1.
Greater China Investment Landscape & Updates
Edith Yeung (@edithyeung) | November 2015

2.
Edith Yeung is a Partner at 500 Startups’ Mobile
Collective, focusing on investing in mobile apps and
consumer internet startups.
Before 500, Edith was the VP of marketing & business
development for Dolphin Browser. Dolphin Browser is a
Sequoia-backed mobile browser with over 150 million
installs worldwide. She also founded RightVentures -
seed stage investment firm focusing on mobile and
consumer internet companies. Prior, she led many
operation roles at Oracle, Siebel, AT&T, Symantec,
Telstra, Cisco, Autodesk, etc.

3.
China by the number
• Over 1.37 billion in population
• Over 1.27 billion mobile phone subscribers
• 691 million smartphone subscribers
• 260 million people live in just 15 Chinese cities
• 549 million Wechat monthly active users
• 21 unicorn companies since 2011
• Over 200 app stores in China
• Apple sold over 13 million units of iPhone in China only over
a weekend in September 2015
Source:
Unicorn
list
-­‐
h1ps://www.cbinsights.com/research-­‐unicorn-­‐companies

4.
7 Things You Must Know for Greater
China Investment Landscape
1. China is hot by the number
2. Top 8 startup cities in China
3. Most active venture capital firms in Asia/China
4. The world of BAT (Baidu, Alibaba & Tencent)
5. Top M&A countries for the Chinese
6. Top investment trends
7. Hong Kong & Taiwan are playing catch up

5.
$9.64 Billion invested in 110 deals in
Q3 2015
Source:
CB
Insights
h1ps://www.cbinsights.com/blog/asia-­‐q3-­‐2015-­‐vc-­‐funding-­‐high/

6.
Top 8 Startup Cities in China
1. Beijing
2. Shenzhen
3. Shanghai
4. Hangzhou
5. Guangzhou
6. Wuhan
7. Chengdu
8. Nanjing
Source:
CB
Insights
h1ps://www.cbinsights.com/blog/china-­‐tech-­‐q1-­‐2015/
ChinaNetCloud
h1p://www.slideshare.net/ChinaNetCloud/running-­‐internet-­‐systems-­‐in-­‐china-­‐the-­‐details-­‐you-­‐need-­‐to-­‐succeed-­‐in-­‐chinese-­‐internet-­‐operaHons

7.
500Startups is the most active VC in Asia (Q3 2015)
Source:
CB
Insights
h1ps://www.cbinsights.com/blog/asia-­‐q3-­‐2015-­‐vc-­‐funding-­‐high/

8.
The World of BAT

9.
Tencent invested in 31 startups in 2015

10.
Alibaba invested in 16 startups in 2015

11.
Baidu invested in 17 startups in 2015

12.
Top countries attracting Chinese M&A
Source:
KPMG
China
Outlook
2015
h1p://www.kpmg.com/ES/es/Internacionalizacion-­‐KPMG/Documents/China-­‐Outlook-­‐2015.pdf

13.
7 Top Investment Trends for China
(according to Edith J )
1. eCommerce
2. Hardware / IOT
3. Robotics
4. VR
5. Gaming
6. Medical
7. Education

14.
Hong Kong & Taiwan are playing catch
up

15.
You can have your mooncake and eat it too.

16.
You can find my presentation at:
• Deck http://www.edith.co/#blog
• Email edith@500.co
• Twitter @edithyeung
• Newsletter http://www.edith.co/#newsletter