Last week, on the same day as Momentum Works released “Ecommerce in Southeast Asia 3.0” report, The Economist published a pointedly titled article “Chinese brands are sweeping the world. Good”.
It observes that “innovative Chinese brands are popping up everywhere”, overturning the long-standing notion that Chinese products are “poor-quality, unimaginative and unfairly subsidised.”
The article argues this trend is “good for shoppers everywhere” and that investors should “welcome the sight of oddly mesmerising dolls and the taste of red-bean ice-cream.”
Among the examples spotlighted: Mixue, Chagee, and Pop Mart – consumer brands we at Momentum Works have been tracking closely for years through reports, TheLowDown blog posts, and Impulso Podcast by MW.
In fact, the rise of Chinese brands is one of the defining trends we explore in the Ecommerce in Southeast Asia 3.0 report. We outline their entry into the region across three distinct waves:
- Cheap, low-quality, and often undifferentiated products
Explosive growth—but often unsustainable
Sustainable and competitive players with strong product lines and multi-channel expansion
We are now in wave three. Even in categories like FMCG, fashion, and luxury, Chinese brands are applying a digital-first playbook to challenge established international players.
Meanwhile, many Southeast Asian brands are borrowing pages from this playbook—some founded by Chinese entrepreneurs or tightly integrated with China’s supply chains.
For a deeper dive into this and other key trends—from live/video commerce to platform strategies and ecosystem evolution—get your copy of the Ecommerce in Southeast Asia 3.0 report. It’s your definitive guide to the region’s ecommerce dynamics.
As Uber founder Travis Kalanick reflected in a recent podcast, referencing China:
“When you get really, really good at copying, you eventually run out of things to copy. And then it flips to creativity and innovation.”
Food for thought for leaders navigating this fast-shifting landscape.
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