The ASEAN Digital Economy Framework Agreement could unlock up to $1 trillion in additional economic potential. But its real significance may be in removing the barriers that have kept Southeast Asia’s digital economies apart.
TikTok Shop’s SEA GMV doubled to $45.6B in 2025 — run largely by MCN agencies. How the creator-support layer between platforms and sellers actually works.
China live commerce is clearing $1 trillion a year — and it is not QVC on a phone. How the closed-loop system works, and why Douyin is years ahead of TikTok.
Cash on delivery fell from about half of SEA ecommerce payments in 2019 to well under a third today, heading below 25% by 2027. Why COD persists, and why it’s finally dying.
India’s quick-commerce GMV doubled to ~₹11,000 crore a month in 2026, led by Blinkit. The market-share split, the dark-store war, and why it works in India.
Current GMV and market-share data for TikTok Shop and Shopee in Southeast Asia. TikTok Shop hit $45.6B in 2025; Shopee leads at 53%. Refreshed quarterly.
Ecommerce, social commerce, payments, logistics and cloud are making China–Indonesia one of the region’s defining digital relationships. Indonesia’s digital economy reached an estimated US$99 billion in GMV in 2025 (e-Conomy … Read more
Korean brands, entertainment, ecommerce and manufacturing are helping shape Vietnam’s digital consumer market. South Korean firms account for roughly 30% of Vietnam’s total exports through their manufacturing operations, and the … Read more
Chinese platforms, payments, ecommerce, EVs and travel flows are reshaping Thailand’s consumer and digital economy. Thailand’s ecommerce market grew faster than any other Southeast Asian country in 2025, and Chinese … Read more
A working tracker of who owns ecommerce GMV across fifteen Asian markets. Shopee, Coupang, Rakuten, Taobao, Flipkart — every leader is Asian-headquartered.
The DIA Briefing
Asia’s digital markets, every other week. Free.