Pan-Asia Tech Market Rising

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Momentum of Asian Tech Market Takeshi Ebihara Mar, 2015

Transcript of Pan-Asia Tech Market Rising

Page 1: Pan-Asia Tech Market Rising

Momentum of Asian Tech Market

Takeshi Ebihara Mar, 2015

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

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Reversed into SE Asia2013

2010~Since this half Decade

Starting IndiaInvestment

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What we witnessed in 2014

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SE Asia

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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

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Tech Venture Funding in Singapore

Delaware state of “United States of SE Asia”

$1.7B

‘14

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China

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Alibaba bought SingPost stake for $313m

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China domesticOutside of China

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Most deal+ $100M

China domesticOutside of China

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Baidu invested $600M in Uber

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India

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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

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Invested 575M for 25%

$650M GTV last yearAiming $3B this year

Top Mobile Payment

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All those happened this only 12 months.

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This is ASIA we’re living in

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

This is ASIA we’re living in

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

This is ASIA we’re living in

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India growth is phenomenal

to be 2nd largest in the world

This is ASIA we’re living in

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

This is ASIA we’re living in

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Japan…

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

This is ASIA we’re living in

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

This is ASIA we’re living in

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@TakeshiEbihara

[email protected]

jp.linkedin.com/in/ebihara

Written by Takeshi Ebihara, Founding General Partner of Rebright Partnters

March of 2015