VC Investing in Southeast Asia

The video discusses the impact of the global pandemic on venture capital portfolios, highlighting the initial shock and subsequent recovery. It explores changes in investment strategies, emphasizing business models that generate immediate revenue and focus on impact, particularly in Fintech. The discussion also covers consumer trends and technology adaptation, with a focus on Indonesia's Fintech growth. Finally, it addresses regulatory responses in emerging markets, noting Indonesia's measured approach to E money licensing.

How did the pandemic initially affect venture capital portfolios?

• They experienced unprecedented growth.

• They remained stable with no significant changes.

• They faced casualties and some fatalities.

• They shifted focus to traditional industries.

What has been a major change in investment mentality during the pandemic?

• Investing heavily in traditional industries.

• Focusing on long-term growth without immediate revenue.

• Ignoring the impact of the pandemic on investments.

• Prioritizing business models that can generate revenue from day one.

How did ride-sharing companies adapt during the pandemic?

• They stopped operations completely.

• They shifted focus to food and grocery delivery.

• They increased their ride-sharing services.

• They merged with other transportation companies.

What significant change occurred in Indonesia's fintech space during the pandemic?

• A decline in smartphone usage for trades.

• A 50-fold increase in transactions for a portfolio company.

• A reduction in the number of fintech companies.

• A decrease in personal investment rates.

How have Indonesian authorities responded to the growth of fintech?

• By ignoring the changes in the market.

• By implementing a strict ban on all fintech activities.

• By vigilantly monitoring and regulating the market.

• By encouraging monopolistic behaviors.