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.
Quay in Penang (~1910)

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.
Islam

23.
Buddhism
British rule
Strait Settlements

24.
Rise of the Startups

25.
Source: https://oec.world/en/profile/country/mys/

26.
Yi-Ren Ng
CEO Lytro

27.
Pua Khein-Seng
CEO Phison Electronics Corp

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

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

31.
Source: The Mobile Economy Asia-Pacific 2018 Report.GSM Association.

32.
Mobile phone internet user penetration in Malaysia from 2017 to 2023
Source: Statista 2019

33.
Source: e-Conomy SEA 2018 Report.Google-Temasek

34.
Source: CBInsights Data.The Aleph Report elaboration.

35.
Source: CBInsights Data.The Aleph Report elaboration.

36.
Sectors

37.
Online Retail

38.
Online Retail

39.
Source: e-Conomy SEA 2018 Report.Google-Temasek

40.
FinTech

41.
FinTech

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.
Cryptocurrencies

44.
Autonomous Machines

45.
Autonomous Machines

46.
Autonomous Machines

47.
Media

48.
Media
Source: e-Conomy SEA 2018 Report.Google-Temasek

49.
Health

50.
Health

51.
Health

52.
Incumbent Disruption

53.
High-Tech exports plummeting

54.
Source: https://oec.world/en/profile/country/mys/

55.
Source: https://oec.world/en/visualize/tree_map/hs92/import/mys/show/8542/2017/

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.
General disregard for small startups

58.
General disregard for small startups

59.
General disregard for small startups
Hello Robotics

60.
Tips for incumbents
Don’t undervalue disruptive tech (i.e. Blockchain)

61.
Tips for incumbents
Don’t undervalue disruptive tech (i.e. Blockchain)
Focus on trends, not tech itself

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.
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.
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.
Scaling beyond the region

66.
Local still complicated

67.
Very conservative
(Sharia Law)

68.
Venture Capital problems
Loans instead of investments
No real VC partners but employees
Draconian term sheets
Small funds
Lack of serial entrepreneurs

69.
Source: Cento Research

70.
The Trade Wars

71.
Source: Southeast Asia Tech Investment in 2018.Cento

72.
Source: https://oec.world/en/visualize/tree_map/hs92/export/mys/show/8542/2017/

73.
HUAWEI
NVIDIA / QUALCOMM

74.
Natural scaling regions
Source: e-Conomy SEA 2018 Report.Google-Temasek

75.
Source: e-Conomy SEA 2018 Report.Google-Temasek

76.
Cross border investments

77.
Avoided markets

78.
Avoided markets

79.
660 M
vs
743 M

80.
Average annual spending per capita for online shopping in Europe from 2015 to 2018,
by country (in euros**)
Source: Statista 2019

81.
28 countries
23 official languages

82.
Northern Europe
Southern Europe
4000 KM

83.
Western Europe
Eastern Europe

84.
Source: Dealroom.co.Excludes buyouts,secondary transactions,debt,ICOs,lending capital,grants.

85.
Distributed Startups

86.
Global Scope
Most SEA too regional
Some players undervalued

87.
Europe - Asia opportunities

88.
Market Saturation

89.
Local Corporates (CVC)
Who funds the region?

90.
Increased competition

91.
Organic growth

92.
Breaking the regional lock

93.
Excel at scale
Apply to Europe

94.
Lessons of efficiency

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

97.
Growing in Asia Group
http://bit.ly/GrowingInAsia
https://www.linkedin.com/in/abarrera