Asian internet market is now unitedly and phenomenally growing led by U.S, China.

1. Momentum of Asian Tech Market
Takeshi Ebihara Mar, 2015

2. ~2010
Until Last Decades, 2 major country’s investment went into China

3. Reversed into
SE Asia2013
2010~
Since this half Decade
Starting India
Investment

4. What we witnessed in 2014

5. SE Asia

6. 23.8% owned by
Raised
$250M from
Valued
$1.25B
Valued
?
Valued
?
Raised
$250M from
Raised
$100M from
Some other $10M+
$270M GMV (est)
$100M GMV
(SoftBank disclosure)
500K MAU

7. Tech Venture Funding in Singapore
Delaware state of “United States of SE Asia”
$1.7B
‘14

8. China

9. Alibaba bought SingPost stake for $313m

10. China domesticOutside of China

11. Most deal
+ $100M
China domesticOutside of China

12. Baidu invested $600M in Uber

13. India

15. Invested $1B at 10B Val
$2B GMV last year
aiming $8B this year
cf: Rakuten: $17B
Indian Top startup And it’s competitor
Wrote $2B check

16. Invested 575M for 25%
$650M GTV last year
Aiming $3B this year
Top Mobile Payment

17. All those happened this only 12 months.

18. This is ASIA we’re living in

19. U.S. is/will be the “Shareholder of Asia”
This is ASIA we’re living in

20. China is no more
investment “Destination”
only.
Also the Shareholder of
Asia.
This is ASIA we’re living in

21. India growth is
phenomenal
to be 2nd largest in the
world
This is ASIA we’re living in

22. SE Asia is no longer Japan’s sanctuary.
All major countries are/will aggressive.
This is ASIA we’re living in

23. Japan…

24. Softbank is the only exception in
Japanese Tech to “Go Asia”…
This is ASIA we’re living in

25. Japan should
“Go Asia again, or Go home”.
This is ASIA we’re living in

26. @TakeshiEbihara
info@rebrightpartners.com
jp.linkedin.com/in/ebihara
Written by Takeshi Ebihara, Founding General Partner of Rebright Partnters
March of 2015