Is Getir the first global Turkish startup?

My name is Mikal — I’m an early-stage tech investor and I was born in Asia, grew up in Africa and now live in the US. Every week I break down a fast-growing business in an emerging market to understand its product, market and growth strategy.

This week I’m breaking down Turkish delivery giant Getir. This piece was originally published here.

The rise of ecommerce and delivery has been one of the biggest lifestyle shifts in urban centers over the past decade. This shift is a global phenomenon embodied by companies like DoorDash


Brazilian Fintech Giant and its Ambitions in Latin America

My name is Mikal — I’m an early-stage tech investor and I was born in Asia, grew up in Africa and now live in the US. Every week I break down a fast-growing business in an emerging market to understand its product, market and growth strategy.

This week I’m breaking down Brazilian fintech giant Nubank. This piece was originally published here.

In emerging markets today a large minority or majority of citizens don’t have a bank account, don’t have a debit card, don’t have life insurance and much more. This pattern is a common feature in countries from Latin America…


Ridesharing and Finance SuperApp

My name is Mikal — I’m an early-stage tech investor and I was born in Asia, grew up in Africa and now live in the US. Every week I break down a fast-growing business in an emerging market to understand its product, market and growth strategy.

This week I’m breaking down Southeast Asian SuperApp Grab. This piece was originally published here.

Southeast Asia is the most dynamic internet economy in the world outside of the United States and China. The number of internet users in the region has soared from 260 million in 2015 to 400 million by 2020. …


Udaan, Reliance Retail and India’s Kirana Wars

My name is Mikal — I’m an early-stage tech investor and I was born in Asia, grew up in Africa and now live in the US. Every week I break down a fast-growing business in an emerging market to understand its product, market and growth strategy.

This week I’m breaking down Indian B2B wholesaler Udaan. This piece was originally published here.

Within the next decade India will overtake China to become the most populous country in the world. Today India’s population is 1.38 billion and this is expected to reach 1.5 billion by 2030 and peak around 1.65 billion in…


The Chinese food delivery powerhouse and its ongoing evolution into a SuperApp

My name is Mikal — I’m an early-stage tech investor and I was born in Asia, grew up in Africa and now live in the US. Every week I break down a fast-growing business in an emerging market in my newsletter Emergent to understand its product, market and growth strategy.

This week I’m breaking down Meituan.

Meituan is a Chinese “SuperApp,” the leader in the food delivery segment and China’s third most valuable internet company ($250 billlion market capitalization). Meituan is a pioneer in the food delivery industry…


The War for the Indonesian Ecommerce Market

Intro Note

My name is Mikal — I’m an early-stage tech investor and I was born in Asia, grew up in Africa and now live in the US. Every week in my newsletter Emergent I break down a fast-growing business in an emerging market to understand its product, market and growth strategy.

This week I’m breaking down Tokopedia.

Southeast Asia is the fastest growing economic region in the world — growing over 5% per year. The region has been transformed in the last decade with ecommerce and digital payments in particular having grown…


The Rise of African Ecommerce

This piece was originally published in my weekly newsletter Emergent.

Overview

2020 was an explosive year for ecommerce globally, with ecommerce businesses seeing their revenues soar, profits increase and valuations climb. One of the biggest beneficiaries of this trend was Jumia, which saw its valuation soar from lows of ~$2.50 in March of 2020 to highs of $65 recently.

Jumia is Africa’s leading ecommerce company connecting merchants and buyers together in 11 countries. Modeled after Amazon, customers of Jumia can buy a broad range of products on the site, everything from electronics to makeup. In addition…


The Tipping Point for Clean Energy

2020 was a tipping point for clean energy globally. Amid the chaotic news cycle of the pandemic, this fact was mostly lost. Decades of research, investment and advancement culminated in 2020 to decisively change the economics of clean energy and start what will be a decades-long effort to redesign and rebuild our energy infrastructure globally.

Every aspect of the energy industry — from energy generation, energy storage, regulation and economic incentives — have all reached the point where clean energy is now a feasible alternative to traditional carbon-intensive energy generation (coal, oil and gas).

Energy Generation

For decades now several options have…


The historic COVID-19 pandemic ravaging the modern world has continued to rage for a year now, after it first started in Wuhan in November and December of 2019. Today, 56 million cases have been confirmed globally (a guaranteed understimate of the true case numbers) with over 1.3 million people having lost their lives to COVID-19. Global economies have been battered, with widespread bankruptcies and record government stimulus seeking to stave off a global economic depression. As the pandemic has evolved the prospects for controlling the virus have looked increasingly grim, with record second waves across much of the northern hemisphere.


The Anti-Money Laundering Act of 2020, Beneficial Ownership and Panama Papers

The FinCEN files has quickly swelled into a news story globally with new revelations coming thick and fast — with everyone from Michael Flynn to the Tokyo Olympics now caught up in the scandal. But the FinCEN files — while rich in information — pale in comparison with the 2016 Panama Papers leaks. The Panama Papers involved the leaking of 2.6 terabytes (that’s 2600 gigabytes) of files from the servers of Panamanian company Mossack Fonsenca, the world’s fourth largest offshore law firm (at the time).

An offshore law firm is a multi-jurisdictional law firm which typically specializes in the laws…

Mikal Khoso

Investor @ Wavemaker interested in the intersection of politics, economics and technology. Sign up for my newsletter @ https://bit.ly/33FWVuq

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store