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BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capital VC (English)
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Darwinian VC Evolution: Strategy Changes Due to Low Southeast Asia Fund Performance 0.4X vs. USA, India & China - E436
Manage episode 424642751 series 3243141
Adriel Yong, Head of Investments at Ascend Network, and Jeremy Au assessed Southeast Asia's low VC fund performance (median 0.4X returns vs. USA (1X) and India (1.3x). They discussed VCs shifting towards more realistic and localized investment strategies, while also taking into account growing geopolitical USA vs. China tensions with their resulting trade and economic impacts on countries like Singapore, Indonesia and Vietnam. They explored a range of strategies: shift towards earlier-stage investments, private debt, exploring less saturated/ underpriced markets like Malaysia, increased focus on consumer categories, "rightsizing" towards smaller fund sizes, pushing for complex yet needed secondary transactions, instituting more disciplined investment practices and managing capital better.
Watch, listen or read the full insight at https://www.bravesea.com/blog/darwinian-vc-evolution
Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/darwinian-vc-evolution-id
观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/darwinian-vc-evolution-cn
Get transcripts, startup resources & community discussions at www.bravesea.com
WhatsApp: https://chat.whatsapp.com/CeL3ywi7yOWFd8HTo6yzde
TikTok: https://www.tiktok.com/@jeremyau
Instagram: https://www.instagram.com/jeremyauz
Twitter: https://twitter.com/jeremyau
LinkedIn: https://www.linkedin.com/company/bravesea
TikTok: https://www.tiktok.com/@jeremyau
Instagram: https://www.instagram.com/jeremyauz
Twitter: https://twitter.com/jeremyau
LinkedIn: https://www.linkedin.com/company/bravesea
English: Spotify | YouTube | Apple Podcasts
Reach out to joe@heymax.ai to learn more about Heymax
465 episodes
Manage episode 424642751 series 3243141
Adriel Yong, Head of Investments at Ascend Network, and Jeremy Au assessed Southeast Asia's low VC fund performance (median 0.4X returns vs. USA (1X) and India (1.3x). They discussed VCs shifting towards more realistic and localized investment strategies, while also taking into account growing geopolitical USA vs. China tensions with their resulting trade and economic impacts on countries like Singapore, Indonesia and Vietnam. They explored a range of strategies: shift towards earlier-stage investments, private debt, exploring less saturated/ underpriced markets like Malaysia, increased focus on consumer categories, "rightsizing" towards smaller fund sizes, pushing for complex yet needed secondary transactions, instituting more disciplined investment practices and managing capital better.
Watch, listen or read the full insight at https://www.bravesea.com/blog/darwinian-vc-evolution
Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/darwinian-vc-evolution-id
观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/darwinian-vc-evolution-cn
Get transcripts, startup resources & community discussions at www.bravesea.com
WhatsApp: https://chat.whatsapp.com/CeL3ywi7yOWFd8HTo6yzde
TikTok: https://www.tiktok.com/@jeremyau
Instagram: https://www.instagram.com/jeremyauz
Twitter: https://twitter.com/jeremyau
LinkedIn: https://www.linkedin.com/company/bravesea
TikTok: https://www.tiktok.com/@jeremyau
Instagram: https://www.instagram.com/jeremyauz
Twitter: https://twitter.com/jeremyau
LinkedIn: https://www.linkedin.com/company/bravesea
English: Spotify | YouTube | Apple Podcasts
Reach out to joe@heymax.ai to learn more about Heymax
465 episodes
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