This paper is based on the speeches made by Ebihara Yuanwu in the 2015 Asian Leaders ' summit held in Singapore yesterday. Hailo a positive view on the future development of Asian technology markets, and gave a brief analysis of the major events in Asia in the past year. Mr. Hailo is a founding partner of the renowned investment organization, Rebright Partners, who is currently strategically focused on the Southeast Asian market.
Over the past decade, China has been the main beneficiary of the US-Japan investment. It is rare to see the two major economies at the same time investing capital in the world's third-largest economy.
However, in the second decade of the 21st century, the situation gradually changed: In 2013, Japan's enthusiasm for investing in China began to shift the focus of foreign investment from China to south-east Asia. On the other hand, while the United States continues to invest capital in the Chinese market, it is slowly and firmly strengthening its investment in India.
The above is a glimpse of the changing direction of investment in the past five years. To understand the changes in the Asian technology market over the past year, I believe the following articles will give you a satisfactory answer.
Southeast Asian market booming
In recent years, Southeast Asia this piece of Geomantic Omen has bred many scale unprecedented financing.
Lazada (a network of Southeast Asian networks) has successfully financed 250 million of billions of dollars from Temasek Holdings, the Singapore sovereign Fund, at a 1.25 billion dollar valuation. As I know, this is the largest financing in the history of Southeast Asia. Lazada also has rocket Internet support behind it, which has a 23.8% stake.
Lazada's total annual commodity deal (GMV) is estimated to reach $270 million trillion, which means it is valued at almost four times times the total annual commodity deal. Temasek is so bold to extravagantly small businesses that it is rare in the global market for electricity dealers.
Meanwhile, Tokopedia, the Indonesian power business leader, has also successfully financed 100 million of billions of dollars, including the US's premier venture capital Sequoia and SoftBank, the Japanese telecoms and internet giant. Tokopedia valuation has not been disclosed, but the relevant information on SoftBank shows that Tokopedia last year's total merchandise transaction amounted to $100 million trillion.
Another round of 2014 years of financing for South-East Asia comes from GrabTaxi. The taxi software won a huge investment of 250 million dollars from SoftBank. While the company's valuation of the firm was kept secret, Wall Street reported that the figure amounted to $1 billion trillion.
In addition to the financing cases mentioned above, south-East Asia also had a number of 1 billion-dollar companies that were successful in financing last year, such as the Indonesian Bukalapak and the Singapore Grocer Redmart.
This kind of prosperity is everywhere in the Southeast Asian technology market in recent years, we can see that Southeast Asia is making progress. Singapore has attracted far more total financing than Japan in recent years. In just 20,131 years it has reached $1.7 billion trillion, and 2014 is more likely to be on this basis.
On the other end of the line, I am not going to discuss Singapore's goal of limiting my conversation to a Singapore start-up company. But as you all know, Singapore's easy business environment is a haven for startups, and certainly more representative.
Chinese start-up companies focus on global expansion
The Alibaba Group's investment in Singapore's postal Service has clearly marked the ambitions of its expansion plan. Recently, the group announced that Ali Global fast selling to Indonesia services. The above two events show Alibaba not only looking at the new business partners, but also the long-term vision in the Southeast Asian market.
Singapore Post is not the only multinational investor in Alibaba Group. Apart from Alibaba's huge investment in China, foreign businessmen such as Lyft, the big Game Studio Kabam also enjoy the economic support of Alibaba. Alibaba, however, is far from being the only technology giant in China that looks to expand its market outward.
Such as Tencent also actively seek external investment opportunities. It invests in companies including Japanese game developer aiming and South Korea's CJ Group.
Although Baidu is not as positive as the previous two to focus on expansion, its external investment is also not to be underestimated. Only its IPO investment in Uber amounted to $600 million trillion, and of course neither side confirmed the news.
To sum up, 2014 marked the turning point of China's science and technology giant Enterprises ' foreign investment.
India-The next electric business paradise
India's growth has been staggering in recent years, with more predictions that India's GDP will overtake the US between 2030 and 2040.
Flipkart, India's biggest power trader, last year traded a total of 3 billion dollars in commodities. Its 2015-year goal is to reach 8 billion.
Although this figure is still not the same as Japan's largest electric business Lotte last year, 16.7 billion dollar total merchandise transactions compared. But to put it another way, India's biggest power trader is fast growing to half the size of Japan's biggest power supplier, compared with Flipkart's annual growth rate of almost three times times. No one can assert that in the near future Flipkart will surpass Rakuten.
The company valued $10 billion in financing, and its high growth prospects earned it a 1 billion dollar investment from the government's direct investment Company (GIC) and other agencies. The Wall Street Journal said Flipkart's valuation ranked fifth in the valuation of all IPO companies so far.
Foreign investment is pouring into India, the same month that Flipkart received its $1 billion trillion in financing, and Jeff Bezos, founder of the famous electric trader Amazon, Bangalore, symbolically issued a 2 billion-dollar cheque to Amazon India.
In addition, Paytm, India's largest mobile payment provider, has received a large investment from Alibaba, a sign that Chinese companies are slowly entering a market that is traditionally dominated by the U.S. and India capital.
A brand-new Asia
It is not hard to see that the Asia we live in is changing, as the above-mentioned changes have taken place in 12 months. The US has made little changes to Asia's investment strategy – continuing to benefit from investment and its own impact on the economic pulse of Asia. Chinese investors are aggressively expanding their strategy, targeting South-East Asia, India and the United States. Gradually from the international market to investors into investors.
India's growth rate is not to be underestimated. South-East Asia is no longer a haven for Japanese investors, and the butterfly effect of its strong growth is enough to spur the development of investment giants.
Japan will inevitably face more competition. Its investments are mainly in Southeast Asia, with relatively less concern for China and India.
However, there are exceptions to every universal rule, and son, chairman and president of SoftBank, is a big shareholder in countless Asian start-ups. such as China's Alibaba, Indonesia's Tokopedia, and India's Snapdeal,
SoftBank also has a lot of scope in other areas, such as South-east Asia's taxi software GrabTaxi, which owns the US telecoms company Sprint.
Son was hailed as a popular idol in Japan. But the big thing about national prosperity is that one's mind is far from enough. Japan should actively invest in the whole of Asia, lest China and the United States win the fruits of victory.
Asia is destined to become the world's largest technology companies market, and to achieve this will require the Chinese technology giants, Singapore sovereign funds to join hands, coupled with India and Southeast Asia's rapid development as the driving force.
I believe that the second decade of the 21 World Conference is the Golden Age of Asia's technology industry.