This article was originally published in my newsletter Emergent. Southeast Asia is the most dynamic internet economy in the world outside of the United States and China. The number of internet users in the region has soared from 260 million in 2015 to 400 million by 2020. The region as a whole has a population of Expand
Month: March 2021
Udaan: India’s Biggest Digital Wholesaler
This piece was originally published in my newsletter Emergent. My name is Mikal – I’m an early-stage tech investor and I was born in Asia, grew up in Africa and now live in the US. Every week I break down a fast-growing business in an emerging market to understand its product, market and growth strategy. This Expand
Meituan: Food + Platform
This piece was originally published in my newsletter Emergent. My name is Mikal – I’m an early-stage tech investor and I was born in Asia, grew up in Africa and now live in the US. Every week I break down a fast-growing business in an emerging market to understand its product, market and growth strategy. This Expand
Tokopedia: Indonesian Ecommerce Giant
This piece was originally published in my newsletter Emergent. The War for the Indonesian Ecommerce Market Southeast Asia is the fastest growing economic region in the world – growing over 5% per year. The region has been transformed in the last decade with ecommerce and digital payments in particular having grown exponentially. One of the Expand
Jumia: Amazon of Africa?
The Rise of African Ecommerce Overview 2020 was an explosive year for ecommerce globally, with ecommerce businesses seeing their revenues soar, profits increase and valuations climb. One of the biggest beneficiaries of this trend was Jumia, which saw its valuation soar from lows of ~$2.50 in March of 2020 to highs of $65 recently. Jumia Expand