Growing in Asia: Singapore

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. Buddhism Oei Tiong Ham (1866-1924) CEO OTHC

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. Buddhism British rule Strait Settlements

23. Rise of the Startups

24. 1989

25. Source: STATISTICS SINGAPORE -Infographics -Singapore Economy 2017

26. Number of internet users in selected countries in the Asia-Paciﬁc region as of January 2019, by country (in millions) Source: Statista 2019

27. Number of internet users in selected countries in the Asia-Paciﬁc region as of January 2019, by country (in millions) Source: Statista 2019

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

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

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

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

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

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

34. Sectors

35. Online Retail

36. Online Retail

38. Logistics & Operations

39. Logistics & Operations

40. FinTech

41. Cryptocurrencies Source: https://elementus.io/blog/ico-market-august-2018/

44. Cryptocurrencies

45. Blockchain

46. Blockchain

47. Blockchain

48. Blockchain Source: LinkedIn Future of Skills APAC Report,2019.

49. Cryptocurrencies

50. Cybersecurity

51. Cybersecurity

52. Cybersecurity

53. Cybersecurity

54. Cybersecurity

55. Real Estate

56. Real Estate

57. eHealth & Biotech

60. Incumbent Disruption

61. The meeting left him determined to disrupt his own bank before Ant, or another challenger, had a chance to do so. He considered spinning off a separate unit to lead the transformation, or outsourcing some of it to ﬁntech ﬁrms, but decided that DBS was capable of rebuilding itself. “The received wisdom is that it’s impossible to change culture,” he says. “But I had gone back home to Delhi to visit my dad, who’s in his 80s. He banked online, paid his taxes online, shopped on Amazon—so what makes us think we can’t change people in their 40s and 50s sitting in a bank?” “ Piyush Gupta,CEO DBS Group.The Economist.Jun.2019

62. General disregard for small startups

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

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

65. 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

66. 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

67. 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

68. Scaling beyond the region

69. Local still complicated

70. Source: LinkedIn Future of Skills APAC Report,2019.

71. The Trade Wars

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

73. Source: https://www.singstat.gov.sg/modules/infographics/economy Singapore's Direct Investment Abroad in 2017

74. Source: https://www.singstat.gov.sg/modules/infographics/economy Foreign Direct Investment in Singapore in 2017

75. HUAWEI NVIDIA / QUALCOMM

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

78. Cross border investments

79. Avoided markets

80. Avoided markets

81. 660 M vs 743 M

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

83. 28 countries 23 official languages

84. Northern Europe Southern Europe 4000 KM

85. Western Europe Eastern Europe

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

87. Distributed Startups

88. Global Scope Most SEA too regional Some players undervalued

89. Europe - Asia opportunities

90. Market Saturation

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

92. Increased competition

93. Organic growth

94. Breaking the regional lock

95. Excel at scale Apply to Europe

96. Lessons of efficiency

97. 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

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

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