This document discusses strategies for startups and companies to grow successfully in Asia while dealing with local disruption. It notes that Asia has historically been entrepreneurial and an important center for trade. Today, Asia has a large number of internet users and mobile connectivity that have enabled the rise of startups in sectors like e-commerce, fintech, logistics and health tech. Incumbents are advised to focus on new business models and work with startups to avoid disruption. While many Asian startups focus only on their local markets, the document suggests opportunities for expansion to other regions in Asia or Europe by leveraging Asia's strengths in areas such as manufacturing, logistics and emerging technologies.

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

17. First Movable Type

18. Horticulture & use of grafts

19. Horticulture & use of grafts

20. Taoism

21. Buddhism

22. Confucianism

23. 4 books and 5 classics (四書五經)

24. Major peace in the region (Tang Dynasty)

25. Buddhism
British rule
Strait Settlements

26. Rise of the Startups

28. 1989

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

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

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

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

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

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

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

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

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

42. Sectors

43. Online Retail

44. Online Retail

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

48. Logistics & Operations

49. Logistics & Operations

50. FinTech

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

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

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

55. Cryptocurrencies

56. Blockchain

57. Blockchain

58. Blockchain

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

60. Cryptocurrencies

61. Cybersecurity

62. Cybersecurity

63. Cybersecurity

64. Cybersecurity

65. Cybersecurity

66. Real Estate

67. Real Estate

68. eHealth & Biotech

69. eHealth & Biotech

70. eHealth & Biotech

71. Incumbent Disruption

72. 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

75. General disregard for small startups

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

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

78. 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

79. 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

80. 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

81. Scaling beyond the region

82. Local still complicated

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

85. The Trade Wars

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

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

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

92. HUAWEI
NVIDIA / QUALCOMM

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

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

96. Cross border investments

97. Avoided markets

98. Avoided markets

99. 660 M
vs
743 M

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

102. 28 countries
23 official languages

103. Northern Europe
Southern Europe
4000 KM

104. Western Europe
Eastern Europe

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

108. Distributed Startups

109. Global Scope
Most SEA too regional
Some players undervalued

110. Europe - Asia opportunities

111. Market Saturation

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

113. Increased competition

114. Organic growth

115. Breaking the regional lock

116. Excel at scale
Apply to Europe

117. Lessons of efficiency

118. 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

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

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