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jjchai

@JJChai

Tweets about business, investing & SE-Asia. CEO & Co-founder at @RainforestAsia. Angel investor. Previously @xto10x, @Carousell, @Airbnb, @McKinsey

 Singapore
beacons.ai/jjchai
Joined September 2011
  • Tweets3.7K
  • Following954
  • Followers1.6K
465Media
Photo by jjchai (@JJChai)Photo by jjchai (@JJChai)Photo by jjchai (@JJChai)Photo by jjchai (@JJChai)Photo by jjchai (@JJChai)Photo by jjchai (@JJChai)Photo by jjchai (@JJChai)Photo by jjchai (@JJChai)Photo by jjchai (@JJChai)Photo by jjchai (@JJChai)
Hari tu sempat pergi Singapore jap buat video travel, harap korang enjoy dengan video ni 📷 #VisitSingapore #PassionMadePossible
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First time seeing this in Singapore, where BYD is outselling Tesla at a rate of 5-1 this year. I doubt many care about Elon when making a car purchase decision here, it's simply down to better EV #Tesla #BYD
Image from jjchai (@JJChai)
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Many seem to think that passing on tariff costs simply means increasing sticker prices. In reality, the fastest way to do it is to cut discounts and promotions. #ecommerce #amazon #amazonfba reuters.com/business/retail-…
EXCLUSIVE: Some Amazon sellers are pulling out of Prime Day amid Trump tariffs

EXCLUSIVE: Some Amazon sellers are pulling out of Prime Day amid Trump tariffs

Amazon's Prime Day is losing its luster among a critical group: sellers.

reuters.com
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$AAPL enjoyed the full spoils of globalization. A brand that sold in US and China well, benefiting from Chinese manufacturing. Now they look like the biggest victim of the reverse.. scmp.com/economy/china-econo…
China hits back at US with 34% tariff on American imports

China hits back at US with 34% tariff on American imports

The tariff comes into effect on April 10 and is part of a raft of measures that includes more rare earths controls.

scmp.com
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Leverage points that China has on US that could suffer countermeasures: #apple #tesla #defence
Geiger Capital (@Geiger_Capital) profile pictureGeiger Capital
@Geiger_Capital3 Apr 2025
*CHINA URGES US TO IMMEDIATELY CANCEL RECIPROCAL TARIFFS, VOWS COUNTER-MEASURES
Image from Geiger Capital (@Geiger_Capital)
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At this point. @amazon should simply help sellers by automatically raising prices across the board by 15% and leave it to sellers to adjust down/run deals if they want to. Saves everyone the effort of going into seller central and making the adjustments one by one #Amazonfba #ecommerce
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Nothing to see here except an old school transport company posting growth rates not far off from $GRAB , profitably and returning cash to shareholders theedgesingapore.com/capital…
ComfortDelGro’s FY2024 patmi up by 16.6% y-o-y to $210.5 mil; proposes final dividend of 4.25 cents...

ComfortDelGro’s FY2024 patmi up by 16.6% y-o-y to $210.5 mil; proposes final dividend of 4.25 cents...

Shares in CDG closed 2 cents higher or 1.44% up at $1.41 on Feb 27.

theedgesingapore.com
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Side by side Comfortdelgro vs $GRAB . Comfortdelgro larger, significantly more profitable, just a shade slower growing .. but 10X smaller in market cap
Image from jjchai (@JJChai)
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Why are so many #AI agents interfacing with humans with chat, when it's really email that drives the business world. I want to forward an email and an agent does the rest based on the information in the email.
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Just a reminder that when $GRAB de-SPACed in 2021 at $40Bn mkt cap, they forecasted to reach $4.5Bn net rev & $0.5Bn EBITDA by 2023. Tomorrow they report 2024, which they is guided at $2.78Bn net rev and $0.3Bn Adjusted EBITDA...
Image from jjchai (@JJChai)
Image from jjchai (@JJChai)
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Makes sense that China puts pressure on the US companies with large China businesses in retaliation to tariffs. Next up, $TSLA China Weighs Probe Into Apple’s App Store Fees, Practices bloomberg.com/news/articles/…
China Weighs Probe Into Apple’s App Store Fees, Practices

China Weighs Probe Into Apple’s App Store Fees, Practices

China’s antitrust watchdog is laying the groundwork for a potential probe into Apple Inc.’s policies and the fees it charges app developers, part of a broader push by Beijing that risks becoming...

bloomberg.com
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It used to be that tech jobs were the ones least susceptible to retrenchment risk. Then covid happened. Another category of jobs that are low risk are government jobs, but now the tone set by DOGE may change the in other governments too.
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What's with the deluge of fake news post featuring Fann Wong on my X time line ?? From multiple accts too. #Singapore
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Discussing stock market impact of #deepseek and my phone autocorrected my msg to 'Deepsink'. Maybe my phone already reached AGI
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Don't understand why people are still wondering about crypto use-cases. It has extremely high PMF in massive TAM sectors. bloomberg.com/news/articles/…

Crypto-Rich Russian Networks Moving Oligarch Billions Shut Down by UK

UK police said they have shut down Russian networks that were moving billions of dollars for oligarchs, street gangs and spies by swapping cash for cryptocurrency across Europe, the Middle East and...

bloomberg.com
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Malaysia, really probing hard into the details of a *checks notes* US$10m venture investment... scmp.com/week-asia/politics/…
US$10 million fashion fail prompts Anwar to probe Malaysia sovereign fund picks

US$10 million fashion fail prompts Anwar to probe Malaysia sovereign fund picks

The loss of Khazanah’s investment in an online fashion retailer has sparked outrage among a public still sensitive after the 1MDB scandal.

scmp.com
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...while readily dismisses a US$10bn public rail project that has ridership shortages, is loss-making, hasn't yet had the books closed for years... malaymail.com/news/malaysia/…
Finance Ministry says MRT Corp's ‘losses’ due to construction cost, dismisses mismanagement and low...

Finance Ministry says MRT Corp's ‘losses’ due to construction cost, dismisses mismanagement and low...

KUALA LUMPUR, July 10 – Deputy Finance Minister Lim Hui Ying today clarified that the “losses” incurred by MRT Corp was the cost that has already been spent for the...

malaymail.com
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Incredible. @amazon has a 1-star product with one review as a best seller ! @amznsellerhelp what's going on?
Image from jjchai (@JJChai)
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Is there some VC-school that teaches the art of value-adding by sending founders press articles of competitors /other startups 'crushing it'?
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Who should I speak to at @walmart to bring our portfolio of brand onboard walmart.com ? Anyone has a connect, in particular to get a US based account manager ?
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