E44: The winners and losers of the TikTok-GoTo deal

Today (11 Dec 2023), GoTo and TikTok announced a strategic partnership under which TikTok Shop Indonesia will merge with Tokopedia, and TikTok will own 75.01% of the new entity.  In this episode, we provide all the details to keep you informed: A quick breakdown of winners, losers and the key players with unclear implications. What lies ahead for Tokopedia in light of this partnership? What is the impact on industry giants Grab and Shopee? How this deal transforms the competitive landscape in Indonesia? Tune in to find the answers! Featured in this episode: Ecommerce in Southeast Asia 2023 report -> https://momentum.asia/product/ecommerce-in-southeast-asia-2023/   The TikTok Shop Playbook report -> https://momentum.asia/product/the-tiktok-shop-playbook/