| by Michelle Tang | No comments

What is Alternative Data and Why You Should Care

What do you think of when you hear the word “Alternative Data”?  A neat definition would be non-traditional data sources that can provide indications as to a firm’s future performance other than conventional sources such as corporate filings and analyst predictions. Or to borrow from the Alternative Management Association (AIMA, 2020), “alternative data comes from […]

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| by Michelle Tang | 1 comment

A Closer Look at PayTM, India’s Biggest IPO to Date.

Digital payments in India are growing at a scorching pace. According to the Economist Intelligence Unit, when it comes to digital payments, India has outpaced the rest of the world, registering the highest number of real-time payment transactions. CLSA Research forecasts the digital payment market in India to grow three-fold to touch US$1 trillion by […]

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| by Charlie Sheng | 1 comment

Ride-hailing Race in Indonesia: Gojek versus Grab

In South East Asia, Gojek and Grab remain to be the two biggest ride-hailing mobility players, just like Uber and Lyft in the US. A lot has happened to both companies in Southeast Asia in the past year: Gojek announced its merger with Tokopedia and became GoTo Group; Grab app just finished its bell-ringing ceremony […]

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| by Charlie Sheng | 1 comment

A Roller Coaster that only goes up: Food-Delivery Companies in Asia (III)

As the food delivery industry continues to grow with record high order volumes in different markets every day, it’s like a roller coaster that only goes up. On this roller coaster, the ultimate goal for all the food delivery companies right now is to compete for market share. Asia has grown to be a major […]

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| by Michelle Tang | No comments

Shein, The Fastest Growing E-Commerce Company in the World

The Fastest Growing E-commerce Company in the World The latest trend in the fashion industry is the rise of a handful of fast fashion brands targeted at Gen Z. Amongst these fast fashion companies, the one that has catapulted to cult status among young women across the globe is the Chinese retailer Shein, with a […]

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| by Michelle Tang | No comments

How Alternative Data Can Help Predict Market Behavior

How Corporates Are Increasingly Relying on External Data to Further Their Competitive and Digital Edge
ー Over the years, companies have increasingly relied on integrating alternative data sets to add real-world context to internal business decisions. Companies can more accurately identify their competitors and predict their market behavior.

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| by Charlie Sheng | No comments

Tale of Two Guys: Food Delivery Market in Taiwan

Taiwan, the birthplace of bubble milk tea, is one of the fastest growing food delivery markets in Asia. In Taiwan, people created cute nicknames for UberEats and Foodpanda (吳伯毅 and 傅胖達), which sounds just like two guys’ names in Chinese. After Deliveroo quit the market in 2020, the “two guys” remain the biggest players in […]

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| by Charlie Sheng | No comments

Japan’s Untapped Food Delivery Market is Already Crowded: Who’s Winning?

The rapid development of the on-demand food delivery industry has transformed dining all over the world. Even cultures where dining at home is more the norm, they have succumbed to the convenience of ordering online from food delivery apps now.  This can be seen even in countries like Japan, which remains one of the largest […]

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| by Charlie Sheng | 1 comment

2021 Brazil Food Delivery: iFood continues to lead with over 80% Market Share

Ola, let’s talk about the food delivery market in Brazil. With Brazil covering almost half of the Latin America food delivery market, it is definitely the most important battlefield for on-demand food delivery companies.  According to Measurable AI’s e-receipts data panel in Brazil: iFood, Rappi and UberEats are currently the three major players in the […]

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| by Michelle Tang | 4 comments

Zomato vs Swiggy – Who Leads the Food Delivery Race in India?

This article takes a deep dive into MAI’s transactional e-receipt data to arrive at actionable insights in the online food delivery space in India.

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