Southeast Asia’s digital payments market has crossed the $1 trillion threshold in total transaction value[1] — and the infrastructure that makes it work looks nothing like what you’d find in … Read more
Why does Sea Group matter in 2026? Sea Limited closed 2025 with $22.9 billion in revenue,[1] $1.6 billion in net income,[1] and three businesses operating at scale that almost no … Read more
Lazada isn’t the biggest ecommerce 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 ecommerce platforms generated $157.6 billion in GMV in 2025, up 22.8% year-on-year[1] (Momentum Works, April 2026). India’s e-retail market crossed $65 billion in the same period, growing 19–21%[2] … 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[1] with more than … Read more
Asia Pacific’s super app market surpassed $58 billion in 2025,[1] and the global market is growing at around 30% CAGR (Grand View Research). Three companies sit at the centre of … 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
Vietnam’s new 5G infrastructure could have just made premium gaming affordable. Vietnam deployed nearly 40,000 5G base stations reaching 90% population coverage since commercial launch in October 2024.[1][2] Ookla’s July … Read more
When Vietnam’s Gaming Market Became Non-Negotiable December 25, 2024, marks when Decree 147 Vietnam enforcement[1] redefined gaming access in Vietnam. Foreign companies lost the option[1] to serve 58.5 million Vietnamese … 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
The DIA Briefing
Asia’s digital markets, every other week. Free.