Aug, 2019
What Moats Are Being Built By Tokopedia, Blibli and Bukalapak?
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 space via BlibliMart
Bukalapak’s Mitra program- First mover advantage in a USD 14 Bn 2025 opportunity
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Recent Insights
Indonesia Fintech: Looking back into The Future
Fast-growing Indonesian eWallets and digital payments space seeing massive supply-side activity Published on: Aug 2019 Summary takeaways Continued rapid growth …[...]
GCC – World’s first omni-channel superapp?
GCC – a unique market showing characteristics of both developed and developing markets GCC countries have most of their population …[...]
Newsletter | Vernacular is NOW, not the future – A $300 Bn opportunity today
India is in the midst of a massive digital transformation of its population Published on: Aug 2019 Heavy social media …[...]
Massive Opportunity In Digitizing B2B Procurement In Indonesia
Indo B2B eCom- USD 1.5 Bn space with multiple consumer segments and business models Published on: Aug 2019 B2B E-commerce …[...]
Vernacular is NOW, not the future – A $300 Bn Opportunity Today
India's internet adoption reached 530 Mn at a run rate of 65 Mn users per year in the last 2 …[...]
The Upcoming Fintech Boom In India (And Indonesia)
InsurTech marketplaces are growing 100% y-o-y driven by strong growth of both incumbents and new entrants Published on: Aug 2019 …[...]
Can MENA Have A Superapp?
Globally, apps are taking superapp journey by adding services to its offering and increasing per-customer revenue Published on: Jul 2019 …[...]
What Makes Indonesia’s Online Travel And Payments Space So Exciting
Traveloka – Flying high in USD 21 bn Indonesian online travel opportunity Published on: Jul 2019 Online travel in Indonesia …[...]
Of MAUs And Subscribers In India And The Story Of Indonesia
Hotstar has been leading the Indian content sector followed by Dailyhunt Published on: Jul 2019 Our latest research brings out …[...]
Decoding The Indonesian Online Seller
Sellers prefer an online retail platform majorly for their consumer reach followed by their UX/UI experience and word of mouth …[...]
What’s Showing At (Amazon) Prime Time?
The story of Amazon Prime in India- as told through three charts Published on: Jul 2019 On the occasion of …[...]
What will it take to crack the USD 58 Bn Indonesian e-tailing opportunity
Indonesia e-tailing offers significant growth headroom across categories, with current online % much lower vs benchmark Published on: Jul 2019 …[...]
Med-tech Market Updates
Despite regulatory hurdles, e-pharma space on track to grow steadily owing to strong underlying consumer needs Published on: Jul 2019 …[...]
Online Grocery Market Updates
Daily Essentials category has grown rapidly within the online grocery market- accounting fo ~40% of all transactions Published on: Jul …[...]
Food-tech Market Updates
Food-tech daily volumes become 1.4X of cab-hailing in May 2019 (from similar volumes 5 months back) Published on: Jul 2019 …[...]
