Emerging.blog
The new home for in-depth takes at the interesection of tech & finance in Emerging Asia
Emerging Family,
I’m excited to announce we have crossed the >1000 subscriber threshold; proof the audience interested in tech & finance in Emerging Asia is robust and growing by the day. I wanted mark the occasion with the announcement of a new home:
Fear not; the newsletter is alive & well, but I wanted to provide a complementary place for easier exploration by topic as the content grows. The site is a work in progress (especially the mobile rendering), but I hope you find it helpful.
It’s quite a simple design - focused on the one thing we will always be about. Content.
For the newer joiners, I’m posting a sampling of the types of articles you will find at emerging.blog below - starting with some of the older posts you may have yet to catch up on.
Thanks again for the continued support & feedback.
Emerging is free, so please feel free to forward to friends or colleagues who would find this useful.
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Front-end or Back-end Corporatization in Southeast Asia?
The rapidly evolving landscape for the SMEs of ASEAN
An introduction to Front-end and Back-end Corporatization and the impact of COVID on ASEAN’s SMEs
The rise of aggregators in Southeast Asia & the economics of different levels of aggregation: global, regional / national, and hyper-local
The inverse economic relationship between aggregators and suppliers depending on the level of aggregation
The long-term implications of COVID on the region’s economic make-up and contribution from SMEs
Techno-Nationalism Rising
India, China, Snowden and Accelerating Cyberbalkanization
India’s app ban, the Snowden revelations, and accelerating Cyberbalkanization
China’s tech paradox: they have their cake, but can they eat it?
Winners & Losers entering a decade of techno-nationalism
A black and white internet begins to grey…
Facebook, Jio, Gojek & the Coming War
The Case for a Distributed eCommerce Market Structure in Emerging Asia
The bull-case for Facebook in < 140 characters; finally monetizing the social graph beyond advertising
Search vs Social Commerce & the variables favoring the latter in Emerging Asia
eCommerce evolutions from version 1.0 -> 2.0 -> 3.0 and the coming clash of social & eCommerce as previewed by China
Evolving market structures; why spider-web distribution is a better fit for India & Southeast Asia
Deglobalization: Customer Amortization is the new Blitzscaling
Emerging Tech’s Rise from the Ashes of the Liberal World Order
Donald Trump: a surprising boon for Emerging Asian Consumer Internet
The importance of the geopolitical backdrop to tech industry evolution
Why customer amortization is the new blitzscaling
Deglobalization’s sweet spot; why consumer internet will thrive amidst the pull back in globalization
Monopoly Money
A Deflationary Asset Bubble & the One-Eyed King
The Great Depression 2.0 vs Money Printer Go Brrrr
The Wall St vs Main St Decoupling
Robinhood Day Traders vs Stan Drunkenmiller
The One-Eyed King vs the Field
The Public vs Private Divide: monetary regime inequality jumps to business
iFlix’s Original Sin
A Regional Aggregator in a Global Sandbox
Relatively short one this week given the existing coverage, but Tencent’s purchase of iFlix is an instructive case study on which pockets emerging tech champions are likely to have success.
Streaming is not one.
Technology-Governance Fit
Product-Market Fit – in the Realm of the Nation-State
Product-Market fit in the realm of the nation-state
Why the AI-CCP tandem will replace the US-Open Internet tandem as the most influential technology-governance pairing of the 2020s
The accelerating pendulum of centralization and decentralization and why China’s AI-governance fit may be undercut later in the decade
AI, Crypto and the Narrow Corridor between anarchy and a Despotic Leviathan in Emerging Asia
Blitzscaling Credit
Swallowing the Financial Value-chain from the Point-of-Sale
Why, paradoxically, alternative lenders may struggle more in Emerging Markets
The lending value chain and the “3Ds” of comparative advantage
A payments bubble or have investors found a trojan horse for lending?
The Developing Divide: Will “Every Company be a Fintech Company?” or will it be “One Fintech Company for Everyone”?
Chasing Ant
Aspirational Finance, Second-Level Thinking, and Why China is Different
Ant Group’s Journey – the poster child of swallowing the financial value-chain from the point-of-sale
My thoughts on Ant’s upcoming offering caveated by a few key risks
2nd-level thinking meets the competitive landscape: Aspirational Ants and why the next wave in Emerging Markets will be different
ECommerce in LegoLand
The shifting sands of modular vs. integrated stacks through time & space
The evolving war between modular vs. integrated ecommerce value-chains in different geographies – seen through the lens of “Dans. On the wall”
Amazon’s integration through logistics vs. Alibaba’s integration through aggregation
Why the U.S. has fallen behind: Fragmented payments & consolidated logistics vs. consolidated payments & fragmented logistics
Search vs Social vs Algorithmic front-end: Why the evolving modular eCommerce stack is hand-crafted for social platforms and backward integration
Southeast Asia: a Chinese-style integrator poised for war with U.S. social early in the eCommerce adoption curve
And more…
If you or a friend are interested in exploring further - please check out Emerging.blog or you can subscribe directly to the newsletter for future posts…
~67% of the world’s future growth will come from Asia; Emerging helps you to align your information diet accordingly.
Always,
Pondering
