

The e-Conomy SEA Report 2022 with Stephanie Davis and Florian Hoppe
16 snips Oct 31, 2022
AI Snips
Chapters
Transcript
Episode notes
Digital Economy Reached $200B Early
- Southeast Asia's digital economy hit $200B GMV in 2022 and grew 20% year-on-year.
- The pandemic accelerated adoption, pushing the $200B milestone three years earlier than forecasted.
Sector Growth Follows Different Curves
- Different sectors follow different recovery curves: e-commerce/finance show S-curves while travel/ride-hailing show U-shaped recovery.
- Media and food delivery softened after pandemic spikes and are returning to normal trends.
Pandemic And Infrastructure Drove Acceleration
- Key enablers were payments, internet access (77% penetration), logistics, funding and consumer trust.
- The pandemic added tailwinds: ~100M people came online in three years, accelerating digital adoption.