BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capital VC (English)

Jeremy Au
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Oct 6, 2024 • 34min

Thailand: New Prime Minister Paetongtarn Shinawatra, Founder Failure Stigma & Electric Vehicle (EV) Manufacturing with Wing Vasiksiri - E482

Wing Vasiksiri, General Partner & Founder of WV Fund, and Jeremy Au discussed: 1. Founder Failure Stigma: They compared how failure is perceived by founders and society in Southeast Asia versus the US, focusing on Thailand and Singapore. In Thailand, failure carries a strong stigma, making it harder for failed founders to reintegrate into the ecosystem, while in the US, failure is seen as part of the entrepreneurial journey, with founders often wearing it as a badge of honor. They noted that the lack of a talent recycling system in Southeast Asia makes it riskier for founders to fail, as there are fewer opportunities for them to be absorbed back into other startups, VC firms, or incubators. In contrast, Silicon Valley provides a more robust safety net for failed founders, who are quickly reabsorbed into the ecosystem. 2. New Prime Minister Paetongtarn Shinawatra: They discussed the recent political shift in Thailand with the appointment of Paetongtarn Shinawatra as Prime Minister, replacing Srettha Thavisin. Srettha, a former business executive, was removed from office after appointing a convicted cabinet member, which violated the Thai constitution. Paetongtarn, the daughter of former pro-business Prime Minister Thaksin Shinawatra, is expected to maintain many of the previous administration’s policies, including the digital wallet program, which offers financial handouts of 10,000 baht (USD 300) to 50 million citizens to stimulate economic growth. While the stock exchange of Thailand reacted positively, with a sharp rise of over 11%, the long-term fiscal impact of such handouts remains a concern, particularly with potential inflationary pressures. 3. Electric Vehicle (EV) Manufacturing: They explored Thailand’s rapid adoption of electric vehicles, supported by strong government subsidies ranging from 20,000 to 100,000 baht per vehicle. In 2023, EVs accounted for nearly 10% of new car sales, and the government aims for 30% of vehicle production to be electric by 2030. This shift is largely driven by partnerships with Chinese manufacturers, positioning Thailand as a key player in the regional EV market. They contrasted this with Singapore, where the government’s reliance on gas tax revenues limits its incentive to push for EV adoption, despite favorable infrastructure conditions. Indonesia was also mentioned as a key player in the EV sector, particularly due to its rich nickel reserves essential for battery production. Jeremy and Wing also discussed the rise of the cannabis industry in Thailand, the minimum wage increase, and the lack of B2B SaaS success stories in the region. Watch, listen or read the full insight at https://www.bravesea.com/blog/thailand-new-prime-minister Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/thailand-new-prime-minister-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/thailand-new-prime-minister-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/thailand-new-prime-minister-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e 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 Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts
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Oct 3, 2024 • 24min

APAC VC Panel: India Early-Stage Recovery, Emerging Markets Cross-Border Challenges & Deep Tech Boom - E482

Jeremy Au moderated a panel of venture capitalists to unpack the key trends shaping APAC’s investment landscape. Nruthya Madappa emphasized India's rapid recovery in early-stage VC, driven by second and third-time founders and $600 million deployed across 80+ companies at 3one4 Capital. She outlined how India's growing consumer class now outpaces China’s, creating new market opportunities. Brent Ogilvie highlighted Pacific Channel's 98% IRR over 14 years, investing in health, food, and environmental startups, while spotlighting the growing role of AI in deep tech. Ashwin Raguraman pointed to India’s Semiconductor Policy as a key driver of innovation in deep tech. The panelists also noted macroeconomic shifts, including capital moving from China due to geopolitical tensions, and how India’s Unified Payments Interface (UPI) is transforming fintech. They reflected on the broader shift toward sustainability and economic independence, reshaping how VCs allocate capital across the region. Watch, listen or read the full insight at https://www.bravesea.com/blog/apac-vc-trends Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/apac-vc-trends-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/apac-vc-trendsc-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/apac-vc-trends-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e 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 Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Learn more about Venture Studio Family and its community at https://inniches.com/family
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Oct 1, 2024 • 35min

Borko Kovacevic: Serbia Childhood to Singapore, 17 Years at Microsoft & Podcast Founder Poddster - E480

Borko Kovacevic, cofounder of Poddster, shares fascinating insights from his childhood in Serbia during turbulent times. He emphasizes how resilience shaped his upbringing, contrasting it with the comfortable life his children have in Singapore. Borko recounts his 17 years at Microsoft, detailing the cultural shift from formal to casual work environments and how mentorship guided him through significant company changes. He also discusses his leap into entrepreneurship, driven by a desire for personal fulfillment in a fast-evolving digital landscape.
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Sep 29, 2024 • 28min

Vietnam: $3.3B Super Typhoon Disaster, VNG Police Raid & GoJek Market Exit with Valerie Vu- E479

Valerie Vu, Founding Partner of Ansible Ventures, and Jeremy Au discussed: 1. $3.3B Super Typhoon Disaster: Super Typhoon Yagi caused over $3.3 billion in damage and resulted in more than 300 deaths in northern Vietnam. The typhoon was one of the worst in 30 years, which significantly disrupted Vietnam’s economy with power outages in factories and offices for over a week. As a result, the country's GDP growth forecast was reduced by 0.15%. They also highlighted Southeast Asia's susceptibility to natural disasters which are often underappreciated by global investors. 2. VNG Police Raid: Vietnam’s police raided VNG, Vietnam's first unicorn for a sudden investigation. The board appointed Kelly Wong as interim CEO, with little news regarding the status of founder Le Hong Minh. The regional investor community has raised concerns about regulatory uncertainty and startup exit conditions, as VNG had been seen as Vietnam’s frontrunner and pioneer for an IPO in the US. 3. GoJek Market Exit: They also covered Gojek’s exit from the Vietnamese market after six years of operations and over $200 million in investment. Gojek’s departure follows the earlier exits of Uber and Didi, leaving Grab and domestic players like Be and Green SM (owned by VinFast) to dominate the market. Valerie suggested that a future collaboration between Be and Green SM could emerge to challenge Grab’s market position. Jeremy and Valerie also discussed Vietnam’s stock market status upgrade to "emerging market", Singapore’s stock exchange challenges, and regional tech startup consolidation. Watch, listen or read the full insight at https://www.bravesea.com/blog/vietnam-super-typhoon-disaster Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/vietnam-super-typhoon-disaster-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/vietnam-super-typhoon-disaster-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/vietnam-super-typhoon-disaster-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e 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 Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.
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Sep 26, 2024 • 33min

Audra Pakalnyte: Lithuania To Malaysia, Adapt & Localize (Groupon Malaysia, KFit & Fave) & First Move VC Partner - E478

Audra Pakalnyte, Partner at First Move, and Jeremy Au discussed: 1. Lithuania To Malaysia: Growing up as the youngest of three daughters, Audra's childhood was shaped by Lithuania's national post-Soviet transformation. Her parents' dinner table conversations about multiple entrepreneurial ventures taught her first lessons in business dynamics and the necessity for adaptability. These early experiences instilled a deep understanding of market dynamics and the entrepreneurial resilience required to navigate them. With serendipity and seeing the right opportunity, she moved to Malaysia and begun her startup journey with Khailee Ng and Joel Neoh at the first generation of local startups. 2. Adapt & Localize (Groupon Malaysia, KFit & Fave): Audra helped adapt and localize daily deals, exercise class subscriptions (KFit) and consumer payments to Southeast Asia. Says was acquired by Groupon and KFit pivoted to Fave which eventually bought back Groupon Malaysia. As an early employee and executive, she led teams to meet diverse market demands across the region's intended audiences. She shares her top learnings for founders looking to execute this strategy. 3. First Move VC Partner: In her transition to venture capitalism, Audra shared insights into establishing a VC fund that primarily targets early-stage consumer tech startups. With investments in over 16 early-stage companies, she underscored the critical role of understanding local consumer behaviors and market conditions. This knowledge guides her investment decisions and helps support her portfolio companies in scaling successfully across the diverse and fragmented Southeast Asian landscape. Jeremy and Audra also discussed her digital detox sabbatical, emotional resilience required for entrepreneurship and thinking through the right technology stack. Watch, listen or read the full insight at https://www.bravesea.com/blog/audra-pakalnyte Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/audra-pakalnyte-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/audra-pakalnyte-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/audra-pakalnyte-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e 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 Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.
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Sep 24, 2024 • 31min

Joseph Mocanu: PHD MedTech Founder, Global Healthcare VC & Emerging Manager Investor Myths - E477

Joseph Mocanu, Managing Partner at Verge HealthTech Fund, and Jeremy Au discussed: 1. PHD MedTech Founder: Joseph shared his educational journey from studying molecular genetics at the University of Toronto where he initially focused on aging and cancer research, to realizing the essential role of business skills in bringing scientific advancements to market. This prompted him to pursue an MBA, which catalyzed his early entrepreneurial ventures, including co-founding a medical device startup at the age of 22, specializing in real-time brain imaging. 2. Global Healthcare VC: Joseph explains the ethos behind Verge Fund - impactful health technologies that enhance accessibility and efficiency in underserved emerging markets. The fund's global approach is not just about investment but also about spotting great founders regardless of product-market fit. 3. Emerging Manager Investor Myths: He explains the importance of patient capital and strategic foresight in venture capital, especially crucial in the volatile healthcare sector. His experiences during the COVID-19 pandemic in 2020 illustrate the challenges of fundraising amidst global economic uncertainties. Reflecting on his dealings with different healthcare systems, he notes the significance of tailoring investment strategies to local healthcare environments. Jeremy and Joseph also discussed emerging fund manager dynamics, investment hurdles during economic downturns, and the challenges facing global investment strategies. Watch, listen or read the full insight at https://www.bravesea.com/blog/joseph-mocanu Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/joseph-mocanu-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/joseph-mocanu-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/joseph-mocanu-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau 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 Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.
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Sep 22, 2024 • 31min

Indonesia: Pope Visit, Shrinking Middle Class & Policy Reforms & Financial Literacy with Gita Sjahrir - E476

Gita Sjahrir, Head of Investment at BNI Ventures, and Jeremy Au discussed: 1. Pope Visit: They reflect on Pope Francis’ recent visit to Indonesia, emphasizing its significance as a beacon of positive media influence. The visit was part of a broader Asia Pacific tour and marked the first extensive travel of the Pope to the region. Gita noted the massive turnout, with events drawing large crowds, celebrating Indonesia's commitment to diversity and religious tolerance. 2. Shrinking Middle Class: Gita and Jeremy examined the significant decline in Indonesia’s middle class, which has fallen from 57 million to 48 million people. Macro factors such as the pandemic, global inflation and supply chain disruptions exposed structural weaknesses within the Indonesian economy, making it difficult for many individuals to maintain their middle-class income. 3. Policy Reforms & Financial Literacy: They stressed the need for more inclusive economic policies to support small and medium-sized enterprises (SMEs). They discussed the logistical and infrastructural challenges faced by businesses in Indonesia’s decentralized geography. While the population is digitally savvy, many Indonesians are caught in cycles of predatory loans due to a limited understanding of financial literacy. They contrasted the ease of obtaining consumer credit vs. the hurdles small businesses face in securing productive loans. They also talked about redefining economic metrics to better reflect modern realities, the critical role of vocational education in economic empowerment, and the challenges of implementing equitable economic policies. Watch, listen or read the full insight at https://www.bravesea.com/blog/indonesia-shrinking-middle-class Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/indonesia-shrinking-middle-class-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/indonesia-shrinking-middle-class-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/indonesia-shrinking-middle-class-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau 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 Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.
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Sep 19, 2024 • 26min

Sherry Jiang: Founder Poker Strategy, Navigating Product-Market Fit Pivots & Big Tech Career Advice- E475

Sherry Jiang, CEO & Cofounder of Peek, and Jeremy Au explored three key topics: 1. Navigating Product-Market Fit Pivots: Crypto winter forced Sherry to pivot from her original idea—an algorithmic stablecoin protocol for Southeast Asian currencies. This shift led to the creation of Peek, an AI-powered platform for managing net worth. She highlighted the challenges of gaining traction, facing ambiguous customer demand, and maintaining deep customer engagement. Sherry emphasized how adaptability is essential when an original business model fails to fit the market. She candidly discussed the emotional and logistical hurdles of steering a company through such changes, underscoring the need for transparent communication with both internal teams and external stakeholders, especially investors. 2. Founder Poker Strategy: Drawing on her poker experience, Sherry likened the entrepreneurial journey to poker, focusing on the importance of making informed decisions in the face of uncertainty. She discussed the psychological resilience required in both poker and startups, stressing that founders, like poker players, must manage risks and accept losses—even when decisions are strategically sound. The conversation tied this mindset to the essential founder skill of evaluating risks with the best available information and confidently making decisions amidst ambiguity. 3. Big Tech Career Advice: Sherry offered advice to tech professionals, particularly those considering a shift from stable corporate roles, such as Google, to startups. She encouraged them to assess their career paths in relation to their personal values, risk tolerance, and the volatility of startup life. Sherry urged introspection, advising individuals to reflect on what they truly value—be it autonomy, innovation, or stability—and how those values align with the inherent risks of entrepreneurship. For those contemplating the leap, she suggested carefully considering if their motivations and desire for autonomy align with the unpredictable nature of startup life. Jeremy and Sherry also discussed the tactical challenges of communicating business pivots to stakeholders, the emotional toll of leaving secure corporate environments, and the importance of staying authentic when explaining business shifts to investors. Watch, listen or read the full insight at https://www.bravesea.com/blog/sherry-jiang2 Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/sherry-jiang2-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/sherry-jiang2-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/sherry-jiang2-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e 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 Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.
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Sep 17, 2024 • 33min

Oscar Jesionek: Austria Digital Nomad to Vietnam Founder, Audio Learning Product-Market Fit & Trust Your Gut - E474

Oscar Jesionek, CEO & Cofounder of Fonos, and Jeremy Au discussed: 1. Austria Digital Nomad to Vietnam Founder: Oscar traces his entrepreneurial path, starting from his academic background in economics in Austria to his diverse professional experiences in headhunting, healthcare, and finance. His early career was a period of self-discovery, where he evaluated various sectors and geographies before narrowing his focus to roles that aligned with his values and desire for social impact. Oscar shares how these experiences, along with a growing dissatisfaction with conventional industries, led him to Vietnam, where he found a deeper sense of purpose through entrepreneurship. 2. Audio Learning Product-Market Fit: Fonos began with a simple goal to provide accessible non-fiction audio content, inspired by Oscar’s spouse’s learning preferences. Recognizing a gap in Vietnam’s market for educational non-fiction, Fonos initially focused on audiobooks, leveraging copyright advantages. As Vietnam’s digital payments evolved and consumer demand for educational content grew, Fonos expanded its offerings to include guided meditations, book summaries, and courses. This pivot transformed the platform from a niche audiobook provider into a comprehensive educational hub tailored to local needs. 3. Trust Your Gut: Oscar shares personal stories of navigating the uncertainties of entrepreneurship, from moving to Asia with limited financial resources to making strategic pivots in response to market demands. His journey underscores the importance of trusting your gut when making key decisions in unfamiliar environments, highlighting the balance between research and intuition in business growth. Watch, listen or read the full insight at https://www.bravesea.com/blog/oscar-jesionek Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/oscar-jesionek-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/oscar-jesionek-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/oscar-jesionek-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e 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 Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.
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Sep 15, 2024 • 19min

Singapore: Johor Special Economic Zone, US Anti-China Reverse CFIUS & Regional Trade Diversification with Shiyan Koh - E473

Shiyan Koh, Managing Partner of  Hustle Fund, and ​​Jeremy Au discussed: 1. Johor Special Economic Zone (SEZ): They explored the potential impact of the upcoming Johor-Singapore SEZ agreement, scheduled for signing in November. The SEZ, which is more than 4 times the size of Singapore, is seen as an opportunity to deepen economic ties between the two regions by leveraging Singapore’s capital, technology, and skilled workforce alongside Johor’s land and infrastructure. They noted regulatory challenges such as Johor’s year-long permit approval process, which contrasts with quicker timelines in other Malaysian states like Selangor. Both emphasized that political cooperation across Malaysia's federal government, Singapore and Johor's state government & king would be essential to the SEZ’s success, particularly in attracting multinational corporations (MNCs) and improving labor mobility across the border. 2. US Anti-China "Reverse CFIUS": The discussion covered the upcoming introduction of America's "reverse Committee on Foreign Investment in the United States (CFIUS)" legislation, which restricts US citizens, entities and LPs from investing in Chinese funds or companies involved in sectors like artificial intelligence (AI), quantum computing, and microchips. These measures are expected to reduce China VC investments as US LPs steer clear of the compliance risks associated any funds that invest into China-linked companies. Reverse CFIUS reflects a broader change in global capital flows, signaling the end of the globalization era that had previously driven much of the world's economic integration. This shift could redirect capital towards Southeast Asia, offering opportunities for local investors but also presenting serious challenges. 3. Regional Trade Diversification: They examined Southeast Asia’s growing significance as part of the “China Plus One” strategy, where MNCs diversify operations beyond China due to rising trade tensions. The SEZ’s strategic location and proximity to Singapore’s financial and skilled labor markets could become a key hub for industries such as electronics and automotive manufacturing. They noted that improved infrastructure like direct international flights would enhance the region’s connectivity and attractiveness for global businesses. They also underscored that seamless collaboration and regulatory improvements to streamline bureaucratic processes are critical to fully capitalizing on these emerging opportunities. Jeremy and Shiyan discussed several emerging topics including diabetic horses healthcare, Singapore's longevity, crypto and VC conferences and the challenges of maintaining balanced diplomatic and economic strategies amidst global policy shifts. Watch, listen or read the full insight at https://www.bravesea.com/blog/johor-singapore-sez Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/johor-singapore-sez-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/johor-singapore-sez-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/johor-singapore-sez-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e 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 Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Join us at Geeks on a Beach! Use the code "BRAVESEA" for a 45% discount for the first 10 registrations, and 35% off for the next ones.

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