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Poor access and rising healthcare costs are key reasons for healthtech adoption
Bain · 2021 · pain_points
Poor access and rising healthcare costs are key reasons for healthtech adoption
 Affordable SaaS with embedded finance solutions are key to digitalising and professionalising SMEs in SEA
Bain · 2021 · problem_statement
Affordable SaaS with embedded finance solutions are key to digitalising and professionalising SMEs in SEA
 Though nascent, venture capital interest in Web3 themes is growing
Bain · 2021 · market_landscape
Though nascent, venture capital interest in Web3 themes is growing
67% — VC interest in Web3 investment areas
 Investments in edtech dip as economies reopen and e-learning gives way to in-person learning
Bain · 2021 · industry_trends
Investments in edtech dip as economies reopen and e-learning gives way to in-person learning
$0.1B — Edtech private funding value
 Towards a sustainable digital economy
Bain · 2021 · section_divider
Towards a sustainable digital economy
 Awareness of environmental, social, and governance issues remains nascent, but is on the rise.
Bain · 2021 · key_messages
Awareness of environmental, social, and governance issues remains nascent, but is on the rise.
 Sustainability spans across environment, social, and governance, and is a key enabler for SEA’s digital decade
Bain · 2021 · framework_other
Sustainability spans across environment, social, and governance, and is a key enabler for SEA’s digital decade
 Environmental and social sustainability are the greatest concerns among SEA's core digital economy sectors
Bain · 2021 · heatmap_matrix
Environmental and social sustainability are the greatest concerns among SEA's core digital economy sectors
 Emissions and resources are the hottest environmental issues while labour practices and DEI are top of mind social topics
Bain · 2021 · framework_other
Emissions and resources are the hottest environmental issues while labour practices and DEI are top of mind social topics
 Environment: SEA is one of the most heavily exposed regions to the risks and consequences of climate change
Bain · 2021 · heatmap_matrix
Environment: SEA is one of the most heavily exposed regions to the risks and consequences of climate change
 Environment: As the digital economy scales, emissions are projected to reach ~20 MT CO2e by 2030
Bain · 2021 · financial_analysis
Environment: As the digital economy scales, emissions are projected to reach ~20 MT CO2e by 2030
~20 MT — CO2e emissions
 Environment: If optimised, the carbon output from digital channels can be much lower than traditional
Bain · 2021 · scenario_analysis
Environment: If optimised, the carbon output from digital channels can be much lower than traditional
-30-40% — Indexed emission levels
 Environment: Achieving optimised carbon goals will first require a concerted effort to address some key questions
Bain · 2021 · problem_statement
Environment: Achieving optimised carbon goals will first require a concerted effort to address some key questions
 Social: SEA’s digital economy has delivered business opportunities, jobs, and economic contribution
Bain · 2021 · impact_sizing
Social: SEA’s digital economy has delivered business opportunities, jobs, and economic contribution
~5-10% — Economic contribution
 Social: Companies and institutions must address some key concerns before the digital economy can become truly sustainable
Bain · 2021 · problem_statement
Social: Companies and institutions must address some key concerns before the digital economy can become truly sustainable
 Despite growing interest in sustainability, adoption remains nascent.
Bain · 2021 · transition
Despite growing interest in sustainability, adoption remains nascent.
 Consumers: Interest in sustainability is rising across the region
Bain · 2021 · industry_trends
Consumers: Interest in sustainability is rising across the region
2.8X — Indexed searches
 Consumers: A ‘say-do’ gap exists between declared intentions and actual purchasing behaviour
Bain · 2021 · problem_statement
Consumers: A ‘say-do’ gap exists between declared intentions and actual purchasing behaviour
3-15% — Sustainability purchasing gap
 Consumers: Awareness, and trustworthy sustainability claims are more pivotal to closing the 'say-do' gap than price
Bain · 2021 · pain_points
Consumers: Awareness, and trustworthy sustainability claims are more pivotal to closing the 'say-do' gap than price
32% — Top barriers for sustainability adoption
 Investors: Still in the early stages of wrapping ESG considerations into VC investment processes
Bain · 2021 · industry_trends
Investors: Still in the early stages of wrapping ESG considerations into VC investment processes
23% — Importance of ESG dimensions
 Companies: Digital platforms have started to take concrete steps towards sustainability, though efforts are still nascent
Bain · 2021 · case_study
Companies: Digital platforms have started to take concrete steps towards sustainability, though efforts are still nascent
 Sustainability is the responsibility of not one, but all stakeholders
Bain · 2021 · framework_other
Sustainability is the responsibility of not one, but all stakeholders
 Charting the course for the digital decade
Bain · 2021 · section_divider
Charting the course for the digital decade
 We remain optimistic about the sustainable development of SEA’s digital economy.
Bain · 2021 · section_divider
We remain optimistic about the sustainable development of SEA’s digital economy.
 The SEA digital economy could reach up to $1T GMV by 2030, provided it can pursue this potential in a sustainable way
Bain · 2021 · market_sizing
The SEA digital economy could reach up to $1T GMV by 2030, provided it can pursue this potential in a sustainable way
$1T — GMV
 Sustained growth expected across the board, with Vietnam and the Philippines as frontrunners going forward
Bain · 2021 · market_sizing
Sustained growth expected across the board, with Vietnam and the Philippines as frontrunners going forward
 The digital economy is expected to grow ~2X as fast as GDP through 2030
Bain · 2021 · industry_trends
The digital economy is expected to grow ~2X as fast as GDP through 2030
~2X — CAGR
 A new set of enablers can help SEA’s digital decade reach new heights
Bain · 2021 · framework_other
A new set of enablers can help SEA’s digital decade reach new heights
 Payments and funding push ahead, but talent challenge is shifting focus from headcount to depth of capabilities
Bain · 2021 · key_messages
Payments and funding push ahead, but talent challenge is shifting focus from headcount to depth of capabilities
$800B — Payments GTV
 Digital inclusion and ESG present both opportunities and challenges, and requires balancing with path to profitability
Bain · 2021 · key_messages
Digital inclusion and ESG present both opportunities and challenges, and requires balancing with path to profitability
 At ~22% YoY GMV growth, Indonesia’s digital economy hits ~$77B in 2022 and is on course to reach ~$130B by 2025, driven primarily by e-commerce
Bain · 2021 · market_sizing
At ~22% YoY GMV growth, Indonesia’s digital economy hits ~$77B in 2022 and is on course to reach ~$130B by 2025, driven primarily by e-commerce
$77B — GMV ($B)
 DFS will maintain momentum towards 2025, with digital payments CAGR growing in the teens, and investment platforms accelerating by ~75% CAGR
Bain · 2021 · market_sizing
DFS will maintain momentum towards 2025, with digital payments CAGR growing in the teens, and investment platforms accelerating by ~75% CAGR
75% — CAGR
 Deal count constant but deal value dips by ~$2B YoY as investors prioritise profitability and contend with valuation concerns around late-stage companies
Bain · 2021 · financial_analysis
Deal count constant but deal value dips by ~$2B YoY as investors prioritise profitability and contend with valuation concerns around late-stage companies
$2B — Private funding value
 DFS claims lion's share of investor funding, raising ~$1.5B in H1 2022 alone, with activity primarily focused on B2B payments and lending services
Bain · 2021 · financial_analysis
DFS claims lion's share of investor funding, raising ~$1.5B in H1 2022 alone, with activity primarily focused on B2B payments and lending services
$1.5B — Private funding value
 The digital economy continues pushing towards ~$35B in 2025, largely fuelled by e-commerce’s S-shaped growth and online travel’s U-shaped recovery
Bain · 2021 · market_sizing
The digital economy continues pushing towards ~$35B in 2025, largely fuelled by e-commerce’s S-shaped growth and online travel’s U-shaped recovery
$35B — GMV ($B)
 DFS to accelerate towards 2025, driven by digital investments hitting ~$25B AUM at 40% CAGR and lending reaching ~$16B at ~39% CAGR
Bain · 2021 · financial_analysis
DFS to accelerate towards 2025, driven by digital investments hitting ~$25B AUM at 40% CAGR and lending reaching ~$16B at ~39% CAGR
40% — CAGR
 Despite a ~30% drop in deal activity, deal value grew marginally YoY due to several high-profile investments in new categories
Bain · 2021 · financial_analysis
Despite a ~30% drop in deal activity, deal value grew marginally YoY due to several high-profile investments in new categories
$0.5B — Private funding value
 E-commerce attracts ~$340M in H1 2022, of which the bulk was allocated to Malaysia’s first unicorn, outpacing DFS to become the investor favourite
Bain · 2021 · financial_analysis
E-commerce attracts ~$340M in H1 2022, of which the bulk was allocated to Malaysia’s first unicorn, outpacing DFS to become the investor favourite
$340M — Private funding value
 The digital decade continues its upward trend at 20% YoY to reach $20B this year, with e-commerce propelling it to $35B by 2025
Bain · 2021 · market_sizing
The digital decade continues its upward trend at 20% YoY to reach $20B this year, with e-commerce propelling it to $35B by 2025
$20B — GMV ($B)
 Sustained DFS growth with lending and remittance hitting ~$8B each (as part of a U-shaped recovery for the latter); digital investments still nascent
Bain · 2021 · financial_analysis
Sustained DFS growth with lending and remittance hitting ~$8B each (as part of a U-shaped recovery for the latter); digital investments still nascent
$8B — Gross Transaction Value
 After a two-year digital economy boom, both deal value and deal activity have risen thanks to sizable investments in incumbent players
Bain · 2021 · financial_analysis
After a two-year digital economy boom, both deal value and deal activity have risen thanks to sizable investments in incumbent players
$0.9B — Private funding value
 DFS captures 56% of total investor funding and raises ~$450M in H1 2022 alone; Web3 is also pulling its weight with a ~12% share of the pie
Bain · 2021 · financial_analysis
DFS captures 56% of total investor funding and raises ~$450M in H1 2022 alone; Web3 is also pulling its weight with a ~12% share of the pie
$450M — Private funding value
 The digital economy grew 22% YoY with expectations to hit ~$30B by 2025, mainly powered by ~$11B e-commerce and ~$9B travel recovery
Bain · 2021 · market_sizing
The digital economy grew 22% YoY with expectations to hit ~$30B by 2025, mainly powered by ~$11B e-commerce and ~$9B travel recovery
$30B — GMV ($B)
 With digital payments nearly ubiquitous, DFS growth to 2025 will be driven by digitalisation of investments and lending via digibanks and fintechs
Bain · 2021 · financial_analysis
With digital payments nearly ubiquitous, DFS growth to 2025 will be driven by digitalisation of investments and lending via digibanks and fintechs
127 — CAGR
 Deal value grew from ~$4B in H1 2021 to ~$7B a year later, throning Singapore as the region's most favoured investment country
Bain · 2021 · financial_analysis
Deal value grew from ~$4B in H1 2021 to ~$7B a year later, throning Singapore as the region's most favoured investment country
$7B — Private funding value
 The allure of DFS endures, raising ~$1.9B in H1 2022; healthtech is rapidly gaining ground with ~15% of investment pool at ~$1.1B
Bain · 2021 · market_landscape
The allure of DFS endures, raising ~$1.9B in H1 2022; healthtech is rapidly gaining ground with ~15% of investment pool at ~$1.1B
$1.9B — Private funding value
 Growing at ~17% YoY and expected to reach ~$53B by 2025, the digital economy is fuelled by e-commerce, but travel recovery will take time
Bain · 2021 · market_sizing
Growing at ~17% YoY and expected to reach ~$53B by 2025, the digital economy is fuelled by e-commerce, but travel recovery will take time
$53B — GMV ($B)
 DFS accelerated through the pandemic and is still growing; momentum to 2025 will be led by lending and investments at ~40% and ~45% CAGR, respectively
Bain · 2021 · market_sizing
DFS accelerated through the pandemic and is still growing; momentum to 2025 will be led by lending and investments at ~40% and ~45% CAGR, respectively
45% — CAGR
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