Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How China's E-Commerce Giants Are Losing Ground in Southeast Asia
Chinese e-commerce stocks are getting hammered in June 2026 — Alibaba down 11 percent in five days, JD off 9.5 percent, PDD dropping 7 percent. But the real story isn't just Beijing's regulatory environment. It's the rise of homegrown Southeast Asian platforms like Shopee and Lazada that are displacing Chinese players in markets from Indonesia to Vietnam. Lucas and Luna unpack the data: the KWEB China internet ETF has slid 6.3 percent in a week, while the iShares MSCI Indonesia ETF is holding flat. They drill into how local players are winning on logistics, payment integration…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.