Pan-Asia Tech Market Rising

26
Momentum of Asian Tech Market Takeshi Ebihara Mar, 2015

Transcript of Pan-Asia Tech Market Rising

Momentum of Asian Tech Market

Takeshi Ebihara Mar, 2015

~2010 Until Last Decades, 2 major country’s investment went into China

Reversed into SE Asia2013

2010~ Since this half Decade

Starting IndiaInvestment

What we witnessed in 2014

SE Asia

23.8% owned byRaised

$250M from

Valued $1.25B

Valued ?

Valued ?

Raised $250M from

Raised $100M from

Some other $10M+

$270M GMV (est)

$100M GMV (SoftBank disclosure)

500K MAU

Tech Venture Funding in Singapore

Delaware state of “United States of SE Asia”

$1.7B

‘14

China

Alibaba bought SingPost stake for $313m

China domesticOutside of China

Most deal + $100M

China domesticOutside of China

Baidu invested $600M in Uber

India

Invested $1B at 10B Val

$2B GMV last yearaiming $8B this year

cf: Rakuten: $17B

Indian Top startup And it’s competitor

Wrote $2B check

Invested 575M for 25%

$650M GTV last yearAiming $3B this year

Top Mobile Payment

All those happened this only 12 months.

This is ASIA we’re living in

U.S. is/will be the “Shareholder of Asia”

This is ASIA we’re living in

China is no more investment “Destination” only. Also the Shareholder of Asia.

This is ASIA we’re living in

India growth is phenomenal

to be 2nd largest in the world

This is ASIA we’re living in

SE Asia is no longer Japan’s sanctuary.All major countries are/will aggressive.

This is ASIA we’re living in

Japan…

Softbank is the only exception in Japanese Tech to “Go Asia”…

This is ASIA we’re living in

Japan should “Go Asia again, or Go home”.

This is ASIA we’re living in

@TakeshiEbihara

[email protected]

jp.linkedin.com/in/ebihara

Written by Takeshi Ebihara, Founding General Partner of Rebright PartntersMarch of 2015