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Nascent sectors consistently step up in funding value
Bain · 2020 · market_landscape
Nascent sectors consistently step up in funding value
$1.7B — Funding (US $B)
 Investors remain cautious but ample dry powder maintains activity levels
Bain · 2020 · market_landscape
Investors remain cautious but ample dry powder maintains activity levels
11.9 — Dry powder (US $B)
 Investors will be increasingly selective going forward
Bain · 2020 · key_messages
Investors will be increasingly selective going forward
 e-Conomy SEA 2020: the Internet economy will emerge stronger than ever
Bain · 2020 · key_takeaways
e-Conomy SEA 2020: the Internet economy will emerge stronger than ever
$100bn — Market Valuation
 The key 6 momentum drivers remain the same as last year; talent continues to be the critical blocker
Bain · 2020 · key_messages
The key 6 momentum drivers remain the same as last year; talent continues to be the critical blocker
 Exponential growth of digital consumers (who will stay)
Bain · 2020 · market_landscape
Exponential growth of digital consumers (who will stay)
93% — Retention rate
 Internet e-Conomy reaches US $44B despite headwinds
Bain · 2020 · market_sizing
Internet e-Conomy reaches US $44B despite headwinds
$44B — GMV
 e-Commerce and Media outgrow contractions in Transport & Food and Travel
Bain · 2020 · market_sizing
e-Commerce and Media outgrow contractions in Transport & Food and Travel
83 — GMV (US $B)
 Exponential growth of digital consumers (who will stay)
Bain · 2020 · market_landscape
Exponential growth of digital consumers (who will stay)
92% — New digital consumers
 Internet e-Conomy proved resilient at US $11B
Bain · 2020 · market_sizing
Internet e-Conomy proved resilient at US $11B
$11B — GMV
 Surge in e-Commerce offsets contraction in Travel
Bain · 2020 · market_sizing
Surge in e-Commerce offsets contraction in Travel
 Exponential growth of digital consumers (who will stay)
Bain · 2020 · key_takeaways
Exponential growth of digital consumers (who will stay)
95% — Retention rate
 Internet e-Conomy stands resilient at US $7.5B
Bain · 2020 · market_sizing
Internet e-Conomy stands resilient at US $7.5B
$7.5B — GMV
 e-Commerce and Media offsets contraction in Transport & Food and Travel
Bain · 2020 · financial_analysis
e-Commerce and Media offsets contraction in Transport & Food and Travel
$15bn — GMV
 Exponential growth of digital consumers (who will stay)
Bain · 2020 · market_landscape
Exponential growth of digital consumers (who will stay)
91% — Retention rate
 Internet e-Conomy contracts by 24%
Bain · 2020 · financial_analysis
Internet e-Conomy contracts by 24%
24% — GMV
 Singapore remains a regional enabler for growth, despite short term GMV decline due to the Online Travel sector
Bain · 2020 · key_takeaways
Singapore remains a regional enabler for growth, despite short term GMV decline due to the Online Travel sector
+20% — GMV growth
 Surge in e-Commerce insufficient to offset contractions in Transport & Food and Travel
Bain · 2020 · financial_analysis
Surge in e-Commerce insufficient to offset contractions in Transport & Food and Travel
 Exponential growth of digital consumers (who will stay)
Bain · 2020 · market_landscape
Exponential growth of digital consumers (who will stay)
95% — Digital consumer retention
 Internet e-Conomy reaches US $18B
Bain · 2020 · market_sizing
Internet e-Conomy reaches US $18B
$18B — GMV
 Surge in e-Commerce offsets contraction in Travel
Bain · 2020 · market_landscape
Surge in e-Commerce offsets contraction in Travel
 Exponential growth of digital consumers (who will stay)
Bain · 2020 · market_landscape
Exponential growth of digital consumers (who will stay)
94% — Retention rate
 Internet e-Conomy reaches US $14B
Bain · 2020 · market_sizing
Internet e-Conomy reaches US $14B
$14B — GMV
 All sectors except Travel continue to grow
Bain · 2020 · market_landscape
All sectors except Travel continue to grow
 China M&A fell to multi-year lows in 2024, down 16% to US$277bn, although a strong rebound in Venture Capital investing resulted in deal volumes rebounding by 24% compared to 2023
PwC · 2024 · data_table
China M&A fell to multi-year lows in 2024, down 16% to US$277bn, although a strong rebound in Venture Capital investing resulted in deal volumes rebounding by 24% compared to 2023
US$277bn — Total M&A Deal Value
 The ten year trend shows the lowest levels of M&A by value since 2013, but much more positive volumes because of the Venture Capital industry
PwC · 2024 · industry_trends
The ten year trend shows the lowest levels of M&A by value since 2013, but much more positive volumes because of the Venture Capital industry
276.9 — M&A deal value
 Overall M&A market in China by half years | A half-yearly view also shows a steadily improving trend line over the last two years; although affected by a lack of mega-deals, M&A by value jumped by a third in 2H24 (compared to 1H24) to US$158bn
PwC · 2024 · industry_trends
Overall M&A market in China by half years | A half-yearly view also shows a steadily improving trend line over the last two years; although affected by a lack of mega-deals, M&A by value jumped by a third in 2H24 (compared to 1H24) to US$158bn
US$158bn — M&A Value
 Nevertheless, deal values fell to multi-year lows with domestic strategic M&A down by 10% and PE dropping by 18%
PwC · 2024 · financial_analysis
Nevertheless, deal values fell to multi-year lows with domestic strategic M&A down by 10% and PE dropping by 18%
 In volume terms, domestic strategic deals fell by 4%, PE by 11% and Chinese Mainland outbound by 27%; VC was the bright spot, increasing by 63% to multi-year highs
PwC · 2024 · market_landscape
In volume terms, domestic strategic deals fell by 4%, PE by 11% and Chinese Mainland outbound by 27%; VC was the bright spot, increasing by 63% to multi-year highs
6,125 — Deal volume
 There were only 39 mega-deals (> US$1bn) in 2024, another multi-year low, of which 18 were related to SOEs; important sectors were industrials (9 mega-deals), high technology (8 mega-deals) and energy & power (6 mega-deals)
PwC · 2024 · market_landscape
There were only 39 mega-deals (> US$1bn) in 2024, another multi-year low, of which 18 were related to SOEs; important sectors were industrials (9 mega-deals), high technology (8 mega-deals) and energy & power (6 mega-deals)
39 — Number of mega-deals
 Domestic strategic M&A fell 10% in value and 4% in volume as dealmakers faced various economic and geopolitical uncertainties; although various government policies were released supportive of M&A, market participants tended to wait on the sidelines in anticipation of greater stimulus or some up-tick in general confidence to improve valuations
PwC · 2024 · market_landscape
Domestic strategic M&A fell 10% in value and 4% in volume as dealmakers faced various economic and geopolitical uncertainties; although various government policies were released supportive of M&A, market participants tended to wait on the sidelines in anticipation of greater stimulus or some up-tick in general confidence to improve valuations
10% — M&A Deal Value
 Industrials and high technology were still the two biggest sectors by volume overall with some sector-specific themes such as NEV, industrial upgrades and generative AI putting some floor under M&A in these sectors; in addition, the financial sector was somewhat active in 2024, with some ongoing restructuring of smaller financial institutions
PwC · 2024 · industry_trends
Industrials and high technology were still the two biggest sectors by volume overall with some sector-specific themes such as NEV, industrial upgrades and generative AI putting some floor under M&A in these sectors; in addition, the financial sector was somewhat active in 2024, with some ongoing restructuring of smaller financial institutions
 Deal values suffered from the lack of mega-deals with only 18 mega-deals by strategic buyers: the CSSC SOE merger at US$16bn was the largest deal in 2024; other large deals originated from government-driven restructurings in the financial sector; two HKSE privatisations (healthcare and logistics); and some industry integrations (healthcare and industrials)
PwC · 2024 · financial_analysis
Deal values suffered from the lack of mega-deals with only 18 mega-deals by strategic buyers: the CSSC SOE merger at US$16bn was the largest deal in 2024; other large deals originated from government-driven restructurings in the financial sector; two HKSE privatisations (healthcare and logistics); and some industry integrations (healthcare and industrials)
18 — US$ billion
 PE fundraising swung sharply in favour of renminbi raises with dollar funds generally struggling to raise capital specifically for China investment affected by geo-political issues, economic weakness, and uncertainties around policies and regulations affecting certain sectors; a perceived benefit in investing from domestic capital pools was a clear factor in the market
PwC · 2024 · industry_trends
PE fundraising swung sharply in favour of renminbi raises with dollar funds generally struggling to raise capital specifically for China investment affected by geo-political issues, economic weakness, and uncertainties around policies and regulations affecting certain sectors; a perceived benefit in investing from domestic capital pools was a clear factor in the market
171.0 — Renminbi Fund Size
 PE (M&A activity involving a financial sponsor) continued to face challenges, with the overall transaction volume falling by 11% and value by 18% to their lowest levels since 2014; the unfavourable economic and geo-political conditions impacted activity, with many foreign PEs becoming cautious about committing to new investments; there were 18 mega-deals in 2024, 8 of which were led by state-backed investors
PwC · 2024 · market_landscape
PE (M&A activity involving a financial sponsor) continued to face challenges, with the overall transaction volume falling by 11% and value by 18% to their lowest levels since 2014; the unfavourable economic and geo-political conditions impacted activity, with many foreign PEs becoming cautious about committing to new investments; there were 18 mega-deals in 2024, 8 of which were led by state-backed investors
$121.0bn — Announced Deal Value
 In terms of volumes, industrials, high tech and healthcare continued to be top three most favored sectors; while consumer deals continued to trend down
PwC · 2024 · market_landscape
In terms of volumes, industrials, high tech and healthcare continued to be top three most favored sectors; while consumer deals continued to trend down
 There was a decline in value terms in almost all sectors and the few mega deals were focused on government encouraged themes, such as high tech (4 mega-deals in AI, data storage, etc), energy transition (4 mega-deals in hydro, nuclear power, etc), and industrials (3 mega-deals in air technology and NEV)
PwC · 2024 · financial_analysis
There was a decline in value terms in almost all sectors and the few mega deals were focused on government encouraged themes, such as high tech (4 mega-deals in AI, data storage, etc), energy transition (4 mega-deals in hydro, nuclear power, etc), and industrials (3 mega-deals in air technology and NEV)
 Venture capital investment volumes (smaller deals with financial sponsors - values <US$10m) were the one bright spot with volumes increasing by nearly two thirds to over 6,000 deals; high-tech (39%) and industrial (21%) deals accounted for 60% of the deal volume, indicating strong activity in early stage fundraising with AI-related transactions one of the drivers of this activity
PwC · 2024 · market_landscape
Venture capital investment volumes (smaller deals with financial sponsors - values <US$10m) were the one bright spot with volumes increasing by nearly two thirds to over 6,000 deals; high-tech (39%) and industrial (21%) deals accounted for 60% of the deal volume, indicating strong activity in early stage fundraising with AI-related transactions one of the drivers of this activity
6,125 — Announced Deal Volume
 PE exits held up at reasonable levels overall, reflecting some backlog with many PEs under pressure to return money to LPs whilst at the same time facing lower valuations on sales; behind the scenes we see some uptick in sell-side preparation which is not yet reflected in the announced deal data
PwC · 2024 · market_landscape
PE exits held up at reasonable levels overall, reflecting some backlog with many PEs under pressure to return money to LPs whilst at the same time facing lower valuations on sales; behind the scenes we see some uptick in sell-side preparation which is not yet reflected in the announced deal data
1,834 — Deal exit volume
 But PE-backed (and indeed all) IPO activity was very subdued, especially in the first three quarters of the year
PwC · 2024 · market_landscape
But PE-backed (and indeed all) IPO activity was very subdued, especially in the first three quarters of the year
 Chinese Mainland outbound M&A deal value continued its long decline since the peaks of 2016 falling to only US$12bn – the lowest level since the global financial crisis in 2008; however, behind the scenes we have seen more recent enquiries about Chinese outbound deal opportunities
PwC · 2024 · market_landscape
Chinese Mainland outbound M&A deal value continued its long decline since the peaks of 2016 falling to only US$12bn – the lowest level since the global financial crisis in 2008; however, behind the scenes we have seen more recent enquiries about Chinese outbound deal opportunities
US$12bn — Deal Value
 All outbound classes (SOE, POE and financial) saw declines
PwC · 2024 · market_landscape
All outbound classes (SOE, POE and financial) saw declines
260 — Announced Deal Volume
 Two outbound mega deals were announced in 2024; industrials, energy & power and high tech were the top three sectors by value
PwC · 2024 · market_landscape
Two outbound mega deals were announced in 2024; industrials, energy & power and high tech were the top three sectors by value
6.0 — US$ billion
 And high technology, industrials and healthcare were the top three sectors by volume
PwC · 2024 · market_landscape
And high technology, industrials and healthcare were the top three sectors by volume
 Deal values were at low levels; Europe and Asia was the most-favored destinations by deal value
PwC · 2024 · financial_analysis
Deal values were at low levels; Europe and Asia was the most-favored destinations by deal value
 Whereas the US, Europe and Asia were the top three investment destination in volume terms, with smaller deals less likely to attract political scrutiny
PwC · 2024 · market_landscape
Whereas the US, Europe and Asia were the top three investment destination in volume terms, with smaller deals less likely to attract political scrutiny
 Addressing changing consumer preferences requires auto players to gear up their user interfaces and business models
Strategy_and · 2023 · executive_summary
Addressing changing consumer preferences requires auto players to gear up their user interfaces and business models
 Latest consumer attitudes within CASE are reflected in a survey of 3,000 respondents in Germany, US and China
Strategy_and · 2023 · situation_overview
Latest consumer attitudes within CASE are reflected in a survey of 3,000 respondents in Germany, US and China
3,000 — Survey sample size
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