Analyse Asia With Bernard Leong

The Southeast Asia Investment Landscape with Jeremy Au

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Synopsis

"Southeast Asia is a very exciting market and I think lots of folks, and probably guests have talked about it, but let's just rattle off the list; obviously you have a rising middle class, you have that openness to trade, openness to immigration, and openness to keep growing from a policy perspective. Of course, there's the urbanization and the internet technology digitalization wave. So these are all the first three slides of every VC fund and LP deck, but also the first three slides of every market report. There are so many great ones out there. But I think when we double click a little bit further, what we're also thinking about is what are the industries that are ripe for change. You can call it disruption, you can call it digitalization, but I think that's the crux of it. When we look at venture capital, how do you build that a hundred million dollar revenue business within 10 years and create that 10x multiple? I think that's the home run that VC funds are geared towards.  That's something that is curre