2. #asiamatters ASIATECHRESEARCH
Graham D Brown
Thanks for reading my 50 Trends Asia
2018 Report.To learn more about what I
do, and get regular updates and insights
from my Asian research, connect with me
on Linkedin.
Connect with me on Linkedin
Report Author
3. 1: The Asian Century 2: Startup Megacities
3. Entrepreneurship 4. Digital Frontier
ASIATECHRESEARCH
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6. ASIATECHRESEARCH#asiamatters
It’s a land where young people
are the wealthiest generation
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
10. So, sit back and enjoy the ride,
as we explore the key trends for 2018…
#asiamatters ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
12. There are more people living inside that red circle than outside it
#asiamatters
#1 The Red Circle
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
13. The world’s 4 fastest growing regions are all Asia
#asiamatters
#2 The World’s Growth Engine
ASIATECHRESEARCH
South Asia
Asia Pacific
Southeast Asia
East Asia
Caribbean
North Africa
Central America
Africa
Aus NZ
Middle East
East Europe
Europe
North America
West Hemisphere
West Europe
South America 1.6 %
1.8 %
2.2 %
2.2 %
2 %
2.4 %
2.8 %
2.9 %
3.7 %
3.9 %
4.1 %
4.4 %
5.1 %
5.1 %
5.4 %
7.1 %
SOURCE:ASIA TECH RESEARCH BASED ON
INTERNATIONAL MONETARY FUND
FORECASTS FOR 2018
the “West”
Asia
50trends
2018
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14. By 2025,Asia will be the world’s biggest market
#asiamatters
#3 World's Biggest Trading Bloc
ASIATECHRESEARCHASIATECHRESEARCH
50trends
2018
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16. ASIATECHRESEARCH
"The Greater Bay is 66 million
people and US$1.3 trillion GDP. It’s
not happening anywhere else in the
world, and it won’t happen anywhere
else. It’s a once-in-a-lifetime process.”
- TonyVerb, Greater BayVentures
ASIATECHRESEARCH
50trends
2018
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#asiamatters
17. Vietnamese economy will deliver the most consistently large returns over long term
#asiamatters
#5 World’s Fastest Growing Economy
ASIATECHRESEARCH
Economy will grow 4.5x in the
next 30 years. Growth touted as
“China 11 years ago”.
Most optimistic country; people
most open to globalisation as a
force for good.
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
18. Shenzhen China could become the world’s financial capital within 20 years
#asiamatters
#6 New Financial Centers
ASIATECHRESEARCH
50trends
2018
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19. Singapore and Hong Kong lead the world in Economic Freedom
#asiamatters
#7 The New Land of the Free?
ASIATECHRESEARCH
Hong Kong
Singapore
New Zealand
Switzerland
Taiwan
UK
USA
South Korea
Malaysia
Thailand
Philippines 65.6%
66.2%
73.8%
74.3%
75.1%
76.4%
76.5%
81.5%
83.7%
88.6%
89.8%
SOURCE:THE HERITAGE FOUNDATION & WALL STREET
JOURNAL 2017
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
20. Where else can you reach half the world’s population within a 5 hour flight?
#asiamatters
#8 Unrivalled Economies of Scale
ASIATECHRESEARCHASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
22. Southeast Asian economies return huge growth potential in 2018
#asiamatters
#9 The New Tigers
ASIATECHRESEARCH
Myanmar Laos CambodiaPhilippines Vietnam Indonesia Malaysia Thailand Singapore USA Japan
0.7%
2.3%
2.6%
3.5%
4.8%
5.3%
6.3%
6.7%6.6%
6.9%
7.6%
SOURCE:ASIA TECH RESEARCH BASED ON INTERNATIONAL MONETARY FUND DATA 2018
Asian emerging
market group
Annual GDP Growth (CAGR %) 2017
50trends
2018
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23. ASIATECHRESEARCH
"Myanmar is a country where 52
million consumers are coming online
overnight…and no one knows
anything about them."
- Rita Nguyen, JZoo
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
#asiamatters
24. China will finally pass the USA to be come the world’s biggest economy in 2020
#asiamatters
#10 The Tipping Point
ASIATECHRESEARCH
0
12500
25000
37500
50000
2000 2005 2010 2015 2020 2025 2030 2035 2040 2045 2050
China
USA
SOURCE:ASIA TECH RESEARCH BASED ON OECD DATA 2018
The “Tipping Point”?
$13 trillion
difference
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
26. When asked “Life is Better Day” - Asian was more positive than the West
#asiamatters
#11 Optimism
ASIATECHRESEARCHASIATECHRESEARCH
50trends
2018
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27. Asia leads the West in openness
#asiamatters
#12 Positive Attitude to Immigration
ASIATECHRESEARCH
India
Vietnam
Philippines
Australia
USA
UK
Singapore
Hong Kong
Thailand
France 14%
21%
23%
30%
32%
37%
42%
45%
48%
52%
SOURCE:YOUGOV 2016
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
29. Southeast Asia is the most positive about the impact of Globalization
#asiamatters
#13 Globalization is “a force for good”
ASIATECHRESEARCH
Vietnam
Philippines
India
Thailand
Malaysia
Indonesia
Singapore
Denmark
Hong Kong
Germany
Australia
UK
USA
France 37%
40%
47%
48%
60%
63%
67%
71%
72%
73%
75%
83%
85%
92%
SOURCE:ASIA TECH RESEARCH BASED ON YOUGOV DATA 2016
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
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31. Asia is more open to autonomous vehicles than the rest of the world
#asiamatters
#14 Belief in Autonomous Vehicles
ASIATECHRESEARCH
India
China
Brazil
US
UK 30%
40%
68%
78%
84%
Can you see yourself owning an Autonomous Car?
% of respondents who saidYES
SOURCE:ASIA TECH RESEARCH BASED ON
FORD RESEARCH DATA 2016
50trends
2018
ASIATECHRESEARCH
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32. Asia believes AI is more indispensable than the rest of the world does
#asiamatters
#15 Belief in A.I
ASIATECHRESEARCH
China
Japan
APAC
Global
USA
EMEA 2 %
4 %
5 %
8 %
10 %
15 %
SOURCE: ???
% of respondents who chose AI as the next indispensable technology
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
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33. Asian BTC transactions outrank rest of world combined
#asiamatters
#16 Belief in Bitcoin
ASIATECHRESEARCH
APAC
North America
Europe
ROW 6 k
5 k
30 k
160 k
1000 BTC bitcoin transactions daily by region
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
35. However you spin it, the West isn’t producing entrepreneurs like they used to…
#asiamatters
#17 The Decline of American Entrepreneurship
ASIATECHRESEARCH
0%
2.5%
5%
7.5%
10%
1990 1995 2000 2005 2010 2015
SOURCE:THE WALL STREET JOURNAL
Share of households headed by someone under 30
that has a stake in or owns a privately held business
In America,
millennial entrepreneurship
is down.
Despite the apparent strength of the
startup and technology sector,
millennials are projected to be the
least entrepreneurial
generation: Entrepreneurship rates
for people under 30 have fallen by
65 percent
since the 1980s.
- Entrepreneur Magazine 6 Sep 2017
50trends
2018
ASIATECHRESEARCH
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36. Asian Megacities drive the growth in Asian entrepreneurship
#asiamatters
#18 The New Home of Entrepreneurship
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
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37. Parental values of stability and survival no longer key career goals
#asiamatters
#19 Young Asians are opting for risk
ASIATECHRESEARCH
83% of Indians surveyed said
they would love to become
an entrepreneur.
20% in Hong Kong) had
entrepreneurship intentions
last year and 9.44 % started
or operated new businesses,
up 159 % from 2009 .
THEN
NOW
50trends
2018
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38. #asiamatters ASIATECHRESEARCH
In Shenzhen, 16 % of the adult population
largely immigrants from other parts of China
are engaged in entrepreneurship
- Global Entrepreneurship Monitor 2017
ASIATECHRESEARCH
50trends
2018
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39. Motivations of moving to Asia will shift from opportunity to fear of missing out
#asiamatters
#20 Asia FOMO
ASIATECHRESEARCH
“What the heck
Let’s go to Asia”
“There are real
opportunities here in
Asia”
“You’re missing
out if you’re not
in Asia”
Pioneers Opportunists Followers
ASIA:
The frontier
ASIA:
The de facto
1980 -1999 2000 - 2019 2020 -
ASIA:
The next big thing
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
40. Asia is producing a few success stories of its own without the help of SiliconValley
#asiamatters
#21 No Longer Just White Guys
ASIATECHRESEARCHASIATECHRESEARCH
50trends
2018
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41. Now that the world’s media have seen and heard Jack Ma, the floodgates are open
#asiamatters
#22 Billionaires You Haven’t Heard of (Yet)
ASIATECHRESEARCHASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
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42. Female Entrepreneurship higher in emerging Asia than developed West
#asiamatters
#23 Asian Female Entrepreneurs
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
43. More self made female billionaires in Asia than Rest of World
#asiamatters
#24 Self Made Female Billionaires
ASIATECHRESEARCH
%ofFemaleBillionairesSelf-Made
(vsinherited)
0
20
40
60
Asia USA Europe
The last few years have been remarkable for Chinese businesswomen, so much
so that China is now the de facto capital of the self-made female billionaires’ club.
- Forbes 27 Nov 2017
SOURCE:ASIA TECH
RESEARCH BASED ON
UBS DATA 2016
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
45. 1.4 Billion people living in Asia are under 25 years old
#asiamatters
#25 One Billion Youth
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
46. Western Economies burdened by ageing populations
#asiamatters
#26 Demographic Advantage
ASIATECHRESEARCH
Philippines
Myanmar
India
Malaysia
Vietnam
Thailand
China
USA
Australia
Canada
Germany
Japan 46.1
46.1
41.7
38.3
37.6
36.7
36.2
29.2
27.7
27
24.3
23.5
SOURCE: ASIA TECH RESEARCH BASED ON
CIA FACTBOOK DATA 2017
Median Population Age (yrs)
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
47. #asiamatters ASIATECHRESEARCH
"There are many young,
productive people
looking for opportunity
and a chance to
channel their energies
into something they
care about.”
- Agung Nugroho,World
Economic Forum
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
48. By 2030, 2/3rds of the world’s middle classes will live in Asia
#asiamatters
#27 The Asian Middle Classes
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
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49. #asiamatters ASIATECHRESEARCH
The vast majority
(88 %) of the next billion
people in the middle class
will be Asian.
- Brookings Research 28
Feb 2017
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
51. Chinese and Indians reach their earning potential 20 years before the US
#asiamatters
#29 Powerful Youth Markets
ASIATECHRESEARCH
0
10
20
30
40
50
60
70
80
90
100
Age
15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65+
China
India
USA
SOURCE:ASIA TECH RESEARCH BASED ON UN DATA,
EUROMONITOR, MORGAN STANLEY
IndextoHighestIncomeAgeCategory
(Highest=100)
Youth in China and India are
the highest earners. In the US,
50-60 yr olds earn most.
US peaks 20
years later
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
53. #asiamatters ASIATECHRESEARCH
"Not only is Asia benefiting
from the use of technology,
Asia will be a major source of
the breakthroughs and
advances in technology.”
- Bill Gates Microsoft
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
54. Asia filed more patents than any other region in 2017
#asiamatters
#30 No Longer Copycats
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
55. Asian innovation won’t just be technology driven, but also focus on experience
#asiamatters
#31 New Retail Frontiers
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
56. As the Asian ecosystem grows, startups need experience to ready them for the market
#asiamatters
#32 Startup Accelerators
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
57. Asian accelerators are increasingly diversifying to accommodate niche interests
#asiamatters
#33 Niche Accelerators
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
58. As China matures, Risk Capital will shift into new markets looking for Outsize returns
#asiamatters
#34 The Capital Shift
ASIATECHRESEARCH
high growthlow growth
highstartup
density
lowstartup
density
market plateaumarket momentum
high growthlow growth
highstartup
density
lowstartup
density
movement of risk capital
(3) accelerating (4) crowded
(2) emerging (1) early
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
59. Chinese capital will drive the startup ecosystem in Southeast Asia
#asiamatters
#35 China Takes on Southeast Asia
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
60. Platforms nurtured in Asia will begin to appear in Europe and America
#asiamatters
#36 Asian Platforms Go Global
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
61. From “stealing our jobs” to creating them
#asiamatters
#37 Go West
ASIATECHRESEARCH
“By allowing Americans to
make use of Alibaba's Tmall
platform, it would bring a
million new jobs in the U.S.
over the next five years thanks
to cross border e-commerce
sales to China.”
- Forbes 25 April 2017
“Ma envisions 40 per cent of business to come from outside
mainland China in the next decade. Within 20 years, he expects
Alibaba to serve as many as 2 billion consumers worldwide, and
support 10 million profitable businesses.”
- South China Morning Post 10 Jan 2017
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
63. Where else in the world do they unleash plans to turn seaside towns into megacities?
#asiamatters
#38 Vision
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
64. F*in Big Infrastructure build outs across Asia… like you’ve never seen before
#asiamatters
#39 F.B.I Projects
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
65. World’s longest bridge between Hong Kong and Macau opens 2018
#asiamatters
#40 Building Bridges not Walls
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
66. #asiamatters
Let’s face it, Asia is
just better at organizing stuff…
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
67. It’s a $5000 billion infrastructure spend to connect the world through Asia
#asiamatters
#41 One Belt One Road
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
68. ASIATECHRESEARCH
"One Belt One Road is a very ambitious covering about
65 percent of the world’s population, about one-third of
the world’s GDP, and about a quarter of all the goods
and services the world moves."
Kevin Sneader, Chairman McKinsey Asia
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
#asiamatters
69. 7 are in Asia, 0 are in Europe or America
#asiamatters
#42 The 10 Tallest Buildings
ASIATECHRESEARCH
The US doesn’t even make the list…
ATP ATP ATP ATP
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
70. Nowhere else will you see cities skylines transformed with such scale and speed
#asiamatters
#43 The Speed of Change
ASIATECHRESEARCH
Kuala LumpurHong Kong
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
72. Asian Digital Economy will add 50% of all new jobs over next 10 years
#asiamatters
#44 The Digital Economy
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
73. >50% of the world’s e-commerce takes place in China
#asiamatters
#45 Chinese E-Commerce Domination
ASIATECHRESEARCH
0
10
20
30
40
50
60
0
500
1000
1500
2000
2500
3000
2016 2017 2018 2019 2020 2021
China ecommerce sales
% of worldwide
SOURCE:ASIA TECH RESEARCH BASED ON EMARKETER DATA 2017
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
74. Asia leads the world in the mobile-first usage of the internet
#asiamatters
#46 Mobile First
ASIATECHRESEARCH
SouthEast Asia
China
USA
UK
Japan 1 hrs
1.8 hrs
2 hrs
3 hrs
3.6 hrs
SOURCE: GOOGLE TEMASEK DATA 2017 50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
75. There are more people living inside that red circle than outside it
ASEAN Digital Explodes
#47 Southeast Asia Explodes
ASIATECHRESEARCH
0
1500
3000
4500
6000
2015 2017 2019 2021 2023 2025
base
worst
best
SOURCE:ASIA TECH RESEARCH BASED ON GSMA,WORLD BANK, IMF, ITU, DELOITTE,TELENOR,AT KEARNEY DATA
FORECASTS FOR ASEAN DIGITAL ECONOMY 2015-2025
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
#asiamatters
76. Millions of 4G Mobile Connections 2015-2020E
#asiamatters
#48 Half the Mobile World
ASIATECHRESEARCH
13%
21%
3%
3%
3%
56%
SOURCE:ASIA TECH RESEARCH BASED ON CISCO DATA 2016
2015
13%
13%
7%
7%
8%
52%
2020
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
77. Market grows 1000% in last 6 years
#asiamatters
#49 Online Video in China
ASIATECHRESEARCH
BillionsofRMB
0
20
40
60
80
100
2012 2013 2014 2015 2016 2017 2018
Annual market revenues
SOURCE:ASIA TECH RESEARCH BASED ON
IRESEARCH DATA 2017 50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
78. Alibaba sold $25 billion on just one day last year (11/11)
#asiamatters
#50 Superlatives
ASIATECHRESEARCH
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
79. ASIATECHRESEARCHASIATECHRESEARCH
Well, I hope you liked that presentation
You can get all my public reports
on Asia from the link following slide…
50trends
2018
ASIATECHRESEARCH
ASIATECHRESEARCH
ASIATECHRESEARCH
80. 1: The Asian Century 2: Startup Megacities
3. Entrepreneurship 4. Digital Frontier
ASIATECHRESEARCH
click the button below
to get my 4 part Asian
tech series free
www.AsiaTechResearch.com/reports
81. #asiamatters ASIATECHRESEARCH
Graham D Brown
Thanks for reading my 50 Trends Asia
2018 Report.To learn more about what I
do, and get regular updates and insights
from my Asian research, connect with me
on Linkedin.
Connect with me on Linkedin
Report Author