In this podcast, Jeffrey Towson discusses whether Shopee, backed by Tencent, can beat Lazada, backed by Alibaba, in the Southeast Asian e-commerce market. He considers factors such as market share, investment, and strategy. For example, Shopee has a larger market share in Indonesia, while Lazada has a larger market share in Thailand.
In this podcast, Jeffrey Towson discusses the future of e-commerce in Asia, with a focus on Alibaba’s acquisition of Lazada. He argues that this acquisition will help Alibaba to create a more interconnected Asia, where consumers can shop from anywhere in the region. For example, he notes that Alibaba could use Lazada’s logistics network to deliver goods to consumers in Southeast Asia, which would help to reduce shipping costs and make it easier for consumers to buy from overseas retailers.