Southeast Asia too fragmented for Amazon? $AMZNpic.twitter.com/OByvP6F0oI
1. Possibly just too late. Lazada owns the space. 2. If you can do it in India, it can certainly be done in Indonesia. 3. ASEAN should make this fairly easy 4. Thailand has solid infrastructure and size. I'm not really sure I'm buying this explanation.
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Yeah, I’m not entirely convinced either. Could also buy Lazada.
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Is this still Porter Erisman?
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