China Trends

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An introduction to Bilibili

Lillian Li lillianli.substack.com

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Social commerce: the new norm in China

Fung Business Intelligence mintel.com

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Why super apps are proliferating across emerging markets | Afridigest

Afridigest afridigest.com

Jilber Najem

Two Chinese streamers sold 18 billion RMB (about $3B) worth of goods in a half-day livestream yesterday. 🤯🤯🤯 That's almost as much as Twitter's annual revenue ($3.72B).

name twitter.com

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Livestreaming monetisation models

Chinese Characteristics lillianli.substack.com

Sam Blumenthal

Pinduoduo and Vertically Integrated Social Commerce

Turner Novak turner.substack.com

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Pinduoduo and The Rise of Social E-Commerce

Nic Dardenne anuhariharan.substack.com

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Live shopping isn’t coming—it’s already here

Eric Feng efeng.medium.com

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TikTok’s Future: Learnings From China

Connie Chan a16z.com

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