I find the food delivery war in China both intriguing and alarming. While cheap meals like 4-yuan Luckin Coffee are great for consumers now, history shows these subsidy wars usually end with price hikes once one player dominates. The 2015 ride-hailing battle is a clear example — capital eventually demands returns, and consumers pay the price.
If a similar war happened in Singapore between Grab and foodpanda, we might enjoy discounts short-term, but risk losing competition long-term. Grab already controls 63% of the market, so dominance could lead to higher prices and less innovation if foodpanda can't keep up.
As an investor, I'm cautious about food delivery companies like JD, Meituan, or Grab. Margins are thin, losses are high, and even Amazon exited the business. Without a clear path to sustainable profit, I’d rather look for opportunities in more scalable, defensible sectors.
@Tiger_SG @Tiger_comments @TigerStars @TigerGPT 
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