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E-commerce
Latest news, analysis and opinion on ecommerce, covering new technology, consumer habits and the growth of digital payment options.
Illustration: Brian Wang
Pop Mart

Pop Mart balances boom and bust: can Labubu’s leap match Molly’s momentum?

As Labubu’s meteoric rise cools, Molly’s longevity highlights the challenge Pop Mart faces in turning hype into stable intellectual property.

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Meituan

Meituan warns of US$3.5 billion loss amid intense food delivery price war

Food delivery apps

China calls on delivery, ride-hailing firms to respect gig-worker rights

Fashion

Q&A | Thailand’s Gentlewoman: viral totes and Covid resilience

Discover how 3 Thai accountancy and finance graduates steered the fashion brand’s rapid rise using smart data-driven design and being nimble enough to adapt.

Gentlewoman’s viral tote bag. Photo: Handout
China’s private sector

China’s Year of the Horse shoppers let emotional satisfaction take the reins

Brand prestige fades in importance as consumers favour festival-themed toys, playful designs and pet items.

Artificial intelligence

Sweet surge: Qwen overtakes Yuanbao after Alibaba’s bubble tea campaign

More than 10 million free orders put Alibaba’s AI app in the spotlight amid a high-stakes battle for Spring Festival attention.

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China’s private sector

China’s Kuaishou slapped with US$17 million fine after explicit content probe

The fine comes days after a separate e-commerce penalty, adding pressure on China’s No 2 short-video platform to tighten controls.

Beijing’s Cyberspace Administration launched an investigation following reports of a surge in pornographic streams Photo: Shutterstock
Sweden

Multinationals race into China’s US$143.9 billion instant retail market

Ikea, Continental and Aldi Nord enlist local partners to launch faster, more comprehensive delivery services than they offer abroad.

Kuaishou

China slaps US$3.7 million fine on Kuaishou for live-streaming e-commerce breach

The penalty reflects a broader regulatory crackdown on content and operations deemed undesirable or harmful on Chinese online platforms.

United States

Amazon cuts 16,000 jobs amid AI shift, post-pandemic restructuring

The restructuring and cost-cutting come despite soaring profits and strategic hiring in key areas.

Amazon plans to cut its workforce worldwide to streamline operations and reduce bureaucracy across the company. Photo: Shutterstock
China travel

China’s Trip.com probe targets algorithms, prices after vendor anger: analysts

Regulators accuse one of the world’s biggest travel platforms of abusing market power, with analysts warning of wider industry scrutiny.

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The investigation follows years of complaints about data-driven price discrimination and rising commissions, according to analysts. Photo: Shutterstock
US-China trade war

At America’s biggest retail show, the China question never really goes away

Tariffs may ebb and supply chains may detour, but US shoppers – and giants like Walmart and Amazon – still rely heavily on Chinese goods.

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China economy

China fines e-commerce firm PDD for tax violations amid probe

Operator of leading online retail platform was cited for failure to comply with Shanghai’s tax requirements.

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Pinduoduo

Chinese-owned Temu catches up with Amazon in global cross-border e-commerce

Shein, another Chinese-founded retail giant, stabilised its market share at 9 per cent in 2025, while AliExpress held 8 per cent.

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Temu saw its share surge from less than 1 per cent to 24 per cent last year, on par with Amazon. Photo: Shutterstock Images
Artificial intelligence

Alibaba’s upgraded Qwen chatbot app receives warm consumer reception

Qwen’s upgrade transforms the chatbot into a virtual ‘life assistant’, making lives easier for hundreds of millions of consumers.

Qwen’s AI app aims to help people get things done in everyday scenarios, according to Alibaba. Photo: Shutterstock
Alibaba

Alibaba’s Qwen AI app hits 100 million users as update widens role in daily life

Chinese e-commerce giant deepens integration of its fast-growing app to enable voice-powered shopping, travel and digital tasks.

India

Gig workers’ strike in India spurs debate on human cost of delivery race

More than 200,000 gig workers recently staged protests across major Indian cities, prompting concerns about the necessity of quick commerce.

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Artificial intelligence

Ant International teams up with Google on use of Universal Commerce Protocol

The endorsement of Google’s open standard comes as companies globally accelerate the integration of AI agents and e-commerce.

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Ant International is endorsing Google’s Universal Commerce Protocol, an open standard that powers agentic commerce. Photo: Handout
China’s private sector

China to probe food delivery platforms under anti-monopoly law

State Council announcement cites ‘excessive subsidies’ and ‘price wars’ in document unveiling market assessment for online delivery services.

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Retailing

Furniture retailer Ikea to close 7 stores in China amid property market slump

The firm plans to open more than 10 small-format outlets in key cities over a two-year period.

China trade

How the ‘world’s supermarket’ rode out Trump’s tariffs – and grew even stronger

Yiwu, one of China’s biggest export hubs, was expected to take a hit from US tariffs. Instead, it has seen trade surge.

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Vendors work at the Yiwu International Trade Market, a vast emporium for wholesale goods often dubbed the “world’s supermarket”, in Yiwu, Zhejiang province. The city has recorded strong growth in exports this year despite the US-China trade war. Photo: AFP
South Korea

Coupang’s massive data leak probe ignites US-Seoul diplomatic firestorm

Some Republicans said Seoul’s investigation into the e-commerce firm was an attempt to favour China.

A worker drives a delivery truck of South Korean e-commerce giant Coupang in Seoul. Photo: AFP
JD.com

Burglary of JD.com warehouse in France prompts investigation, speculation

The theft, with over 50,000 items stolen by some estimates, casts a shadow over the Chinese e-commerce giant’s first Christmas in France.

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Retailing

‘C-beauty’ cosmetics brands find retail expansion outside China a slow slog

‘For established domestic cosmetics companies attempting to expand abroad, progress is still in its early stages,’ CLSA’s Chris Gao says.

China's State Administration for Market Regulation

China bans e-commerce platforms from forcing lowest prices or abusing algorithms

Beijing moves to protect consumers and merchants, with new 29-article regulation tightening oversight of the fast-growing digital economy.

The new rules prohibit e-commerce operators from forcing merchants to offer discounts. Photo: Shutterstock
TikTok

Editorial | TikTok deal could show way forward for US-China engagement

The agreement, under which the platform will become a joint venture controlled by a consortium of investors, highlights the importance of negotiation and mutual respect.

People hold signs in support of TikTok outside the US Capitol Building on March 13, 2024, in Washington. Photo: Getty Images/TNS
China consumption

From taboo to trendy: China’s second-hand luxury market cashes in on resale boom

Driven by an uneven recovery and property crisis, value-conscious shoppers are powering a second-hand boom as platforms use tech to verify authenticity and overcome stigma.

France

Shein avoids France site ban after removing illegal goods

French court rejects Shein site ban, citing sporadic offences, as platform removes illicit items, but must enforce age checks for adult products.

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