E-Commerce
Asia Leaders
Forrest Li Has Sea Growing at 47 Per Cent. The Portfolio Must Hold Together as Investment Rises
Forrest Li has returned Sea to fast growth with positive earnings. The next question is whether commerce, finance and gaming form a compounding portfolio or a costly truce.
Asia Leaders
Bom Kim Built Korea’s Fastest Commerce Machine. Taiwan and Farfetch Are Exposing the Cost of Expansion
Bom Kim made speed and reliability a habit in South Korean commerce. Coupang’s newer businesses are growing faster than the core, but their losses are testing the limits of the model.
Asia Leaders
Alibaba’s Repair Job Now Belongs to Eddie Wu
A InfluenceAsia examination of how Eddie Wu is positioning Alibaba for the next phase of e-commerce.
Asia Leaders
Sandy Xu Is Turning JD.com’s Warehouses Into a Competitive Argument
A InfluenceAsia examination of how Sandy Xu is positioning JD.com for the next phase of e-commerce.
Asia Leaders
Sea Got Smaller So It Could Grow Again
A InfluenceAsia examination of how Forrest Li is positioning Sea for the next phase of e-commerce.
Asia Leaders
Nykaa Is Moving From Beauty Website to Consumer Institution
A InfluenceAsia examination of how Falguni Nayar is positioning Nykaa for the next phase of e-commerce.
Asia Leaders
PDD’s Lei Chen Is Exporting China’s Hardest Retail Lessons
A InfluenceAsia examination of how Lei Chen is positioning PDD Holdings for the next phase of e-commerce.