The Impulso Podcast

The discussion reveals Sea Group’s impressive US$4.6 billion loan book, which has grown significantly while maintaining low non-performing loans. It highlights how Shopee leverages customer data to assess credit risk and boost e-commerce through BNPL services. In contrast, Grab, with a smaller loan book, is slowly but surely expanding its digital finance reach, despite its premium user base and ride-hailing model. The conversation also touches on the disparities in Southeast Asia's lending market and the evolving strategies in assessing creditworthiness.

Sea Group is seeing impressive growth, with Shopee's logistics arm, SPX Express, potentially matching J&T Express in parcel volume. The conversation delves into how Shopee's investment in logistics is creating a strong competitive edge against rivals like TikTok Shop. Innovations like Shopee Express lockers are discussed, highlighting their role in improving reverse logistics and enhancing the consumer experience. Plus, there's insight on market trends and the dynamics of e-commerce logistics in Southeast Asia.

Trump returns to the White House, Mr Modi meets President Xi in Russia. Are businesses ready to survive a world of shifting alliances and tariff threats? Back by popular requests, we’re re-introducing our weekly recap format in this episode as we dive into the latest economic and political developments reshaping business strategies across borders. As the world watches the U.S. elections, many companies globally, especially cross-border businesses in Asia, are already making bold moves to adapt—with some even setting up shop in Paraguay to avoid potential tariffs.  We also discuss the evolving coffee landscape, including Luckin Coffee’s and Cotti Coffee’s ambitious expansion plans. Where does incumbent Starbucks stand amidst this intensifying competition? Tune in as we weigh in on operational differences, consumer behaviour, and brand strategies of coffee giants globally. 

Venture capitalists are resetting their expectations after a staggering $72 billion investment in Southeast Asia. The discussion reveals the challenges of a fragmented market and the evolution of consumer behavior, moving towards sustainable growth. Despite significant funding, major new players are oddly absent, with familiar names like Grab and Gojek struggling post-IPO. The episode critiques the influence of conglomerates and calls for regulatory changes to spur innovation, emphasizing the need for a realistic outlook on the region's potential.

Meituan's impressive rise in Hong Kong's food delivery market is explored, showcasing its bold promotional strategies that helped it surpass Foodpanda. The podcast dives into the unique dynamics of food prices and dining cultures in Hong Kong compared to Singapore. Now, as it plans to enter Saudi Arabia, challenges loom due to cultural differences and operational demands. The discussion emphasizes the importance of effective leadership in navigating this global expansion and considers the future of food delivery competition in these vibrant markets.

Discover Wenheyou, the bustling Chinese restaurant in Changsha that serves 40,000 diners daily! With its immersive design inspired by the nostalgic streets of the past, it creates a unique dining experience. Explore the operational genius behind managing such a massive establishment, balancing efficiency with incredible storytelling. Dive into the rise of experience-driven dining in China and how innovative concepts are reshaping the food and beverage landscape, all while celebrating local culinary heritage.

Blake Larson, a leader in international expansion for LALAMOVE, and Alexander Le, an ex-Rocket Internet founder, dive into life after their Rocket days. They reflect on navigating cultural differences while managing teams across borders. The duo shares their insights on the 'Coconut vs Peach' theory, highlighting varying leadership styles, and the importance of establishing strong company values. They also discuss how to balance ambition with reality and the lessons learned from their entrepreneurial journeys.

In this engaging discussion, Blake Larson and Alexander Le, both alumni of Rocket Internet, share their wealth of experience in navigating the fragmented Southeast Asian tech landscape. They reflect on the significant impact Rocket Internet had in this region and the challenges posed by its market dynamics. Insights on how tech giants like Lazada and Grab successfully tackled these issues are revealed. They also emphasize the importance of strategic resource allocation and data-driven approaches when scaling operations globally, offering invaluable tips for aspiring founders.

Blake Larson, Ex-Global Managing Director at Lalamove, and Alexander Le, former Managing Director at Rocket Internet, share candid insights from their entrepreneurial journeys. They tackle the loneliness many founders face and the vital qualities that differentiate builders from managers. The duo reflects on their early challenges with Easy Taxi, discussing the complexities of scaling in diverse markets and the importance of personal authenticity amidst professional pressures. Their experiences highlight the transformative nature of startup life and the lessons learned along the way.

Hung Tran, COO of Metub, and Nhi Nguyen, Director of Strategy and Planning, share their insights on Vietnam's booming e-commerce landscape. They discuss the rise of live commerce and how Metub empowers creators. The pair also explore the dynamics of cross-border e-commerce with China, emphasizing the importance of understanding cultural differences. Additionally, they highlight Can Gio's transformation into a digital hub, showcasing the potential for economic growth in Ho Chi Minh City and beyond.