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Darwinian VC Evolution: Strategy Changes Due to Low Southeast Asia Fund Performance 0.4X vs. USA, India & China - E436

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Manage episode 424642751 series 3243141
Kandungan disediakan oleh Jeremy Au. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jeremy Au atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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

  continue reading

443 episod

Artwork
iconKongsi
 
Manage episode 424642751 series 3243141
Kandungan disediakan oleh Jeremy Au. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jeremy Au atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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

  continue reading

443 episod

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