In this slideshow, we look at the key ingredients which make for good venture ecosystems, and find that South East Asia scores impressively on all fundamental factors, higher than India in almost all categories and even better than China in a few.
We take a deeper look at various data points including addressable population, spending power, infrastructure, technology adoption and usage, business and startup ecosystem quality. Our inference as a result of all these data points is that SE Asian markets present a tremendous opportunity for startups led value creation.
We conclude that there is an extra ordinary opportunity for VCs to back the leading Founders in SE Asia. Given the strong fundamentals, better consumer demographics, the funding gap and the presence of only few local and active VCs, SE Asia presents very attractive dynamics for Venture Capitalists (lower competition for companies and VCs, rational entry valuations, favourable deal timelines, founders’ focus on limited cash burn).