Lazada: How Alibaba’s $7.7B SEA Bet Is Paying Off
Lazada isn’t the biggest e-commerce platform in Southeast Asia — it hasn’t been for a while. But it might be the most interesting one right now. Backed by approximately $7.7 … Read more
E-commerce
Coupang vs Amazon: Korea’s Logistics Battle Explained
Coupang delivered 99.6% of South Korean orders within 24 hours in 2025. Amazon covered 98% of Japan’s population with next-day delivery that same year. Two companies, both obsessed with logistics-first … Read more
Naver vs Kakao: A 2026 Comparison of Korea’s Two Digital Platform Empires
South Korea’s digital economy runs through two companies. Naver, the country’s dominant search engine, posted KRW 10.7 trillion in revenue in 2024 — the first time a domestic internet company … Read more
How Ads, Commerce and AI are Converging in Asia
Asia’s $311 Billion Ad Market, $2.3 Trillion Commerce Engine, and $102 Billion AI Layer Are Fusing Into a Single Stack There’s a simple model for understanding Asia’s digital economy, and … Read more
What is the Future of Ecommerce in 2026? Agentic Commerce and AI-Controlled Demand
The Future of Ecommerce When AI Controls Demand: $5 Trillion in Spending Up for Grabs AI shopping agents are already redirecting how consumers find, evaluate, and buy products online — … Read more
ByteDance Explained: How a Beijing Startup Hit $550B
ByteDance doesn’t just own TikTok. It runs the most valuable private technology company on the planet — valued at US$550 billion as of February 2026 after a General Atlantic secondary … Read more
What is the State of Singapore’s Digital Economy in 2026? A Comprehensive Market Overview
Singapore’s digital economy reached S$128.1B in 2024—18.6% of the country’s GDP and climbing at 12% annually since 2019. With 5.61 million internet users (95.8% penetration) and 97% smartphone adoption, the … Read more
What is the State of Thailand’s Digital Economy in 2026? A Comprehensive Market Overview
Thailand’s digital economy isn’t just growing—it’s become the second-largest in Southeast Asia, behind only Indonesia, and the velocity is accelerating. As of Q1 2026, the market reached 5.6 trillion baht, … Read more
What is the State of Malaysia’s Digital Economy in 2026? A Comprehensive Market Overview
Malaysia’s digital economy hit USD 31 billion in gross merchandise value during 2024, a 16% jump from the previous year, with the sector now expected to represent 25.5% of GDP … Read more
What is the State of the Philippines’ Digital Economy in 2026? A Comprehensive Market Overview
The Philippines is now a USD 40 billion digital economy. That figure—reported by the Philippine Statistics Authority—represents 8.5% of the country’s total GDP and signals something that anyone who’s spent … Read more