Insights

Field Notes from Two Decades in the Market.

Observations on Southeast Asia's consumer markets, China's supply chain, and the creator economy — from the founder's desk.

Chinese factory workshop interior
2026Supply Chain

The One-Hour Supply Chain

Why China's industrial clusters still beat any sourcing algorithm — and what an afternoon on a factory floor tells you that a thousand listings never will.

Coming Soon
Creator filming a product livestream
2026Commerce

The Creator Economy Is the New Shelf

On TikTok commerce and the re-pricing of trust in Southeast Asia — why the creator, not the storefront, is where buying decisions now begin.

Coming Soon

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