E43: What’s next for e-commerce in SEA?

Welcome to another episode of the Impulso Podcast. Today, we bring you a recording of a Q&A session from a recent Bank of America event. In this segment, we delve into the most pressing questions regarding the state of e-commerce in Southeast Asia, focusing on competition and regulatory dynamics. Tune in to discover more about the following: What's next for TikTok Shop after the ban? How can they re-enter the market? What happened to order volumes? Were they lost, or did they shift to competitor platforms? Is it possible for other countries in SEA to implement measures similar to Indonesia's? As many Chinese players aim for global expansion, do they prefer M&A or handling everything independently? What strategies can e-commerce platforms employ to defend against new entrants? Temu and Meituan stand as successful platforms. Can they successfully bring the value that made them leaders in their respective regions to SEA? We hope you enjoy the episode!