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Indonesia Healthcare: Omni-channel Aid

newsletters | Jun, 2022

HealthTech growth is likely to moderate going forward, we expect the sector to register an encouraging 40% CAGR growth between 2022-24....

Indonesia E-Grocery: Multiple Avenues For Growth

newsletters | Jun, 2022

Relatively low online penetration bodes well for Indonesia’s e-grocery. Market likely to reach ~USD 31 Bn by 2026, galloping at ~ 26% CAGR...

Indonesia Manufacturing: Opportunities Galore For Digital-first Player...

newsletters | Jun, 2022

With a major chunk of the manufacturing activities happening in the low tech MSME space, the digital-first players are looking at a sizeable ~USD30 billion TAM...

Indonesia | Agritech​: Green Shoots In Fertile Grounds

newsletters | May, 2022

Total Agritech funding from 2021 till date has reached ~ USD 297Mn.

Web 3.0 – A Decentralised Opportunity: Part 1

newsletters | May, 2022

Web 3.0 applications are trending in Southeast Asia and a sizable portion of investors are willing to put their money in this space...

ASEAN eCommerce and Logistics: Rising to Deliver – Part 5

newsletters | May, 2022

Parcel volumes have witnessed growth in 2021, while the revenue per parcel has maintained a downtrend

Vietnam Consumer Internet – Firing On All Cylinders

newsletters | May, 2022

The fund-raising activity in 2021 in Vietnam has broken all previous year deal making records. 2022 continues to show a similar trajectory...

SEA Travel and Hospitality – Time For Takeoff

newsletters | Apr, 2022

SEA travel market was ~USD80 Bn in size in FY20 and is expected to grow to 1.3 times by FY27

Philippines Consumer Internet – Imminent Surge Ahead

newsletters | Apr, 2022

Strong fund flows in the consumer internet economy will propel the industry ahead and lay a groundwork for increased market opportunities, penetration and revenue growth ...

Singapore WealthTech – Poised To Pay Off

newsletters | Apr, 2022

Significant increase in investment AUM expected, led by growth in retail and institutional customers

Indonesia Online Beauty and Personal Care – Local Charms

newsletters | Apr, 2022

Online search and social media have the highest influence in creating product awareness

WealthTech opportunity landscape – ID

newsletters | Mar, 2022

Mutual Funds and Crypto currencies are the most preferred asset classes

Indonesia eB2B – On A Springboard

newsletters | Mar, 2022

eB2B retail has seen strong growth and share of FMCG has increased in 2020

Vietnam eB2B – 10x growth waiting to be unlocked

newsletters | Mar, 2022

Vietnam's Tier I locations account for ~40% of retail market. FMCG and Fashion dominates the sector

The Emergence of Direct-to-Consumers (D2C) Opportunity

newsletters | Mar, 2022

Players have access to a mix of 3PL and captive logistics to meet their specific growth targets

PH Fintech: Seizing Distant Market

newsletters | Feb, 2022

Lending and payment players have witnessed strong traction in Philippines’ digital space

Vietnam Fintech: Closing the Unbanked Gap

newsletters | Feb, 2022

Digital banks can help to achieve the government's target to reach 80% banked population by 2025

ID HealthTech: Long Run Growth

newsletters | Feb, 2022

With a large smoking population, Indonesians are prone to chronic diseases. Healthcare is a key focus area for the government.

Vietnam Logistics: Big Parcels of Opportunity

newsletters | Jan, 2022

Vietnam logistics market sees a promising growth with CAGR ~20% to 2023, with international players also eyeing to tap into this sector....

Quick Commerce: Day One in Indonesia

newsletters | Jan, 2022

Funding has strengthened QCommerce’s capabilities amid signs of encouraging growth

What’s Brewing In Indonesia’s Coffee Chains? – Part 2

newsletters | Dec, 2021

Investors are supporting the new-age players’ ambition to expand their footprint and sustain their growth momentum

Vietnam eCommerce: Formal Platforms Gaining An Edge?

newsletters | Dec, 2021

eCommerce sector has delivered a robust ( >37%+) CAGR growth during the last three years.

The Rise Of Cryptocurrencies

newsletters | Dec, 2021

Blockchain technology is also seeing a rise with several startups gaining fundraising in the past 3 years

Digital Media – The Road To Mainstream

newsletters | Nov, 2021

Digital media engagement is rising as consumers due to greater variety and on-demand nature of online media

Digital Payments – The Power Of Buy Now Pay Later. Part 2

newsletters | Nov, 2021

Limited access to credit in SEA coupled with COVID led acceleration in digital economy offers fertile ground for BNPL to grow in SEA...

Circular Economy To Unlock Multi Billion-dollar Opportunities

newsletters | Nov, 2021

The growing concerns around the adverse effects of 'fast' consumption and the lack of affordable and sustainable alternatives have given birth to the second-hand goods ma...

Southeast Asia eHealth – Shaping Up Well

newsletters | Sep, 2021

SEA’s eHealth sector expected to see 10x growth by F2025

Indonesia Ecommerce: Traction builds in Livestream, Quick and Fresh Co...

newsletters | Sep, 2021

Ecommerce players have ramped up their fresh-food vertical by introducing new products and services.

Online Travel: On The Cusp Of Revival

newsletters | Aug, 2021

Travel companies have been diversifying their revenue models and have wrapped up recent funding interest

eLogistics: Delivering Growth

newsletters | Aug, 2021

In-house logistics is increasing steadily, but 3PLs expected to dominate the mix.

Online Groceries: The New Normal

newsletters | Aug, 2021

Higher focus on fresh groceries and supporting infrastructure are key to ensuring higher margins and better bottom-line

Retail Transformation – The Omnichannel Way

newsletters | Aug, 2021

Traditionally offline brands have been launching online stores while on the other hand platforms that began as pure-play online channels are opening brick-and-mortar stor...

Southeast Asia Food Delivery – Piping Hot Again

newsletters | Aug, 2021

Cloud Kitchens have emerged as the new gateway to food service industry

Retail Transformation – Vertical Play

newsletters | Jul, 2021

Consumers have evolved over the years and Digital has become a strong contributor to retail sales.

Indonesia Edtech : Reading Between The Lines

newsletters | Jul, 2021

The EdTech market got a boost thanks to COVID to reach >USD 200 Mn in size in 2020

Takeaways from “GZ5: Internet Economy on the cusp of wave 2”

newsletters | Jul, 2021

The SEA Digital Economy is expected to multiply more than 3x in 5 years, reaching $ 365 Bn by 2025

Vietnam Edtech : Cracking The K-12 Puzzle

newsletters | Jun, 2021

Edtech players need to re-think their value proposition and focus around the gap areas in order to capitalise on the massive edtech opportunity...

eCommerce Roll-Ups: On A Roll

newsletters | Jun, 2021

E-Commerce has been flourishing as an important channel for retail of consumer products across the globe and has paved way for retailers, merchants, and independent priva...

Philippines Edtech: Rewriting The Education Landscape

newsletters | Jun, 2021

Philippines witnessed a plethora of online education platforms emerging in the last few years with differentiated offerings

Vietnam E-Commerce: Structurally Different!

newsletters | Jun, 2021

3PL dependence has remained relatively high as players optimise their in-house logistics spend.

Indonesia eCommerce: Sea Change In Small Steps

newsletters | May, 2021

Q1 succeeds the most popular, promotion-heavy quarter of the ID eCommerce Market, yet grew by 3% QoQ.

SaaS: Seizing Indonesia’s SME Digitisation Opportunity

newsletters | May, 2021

Indonesia is home to over 65 Mn SMEs that have the highest contribution to GDP

Baby boom to boost online baby care

newsletters | May, 2021

Online players are better positioned to capture the emerging opportunity: > USD 1 Bn to be added to Online Mom & Baby care segment over next 5 years...

Short Form Video: ‘Short’ Cut to Success

newsletters | May, 2021

These platforms provide a shot at fame for small time content creators and are an effective channel for brands to reach the large young sub-urban/tier2+ consumer cohort...

Lebaran 2021: Bright Spot For Online Sales

newsletters | Apr, 2021

Lebaran 2021 is expected to contribute USD 5+ Bn to e-tail GMV

What’s Brewing In Indonesia’s Coffee Chains?

newsletters | Apr, 2021

Domestic Consumption of Coffee has been growing fast in Indonesia - despite the recent fall in exports

Roll call on SEA IPO potentials

newsletters | Apr, 2021

e-Commerce markets in ASEAN have seen strong growth in 2020

Online Fashion – What’s Trending Now?

newsletters | Apr, 2021

Consumers are now looking at sustainable fashion and value purchases; the luxury segment consumption remained largely unaffected

Indonesia – Digital Bookkeeping 101

newsletters | Mar, 2021

Indonesia is home to ~64 Mn MSMEs who employ 97% of the country’s workforce and account for ~61% of the GDP

Digital Payments – The power of Buy Now Pay Later

newsletters | Mar, 2021

Direct discounts and cashback promotions are widely rolled out to beat the stiff competition amongst top players.

E-Commerce Enablers: Rising Behind The Scenes

newsletters | Mar, 2021

eCommerce enablers becoming increasingly relevant and important over time

Indonesia e-Commerce: In A Sweet Spot

newsletters | Mar, 2021

Massive onboarding of new users has happened in 2020 – next 1-2 years could be spent on consolidating & maximizing potential of existing users...

Media: OTT Takes Centre Stage in SEA

newsletters | Mar, 2021

Regional players are giving a tough fight to global players like Netflix, curated localized content could prove key differentiator...

Digital Payments – Emergence of New Growth Drivers

newsletters | Feb, 2021

Being a key enabler for the internet economy allows E-wallets to have greater leverage and remain unaffected by slowdowns much like the one caused by Covid-19...

SEA: Bytes On Digital Diet

newsletters | Feb, 2021

Students are the key consumer cohort with the highest digital activity followed by salaried employees and self-employed professionals...

VIETNAM eB2B: Sit Up & Take Notice

newsletters | Dec, 2020

The eB2B market is quite nascent at < USD 150 Mn in 2020, and is effectively a duopoly with top 2 players commanding a majority of the market...

ASEAN Used Cars: Digitized supply meets elevated demand

newsletters | Dec, 2020

COVID has proven to be a catalyst for the segment - Southeast Asia's ~USD50 Bn used-car market is all set to mirror the success of Carvana, Cazoo, Cars24...

ASEAN E-Grocery: Basketful of Opportunities

newsletters | Dec, 2020

eGrocery is set to grow into a USD 9 Bn+ market by 2020 with Indonesia accounting for the majority of this 

Southeast Asia: Beefing Up Alternative Meats

newsletters | Nov, 2020

Southeast Asia presents a USD 10-15 Bn dollar opportunity for the alternative meat producers assuming a conservative target user cohort of 11% of the population as of 201...

ASEAN GAMING PART 2: Game On!

newsletters | Nov, 2020

This market seems to have a lot of preconditions to achieve massive growth over the next 2-3 years. If the right supply side levers are pulled, this opportunity could mul...

Indonesia E-Commerce 4Q20: Stellar Shopping In The Offing

newsletters | Nov, 2020

eCommerce categories all show a massive jump in GMV in Q4 2020

ASEAN: Game On! – PART 1

newsletters | Oct, 2020

Being a market that is still developing, only ~15% gamers were paying users in a Pre COVID world

Indonesia E-Commerce: Grocery Has Arrived

newsletters | Oct, 2020

eGrocery market set to grow 5-6x in 2020

Indonesia e-Trucking: Licensed To Thrill

newsletters | Oct, 2020

Road transportation accounts for close to half of the transportation market by value representing a USD 50 Bn+ opportunity in 2019...

Indonesia eB2B – Maths Behind The Models

newsletters | Sep, 2020

Brands are experimenting with offering direct discounts to retailers and also terms of payment (credit) to drive volumes, not focussing on margin realisation. This is bei...

Indonesia Social Commerce: Turning A Corner

newsletters | Sep, 2020

Social commerce has historically been dominated by Fashion category owing to the fragmented nature of supply leading to a wide array of offerings that different sellers t...

E-Commerce: Is D2C the next leg of evolution?

newsletters | Sep, 2020

Vertical players have faced multiple challenges in scaling up and finding the right segments to target in the face of strong competition from the much larger horizontals....

Indonesia E-commerce: Racing Ahead

newsletters | Sep, 2020

At a macro level, GDP/Capita in Indonesia is close to 2x that of India and the retail spend is 2-2.5x that of India. The digital funnel is more evolved with highly digita...

Indonesia Fintech – 4 P’s To Succeed In Payments

newsletters | Aug, 2020

Vertical players have faced multiple challenges in scaling up and finding the right segments to target in the face of strong competition from the much larger horizontals....

SEA E-Commerce – Opportunity For Verticals To Emerge?

newsletters | Aug, 2020

Vertical players have faced multiple challenges in scaling up and finding the right segments to target in the face of strong competition from the much larger horizontals....

Indonesia Education – Does EdTech Have The Answers?

newsletters | Aug, 2020

Indonesia Education eco-system is among the largest globally, it is marred by inadequate public spending and a low teacher student ratio....

ASEAN eCommerce and Logistics: Rising to Deliver – Part 4

newsletters | Aug, 2020

Consumers also expressed strong willingness to continue using online channels for purchases in future, in a post Pandemic era. This increased demand for e-commerce will c...

ASEAN eCommerce and Logistics: Rising to Deliver – Part 3

newsletters | Jul, 2020

ASEAN eLogistics has seen massive growth, accounting for a multi-billion dollar industry in 2019 – we forecast 30-35% CAGR for the next 3-5 year horizon...

ASEAN eCommerce and Logistics: Rising to Deliver – Part 2

newsletters | Jul, 2020

Social commerce has seen an uptick in the recent months owing to Covid-19. Lockdown measures have resulted in decreased store time and extremely low footfall in offline s...

Vietnam Education: Starting a New Chapter?

newsletters | Jun, 2020

COVID has created a demand upsurge for online learning and EdTech players have adapted quickly to cater to this demand.

Indonesia Healthcare: COVID injects fresh impetus to eHealth

newsletters | Jun, 2020

The Healthcare expenditure has steadily increased in the recent years driven by rising GDP per capita, urbanization and an increase of lifestyle-related diseases such as ...

Indonesian eCommerce- Metamorphosis in a post COVID-19 world | Part 1

newsletters | May, 2020

In a pre-COVID world, we forecasted Indonesian eCommerce to cross triple digits GMV by 2025

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...