1.
GROWING IN ASIA
How to survive local disruption while going global
Alex Barrera
alex@thealeph.com

2.
HELLO MY NAME IS...

3.
My Blended Experience

4.
FACE TO FACE
FORUMS (WhatsApp)
WOW Room

5.
Growing in Asia Group
http://bit.ly/GrowingInAsia

6.
Entrepreneurial Region by nature

7.
Historically entrepreneurial

8.
Later Silla sea dominion
Trade Control

9.
China Silk Road control
Trade Control

10.
Despite Europe… Asia trade was central

11.
Buddhism
Oei Tiong Ham
(1866-1924)
CEO OTHC

12.
Gunpowder

13.
Compass

14.
First Movable Type

15.
Horticulture & use of grafts

16.
Horticulture & use of grafts

17.
Taoism

18.
Buddhism

19.
Confucianism

20.
4 books and 5 classics (四書五經)

21.
Major peace in the region (Tang Dynasty)

22.
Buddhism
British rule
Strait Settlements

23.
Rise of the Startups

24.
1989

25.
Source: STATISTICS SINGAPORE -Infographics -Singapore Economy 2017

26.
Number of internet users in selected countries in the Asia-Pacific region as of
January 2019, by country (in millions)
Source: Statista 2019

27.
Number of internet users in selected countries in the Asia-Pacific region as of
January 2019, by country (in millions)
Source: Statista 2019

28.
Internet user penetration in Singapore from 2017 to 2023
Source: Statista 2019

29.
Source: The Mobile Economy Asia-Pacific 2018 Report.GSM Association.

30.
Source: The Mobile Economy Asia-Pacific 2018 Report.GSM Association.

31.
Source: e-Conomy SEA 2018 Report.Google-Temasek

32.
Source: CBInsights Data.The Aleph Report elaboration.

33.
Source: CBInsights Data.The Aleph Report elaboration.

34.
Sectors

35.
Online Retail

36.
Online Retail

37.
Source: e-Conomy SEA 2018 Report.Google-Temasek

38.
Logistics & Operations

39.
Logistics & Operations

40.
FinTech

41.
Cryptocurrencies
Source: https://elementus.io/blog/ico-market-august-2018/

42.
Cryptocurrencies
Source: https://elementus.io/blog/ico-market-august-2018/

43.
Cryptocurrencies
Source: https://elementus.io/blog/ico-market-august-2018/

44.
Cryptocurrencies

45.
Blockchain

46.
Blockchain

47.
Blockchain

48.
Blockchain
Source: LinkedIn Future of Skills APAC Report,2019.

49.
Cryptocurrencies

50.
Cybersecurity

51.
Cybersecurity

52.
Cybersecurity

53.
Cybersecurity

54.
Cybersecurity

55.
Real Estate

56.
Real Estate

57.
eHealth & Biotech

58.
eHealth & Biotech

59.
eHealth & Biotech

60.
Incumbent Disruption

61.
The meeting left him determined to disrupt his own bank
before Ant, or another challenger, had a chance to do so.
He considered spinning off a separate unit to lead the
transformation, or outsourcing some of it to fintech
firms, but decided that DBS was capable of rebuilding
itself. “The received wisdom is that it’s impossible to
change culture,” he says. “But I had gone back home to
Delhi to visit my dad, who’s in his 80s. He banked online,
paid his taxes online, shopped on Amazon—so what
makes us think we can’t change people in their 40s and
50s sitting in a bank?”
“
Piyush Gupta,CEO DBS Group.The Economist.Jun.2019

62.
General disregard for small startups

63.
Tips for incumbents
Don’t undervalue disruptive tech (i.e. Blockchain)

64.
Tips for incumbents
Don’t undervalue disruptive tech (i.e. Blockchain)
Focus on trends, not tech itself

65.
Tips for incumbents
Don’t undervalue disruptive tech (i.e. Blockchain)
Focus on trends, not tech itself
Focus on new business models, not self improvement

66.
Tips for incumbents
Don’t undervalue disruptive tech (i.e. Blockchain)
Focus on trends, not tech itself
Focus on new business models, not self improvement
CVC isn’t just about ROI

67.
Tips for incumbents
Don’t undervalue disruptive tech (i.e. Blockchain)
Focus on trends, not tech itself
Focus on new business models, not self improvement
CVC isn’t just about ROI
Begin working with Venture Builders

68.
Scaling beyond the region

69.
Local still complicated

70.
Source: LinkedIn Future of Skills APAC Report,2019.

71.
The Trade Wars

72.
Source: Southeast Asia Tech Investment in 2018.Cento

73.
Source: https://www.singstat.gov.sg/modules/infographics/economy
Singapore's Direct
Investment
Abroad in 2017

74.
Source: https://www.singstat.gov.sg/modules/infographics/economy
Foreign Direct
Investment in
Singapore in 2017

75.
HUAWEI
NVIDIA / QUALCOMM

76.
Natural scaling regions
Source: e-Conomy SEA 2018 Report.Google-Temasek

77.
Source: e-Conomy SEA 2018 Report.Google-Temasek

78.
Cross border investments

79.
Avoided markets

80.
Avoided markets

81.
660 M
vs
743 M

82.
Average annual spending per capita for online shopping in Europe from 2015 to 2018,
by country (in euros**)
Source: Statista 2019

83.
28 countries
23 official languages

84.
Northern Europe
Southern Europe
4000 KM

85.
Western Europe
Eastern Europe

86.
Source: Dealroom.co.Excludes buyouts,secondary transactions,debt,ICOs,lending capital,grants.

87.
Distributed Startups

88.
Global Scope
Most SEA too regional
Some players undervalued

89.
Europe - Asia opportunities

90.
Market Saturation

91.
Local Corporates (CVC)
Who funds the region?

92.
Increased competition

93.
Organic growth

94.
Breaking the regional lock

95.
Excel at scale
Apply to Europe

96.
Lessons of efficiency

97.
Logistics (Forward Freighter)
Operations (massive retail operations)
Automation (autonomous vehicle China roads)
Recommendation (Dynamic Yield)
Semiconductors – AI chipsets (Xiaomi)
5G (Huawei)
Cryptocurrencies
eSports
Cybersecurity & Privacy technology

98.
http://www.slideshare.net/thealeph Alex Barrera (@abarrera)
THANK YOU
Alex Barrera
alex@thealeph.com

99.
Growing in Asia Group
http://bit.ly/GrowingInAsia
https://www.linkedin.com/in/abarrera