This weekly newsletter chronicles top digital themes and trends playing out in SE Asia, especially Indonesia. We will decode policy and regulatory changes affecting digital economy sectors, crunch earnings data of top players, track developments related to gig economy workers and attempt to piece together ecosystem buildouts in some of the fastest-growing, venture-backed plays. You can access the previous editions of the Vantage Point weekly posts here.
Executive Summary
- The twists and turns of BliBli’s road to profitability
- QRIS emerges as a serious threat to digital payment players
- The race is on as Indonesia considers localising data centres
- TikTok Shop drama not ending anytime soon
The twists and turns of BliBli’s road to profitability
Indonesian e-commerce player Blibli is a different animal compared to its e-commerce peers given the significant but changing emphasis within its first-party or 1P business and a growing focus on its 3P business.
