SouthEast Asia

Vietnam etailing: Decoding growth and structure

newsletters | Nov, 2019

Vietnam formal online retail is ready for 10x growth in 6 years Published on: Nov 2019 Growth will slowly taper down as we move into the later years as 1) the digitally m...

Vietnam eLogistics: Dissecting Demand Drivers

newsletters | Oct, 2019

Vietnam SMEs are still early into their online retail journey;  social commerce is their typical starting point Published on: Oct 2019 A significant share of SMEs starte...

Decoding eLogistics landscape in Indonesia

newsletters | Oct, 2019

eLogistics in Indonesia expected to be ~800mn shipments (formal e-tailing sector) in 2019 Published on: Oct 2019 Driven by the growth of formal e-tail (55% y-o-y in 2019)...

Indonesia B2B Trucking: At crossroads?

newsletters | Sep, 2019

Indonesia B2B trucking is ~$32 Bn in size currently and drives the majority of B2B transport market in the country Published On: Sep 2019 Supply of trucks is significantl...

Indonesia Fintech: Looking back into The Future

newsletters | Aug, 2019

Fast-growing Indonesian eWallets and digital payments space seeing massive supply-side activity Published on: Aug 2019 Summary takeaways  Continued rapid growth (70-80% ...

What Moats Are Being Built By Tokopedia, Blibli and Bukalapak?

newsletters | Aug, 2019

Tokopedia- Leadership in digital goods supported by a wide pool of fin-tech products Published on: Aug 2019 Blibli- Digitizing Indonesia’s USD 150+ bn grocery retail sp...

Massive Opportunity In Digitizing B2B Procurement In Indonesia

newsletters | Aug, 2019

Indo B2B eCom- USD 1.5 Bn space with multiple consumer segments and business models Published on: Aug 2019 B2B E-commerce market is dominated by reseller target group ...

What Makes Indonesia’s Online Travel And Payments Space So Exciting

newsletters | Jul, 2019

Traveloka – Flying high in USD 21 bn Indonesian online travel opportunity Published on: Jul 2019 Online travel in Indonesia to grow at 25% CAGR over the next few ye...

What will it take to crack the USD 58 Bn Indonesian e-tailing opportun...

newsletters | Jul, 2019

Indonesia e-tailing offers significant growth headroom across categories, with current online % much lower vs benchmark Published on: Jul 2019 Our research in the Indones...

Decoding The Indonesian Online Shopper

newsletters | Jul, 2019

Reasons for shopping online vary significantly in Greater Jakarta vs Rest of Indonesia- indicating differing consumer maturities Published on: Jul 2019 RedSeer consumer r...

Indo E-Tailing: Poised To Grow More Than 4x Over 2018-2023

newsletters | Jun, 2019

Online retail in Indonesia has been formalizing rapidly Published on: Jun 2019 Indonesian e-tailing has evolved from social e-commerce, on the back of high social media p...