2014

You have probably seen the infographic by Tech In Asia on the biggest Series A in Asia (see link).

What it means for me:

1. Ventures for South East Asia is relatively cheap as compared to the larger Asian player(s) i.e. China;

2. There is huge disparity in terms of valuation between the rest of Asia and South East Asia – China could be a little too expensive for the time being and potentially funding would spill over to South East Asia;

3. The South East Asia story is realizing – international VCs are starting to explore into the “road less taken” e.g. Vietnam;

4. No clear correlation between market sizing (in terms of population) and valuation – ventures are less geographically sensitive.

So, what is so intriguing about this?

1. Will this trend continue?

2. Will valuation in South East Asia go up since there are observations where more funding are after ASEAN ventures?

3. At what price will VCs stop investing?

That’s all the ranting I have for now. Till next time.

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