Kaspi: Chinese Competition, Cross-Border Logistics & Temu
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Kaspi: Chinese Competition, Cross-Border Logistics & Temu(October 13, 2025)
Interview Transcript
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So that's 2023. If you had to estimate, I don't know if you have data for the first half of 2025. Do you have an estimate of how those have changed?
No, actually, we will have that data perhaps by September, but I don't think it has changed dramatically. We did our estimations on the model and forecasts. We believe that by 2029, the cross-border share, which includes marketplaces from China, will grow to around 20%.
This is a snippet of the transcript.Contact Salesto get full access.
So that's 2023. If you had to estimate, I don't know if you have data for the first half of 2025. Do you have an estimate of how those have changed?
It is growing fast because, in terms of price, the prices on the Chinese marketplaces, we calculate, are two and a half to three and a half times lower than in the local marketplaces, even compared to the Russian marketplaces. So that will be the main driver behind the increase in their market shares.
This is a snippet of the transcript.Contact Salesto get full access.
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