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GROWING IN ASIA How to survive local disruption while going global Alex Barrera alex@thealeph.com
HELLO MY NAME IS...
My Blended Experience
FACE TO FACE FORUMS (WhatsApp) WOW Room
Growing in Asia Group http://bit.ly/GrowingInAsia
Entrepreneurial Region by nature
Historically entrepreneurial
Later Silla sea dominion Trade Control
China Silk Road control Trade Control
Despite Europe… Asia trade was central
Quay in Penang (~1910)
Gunpowder
Compass
First Movable Type
Horticulture & use of grafts
Horticulture & use of grafts
Taoism
Buddhism
Confucianism
4 books and 5 classics (四書五經)
Major peace in the region (Tang Dynasty)
Islam
Buddhism British rule Strait Settlements
Rise of the Startups
Source: https://oec.world/en/profile/country/mys/
Yi-Ren Ng CEO Lytro
Pua Khein-Seng CEO Phison Electronics Corp
Number of internet users in selected countries in the Asia-Pacific region as of January 2019, by country (in millions) Sour...
Internet user penetration in Malaysia from 2017 to 2023 Source: Statista 2019
Source: The Mobile Economy Asia-Pacific 2018 Report.GSM Association.
Source: The Mobile Economy Asia-Pacific 2018 Report.GSM Association.
Mobile phone internet user penetration in Malaysia from 2017 to 2023 Source: Statista 2019
Source: e-Conomy SEA 2018 Report.Google-Temasek
Source: CBInsights Data.The Aleph Report elaboration.
Source: CBInsights Data.The Aleph Report elaboration.
Sectors
Online Retail
Online Retail
Source: e-Conomy SEA 2018 Report.Google-Temasek
FinTech
FinTech
Cryptocurrencies Last June, a Malaysian government advisory committee, Majlis Perundingan Melayu signed a memorandum of un...
Cryptocurrencies
Autonomous Machines
Autonomous Machines
Autonomous Machines
Media
Media Source: e-Conomy SEA 2018 Report.Google-Temasek
Health
Health
Health
Incumbent Disruption
High-Tech exports plummeting
Source: https://oec.world/en/profile/country/mys/
Source: https://oec.world/en/visualize/tree_map/hs92/import/mys/show/8542/2017/
Disruption coming from outside “A paradigm shift among SMEs, especially in innovation and creative solutions, is key to pr...
General disregard for small startups
General disregard for small startups
General disregard for small startups Hello Robotics
Tips for incumbents Don’t undervalue disruptive tech (i.e. Blockchain)
Tips for incumbents Don’t undervalue disruptive tech (i.e. Blockchain) Focus on trends, not tech itself
Tips for incumbents Don’t undervalue disruptive tech (i.e. Blockchain) Focus on trends, not tech itself Focus on new busin...
Tips for incumbents Don’t undervalue disruptive tech (i.e. Blockchain) Focus on trends, not tech itself Focus on new busin...
Tips for incumbents Don’t undervalue disruptive tech (i.e. Blockchain) Focus on trends, not tech itself Focus on new busin...
Scaling beyond the region
Local still complicated
Very conservative (Sharia Law)
Venture Capital problems Loans instead of investments No real VC partners but employees Draconian term sheets Small funds ...
Source: Cento Research
The Trade Wars
Source: Southeast Asia Tech Investment in 2018.Cento
Source: https://oec.world/en/visualize/tree_map/hs92/export/mys/show/8542/2017/
HUAWEI NVIDIA / QUALCOMM
Natural scaling regions Source: e-Conomy SEA 2018 Report.Google-Temasek
Source: e-Conomy SEA 2018 Report.Google-Temasek
Cross border investments
Avoided markets
Avoided markets
660 M vs 743 M
Average annual spending per capita for online shopping in Europe from 2015 to 2018, by country (in euros**) Source: Statis...
28 countries 23 official languages
Northern Europe Southern Europe 4000 KM
Western Europe Eastern Europe
Source: Dealroom.co.Excludes buyouts,secondary transactions,debt,ICOs,lending capital,grants.
Distributed Startups
Global Scope Most SEA too regional Some players undervalued
Europe - Asia opportunities
Market Saturation
Local Corporates (CVC) Who funds the region?
Increased competition
Organic growth
Breaking the regional lock
Excel at scale Apply to Europe
Lessons of efficiency
Logistics (Forward Freighter) Operations (massive retail operations) Automation (autonomous vehicle China roads) Recommend...
http://www.slideshare.net/thealeph Alex Barrera (@abarrera) THANK YOU Alex Barrera alex@thealeph.com
Growing in Asia Group http://bit.ly/GrowingInAsia https://www.linkedin.com/in/abarrera
Growing in Asia: Malaysia
Growing in Asia: Malaysia
Growing in Asia: Malaysia
Growing in Asia: Malaysia
Growing in Asia: Malaysia
Growing in Asia: Malaysia
Growing in Asia: Malaysia
Growing in Asia: Malaysia
Growing in Asia: Malaysia
Growing in Asia: Malaysia
Growing in Asia: Malaysia
Growing in Asia: Malaysia
Growing in Asia: Malaysia
Growing in Asia: Malaysia
Growing in Asia: Malaysia
Growing in Asia: Malaysia
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Growing in Asia: Malaysia

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Growing startups in Asia, winning locally and scaling beyond the region. We take a look at how Malaysian startups disrupt the incumbents in Asia and what kind of strategies they take to scale beyond their local market.

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Growing in Asia: Malaysia

  1. 1. GROWING IN ASIA How to survive local disruption while going global Alex Barrera alex@thealeph.com
  2. 2. HELLO MY NAME IS...
  3. 3. My Blended Experience
  4. 4. FACE TO FACE FORUMS (WhatsApp) WOW Room
  5. 5. Growing in Asia Group http://bit.ly/GrowingInAsia
  6. 6. Entrepreneurial Region by nature
  7. 7. Historically entrepreneurial
  8. 8. Later Silla sea dominion Trade Control
  9. 9. China Silk Road control Trade Control
  10. 10. Despite Europe… Asia trade was central
  11. 11. Quay in Penang (~1910)
  12. 12. Gunpowder
  13. 13. Compass
  14. 14. First Movable Type
  15. 15. Horticulture & use of grafts
  16. 16. Horticulture & use of grafts
  17. 17. Taoism
  18. 18. Buddhism
  19. 19. Confucianism
  20. 20. 4 books and 5 classics (四書五經)
  21. 21. Major peace in the region (Tang Dynasty)
  22. 22. Islam
  23. 23. Buddhism British rule Strait Settlements
  24. 24. Rise of the Startups
  25. 25. Source: https://oec.world/en/profile/country/mys/
  26. 26. Yi-Ren Ng CEO Lytro
  27. 27. Pua Khein-Seng CEO Phison Electronics Corp
  28. 28. Number of internet users in selected countries in the Asia-Pacific region as of January 2019, by country (in millions) Source: Statista 2019 32 million
  29. 29. Internet user penetration in Malaysia from 2017 to 2023 Source: Statista 2019
  30. 30. Source: The Mobile Economy Asia-Pacific 2018 Report.GSM Association.
  31. 31. Source: The Mobile Economy Asia-Pacific 2018 Report.GSM Association.
  32. 32. Mobile phone internet user penetration in Malaysia from 2017 to 2023 Source: Statista 2019
  33. 33. Source: e-Conomy SEA 2018 Report.Google-Temasek
  34. 34. Source: CBInsights Data.The Aleph Report elaboration.
  35. 35. Source: CBInsights Data.The Aleph Report elaboration.
  36. 36. Sectors
  37. 37. Online Retail
  38. 38. Online Retail
  39. 39. Source: e-Conomy SEA 2018 Report.Google-Temasek
  40. 40. FinTech
  41. 41. FinTech
  42. 42. Cryptocurrencies Last June, a Malaysian government advisory committee, Majlis Perundingan Melayu signed a memorandum of understanding with South Korean blockchain lab IncuBlock for blockchain tech development permissible under Sharia law. 
  43. 43. Cryptocurrencies
  44. 44. Autonomous Machines
  45. 45. Autonomous Machines
  46. 46. Autonomous Machines
  47. 47. Media
  48. 48. Media Source: e-Conomy SEA 2018 Report.Google-Temasek
  49. 49. Health
  50. 50. Health
  51. 51. Health
  52. 52. Incumbent Disruption
  53. 53. High-Tech exports plummeting
  54. 54. Source: https://oec.world/en/profile/country/mys/
  55. 55. Source: https://oec.world/en/visualize/tree_map/hs92/import/mys/show/8542/2017/
  56. 56. Disruption coming from outside “A paradigm shift among SMEs, especially in innovation and creative solutions, is key to propelling the manufacturing industry forward as it accounts for 98.5% of manufacturing companies and 42% of employment,” Tun Dr Mahathir Mohamad,Jul.2019 “
  57. 57. General disregard for small startups
  58. 58. General disregard for small startups
  59. 59. General disregard for small startups Hello Robotics
  60. 60. Tips for incumbents Don’t undervalue disruptive tech (i.e. Blockchain)
  61. 61. Tips for incumbents Don’t undervalue disruptive tech (i.e. Blockchain) Focus on trends, not tech itself
  62. 62. 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
  63. 63. 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
  64. 64. 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
  65. 65. Scaling beyond the region
  66. 66. Local still complicated
  67. 67. Very conservative (Sharia Law)
  68. 68. Venture Capital problems Loans instead of investments No real VC partners but employees Draconian term sheets Small funds Lack of serial entrepreneurs
  69. 69. Source: Cento Research
  70. 70. The Trade Wars
  71. 71. Source: Southeast Asia Tech Investment in 2018.Cento
  72. 72. Source: https://oec.world/en/visualize/tree_map/hs92/export/mys/show/8542/2017/
  73. 73. HUAWEI NVIDIA / QUALCOMM
  74. 74. Natural scaling regions Source: e-Conomy SEA 2018 Report.Google-Temasek
  75. 75. Source: e-Conomy SEA 2018 Report.Google-Temasek
  76. 76. Cross border investments
  77. 77. Avoided markets
  78. 78. Avoided markets
  79. 79. 660 M vs 743 M
  80. 80. Average annual spending per capita for online shopping in Europe from 2015 to 2018, by country (in euros**) Source: Statista 2019
  81. 81. 28 countries 23 official languages
  82. 82. Northern Europe Southern Europe 4000 KM
  83. 83. Western Europe Eastern Europe
  84. 84. Source: Dealroom.co.Excludes buyouts,secondary transactions,debt,ICOs,lending capital,grants.
  85. 85. Distributed Startups
  86. 86. Global Scope Most SEA too regional Some players undervalued
  87. 87. Europe - Asia opportunities
  88. 88. Market Saturation
  89. 89. Local Corporates (CVC) Who funds the region?
  90. 90. Increased competition
  91. 91. Organic growth
  92. 92. Breaking the regional lock
  93. 93. Excel at scale Apply to Europe
  94. 94. Lessons of efficiency
  95. 95. 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
  96. 96. http://www.slideshare.net/thealeph Alex Barrera (@abarrera) THANK YOU Alex Barrera alex@thealeph.com
  97. 97. Growing in Asia Group http://bit.ly/GrowingInAsia https://www.linkedin.com/in/abarrera

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