7. Online GDP is a useful macro-metric to identify attractive markets
1. Outside existing key Big-10 eCG markets 2. Top 30 accounts for 90% of RoW online GDP
8. Mobile or PC?
White outlines indicate eCG Presence
160 Mobile Only Mobile + Web
Italy
140 Hong Kong Singapore
Mobile subscriptions per 100 inhabitants
Portugal Germany UK Denmark
120
Spain Ireland Netherlands
Argentina Poland Finland
100 Panama Taiwan Sweden
South Africa Venezuela Uruguay Australia Norway
France New Zealand
Puerto Rico
80 India Chile
Ecuador Malaysia Japan United States
Colombia China
60 Mexico Canada
Philippines Peru Brazil
Dominican Rep.
40 Indonesia
Egypt
Bolivia Costa Rica
20
0 Neither Web Only
0 5 10 15 20 25 30 35 40 45 50 55 60 65 70 75 80 85
Internet users per 100 inhabitants
Source: Forrester Research, โHow Consumers Connect Around the Worldโ, August 20, 2009
11. China Case Study
โข Partnership with local players to leverage their knowledge
โข Multiple investment rounds with clear focus
โข Targeting one market at a time bearing fruit
12. Latin America Case Study
โข Ready-made product with local brand
โข Local management team
โข Head start in an attractive market
โข Accelerated learning