India now has 660 million smartphone users, and the vast majority of them have never owned a laptop, never had a broadband connection, and never used a desktop browser to … Read more
China delivered 199 billion parcels in 2025 — up 13.7% year-on-year — generating express delivery revenue of 1.5 trillion yuan ($215 billion), according to the State Post Bureau. That’s more … Read more
Southeast Asia’s digital payments market has crossed the $1 trillion threshold in total transaction value — and the infrastructure that makes it work looks nothing like what you’d find in … Read more
A super app is a single mobile application that bundles multiple services — rides, deliveries, payments, lending, shopping, entertainment — into one platform. The concept barely exists in the West, … Read more
Why does Sea Group matter in 2026? Sea Limited closed 2025 with $22.9 billion in revenue, $1.6 billion in net income, and three businesses operating at scale that almost no … Read more
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
Southeast Asia’s e-commerce platforms generated $157.6 billion in GMV in 2025, up 22.8% year-on-year (Momentum Works, April 2026). India’s e-retail market crossed $65 billion in the same period, growing 19–21% … Read more
Grab Holdings isn’t just a ride-hailing company anymore — and hasn’t been for years. As of 2025, Grab operates across eight Southeast Asian countries and 900+ cities with 47 million … Read more
Southeast Asia’s super app market surpassed $58 billion in 2025 and is growing at over 30% CAGR (Grand View Research). Three companies sit at the centre of that expansion: Grab … Read more
Every few months, a new narrative about Vietnam’s gaming market circulates in investment memos, conference panels, and analyst decks. The story usually goes something like this: Vietnam is a massive, … Read more