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BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders and Venture Capital VC
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Singapore: Silicon Box Unicorn, TheAsianParent Acquisition and Sovereign Wealth Fund Investment Shifts (GIC, Temasek) with Shiyan Koh - E380
Manage episode 400434836 series 3243141
Shiyan Koh, Managing Partner of Hustle Fund, and Jeremy Au covered three main topics:
1. Sovereign Wealth Fund Investment Shifts: Jeremy and Shiyan talked about how GIC conservatively deployed 46% less capital in 2023, and Temasek 53%. Saudi Arabia’s Public Investment Fund (PIF) deployed $31.6 billion in 2023, 53% higher than the $20.7 billion it invested the previous year - alongside other Gulf funds. This is due to high oil prices, investment mandates and national strategies to diversify their economies away from energy dependence.
2. Unicorn Silicon Box: Jeremy and Shiyan discussed Silicon Box (Singapore's latest unicorn), their veteran leadership and $2 billion Tampines facility build-out. They highlighted its role in the shifting landscape of semiconductor manufacturing in Southeast Asia and its implications for the region’s economic growth.
3. TheAsianParent Acquisition of Motherswork: Jeremy and Shiyan touched on the parenting platform’s strategy to expand from its digital roots into omnichannel physical retail. They also talked about the challenges brought by declining birth rates in several Asian economies, the dynamics of education, and national fertility & family policies.
They also touched on Noah Smith (Noahpinion with 139,000+ subscribers) wanting to work for Jacqueline Poh of Singapore's EDB (at the same managerial level as Patrick Collision of Stripe), and the reasons behind the interest in parenting startups in Southeast Asia, spanning services across childcare, IVF and egg freezing.
Watch, listen or read the full insight at https://www.bravesea.com/blog/fund-investment-shifts
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
Bahasa Indonesia: Spotify | YouTube | Apple Podcasts
Learn more about HDMall here:
431 episodios
Manage episode 400434836 series 3243141
Shiyan Koh, Managing Partner of Hustle Fund, and Jeremy Au covered three main topics:
1. Sovereign Wealth Fund Investment Shifts: Jeremy and Shiyan talked about how GIC conservatively deployed 46% less capital in 2023, and Temasek 53%. Saudi Arabia’s Public Investment Fund (PIF) deployed $31.6 billion in 2023, 53% higher than the $20.7 billion it invested the previous year - alongside other Gulf funds. This is due to high oil prices, investment mandates and national strategies to diversify their economies away from energy dependence.
2. Unicorn Silicon Box: Jeremy and Shiyan discussed Silicon Box (Singapore's latest unicorn), their veteran leadership and $2 billion Tampines facility build-out. They highlighted its role in the shifting landscape of semiconductor manufacturing in Southeast Asia and its implications for the region’s economic growth.
3. TheAsianParent Acquisition of Motherswork: Jeremy and Shiyan touched on the parenting platform’s strategy to expand from its digital roots into omnichannel physical retail. They also talked about the challenges brought by declining birth rates in several Asian economies, the dynamics of education, and national fertility & family policies.
They also touched on Noah Smith (Noahpinion with 139,000+ subscribers) wanting to work for Jacqueline Poh of Singapore's EDB (at the same managerial level as Patrick Collision of Stripe), and the reasons behind the interest in parenting startups in Southeast Asia, spanning services across childcare, IVF and egg freezing.
Watch, listen or read the full insight at https://www.bravesea.com/blog/fund-investment-shifts
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
Bahasa Indonesia: Spotify | YouTube | Apple Podcasts
Learn more about HDMall here:
431 episodios
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