e-Conomy SEA 2020 At full velocity: Resilient and racing ahead

Bain
arc beats above · slides in the middle · loops below · scroll → 11 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 10
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Slide inventory

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every slide · same image gating as the playbook
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Slide 1
The slide features the logos of the three collaborating organizations and the report subtitle 'At full velocity: Resilient and racing ahead'.front_matter
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front_matter
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The slide highlights the evolution of the research program, noting key milestones and themes for each year.establish_context
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The slide uses a horizontal icon-based process flow to describe the research inputs.present_framework
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establish_context
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The slide uses icons to represent each sector and lists sub-sectors below them.decompose_segments
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The slide uses a small-multiple chart layout to compare pandemic trajectories across different nations.establish_context
Open slide detailBeat · The Facts (What)
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front_matter
Open slide detailBeat · The Facts (What)
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Open slide detailBeat · The Facts (What)
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Open slide detailBeat · The Facts (What)
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Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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size_opportunity
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The chart groups categories into e-Commerce and Online Media, with specific country flags indicating the SEA aggregate scope.quantify_impact
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The chart highlights the impact of COVID-19 on digital service adoption in SEA.quantify_impact
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The chart highlights a clear geographic divide in digital consumer growth, with non-metro areas dominating in Indonesia, Malaysia, and the Philippines.analyze_data
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Data source: Kantar. Base sizes provided for each country.analyze_data
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Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The slide uses two key metrics to summarize consumer behavior during lockdown.summarize
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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Data represents average hours per day. The slide uses a before-during-after framing to show the shift in digital consumption habits.summarize
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The chart compares internet usage frequency across three time periods: before, during, and after lockdown.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The chart uses a three-color scheme to represent time periods (Before, During, After) across six countries.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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The chart uses a grouped bar structure to compare three time periods across 11 service categories.analyze_data
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Open slide detailBeat · The Facts (What)Loop · Aha Moment
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Slide 29 of a consulting deck.summarize
Open slide detailBeat · The Facts (What)Loop · Aha Moment
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The chart uses a broken axis (indicated by the tilde symbol) to focus on the growth range between 1.0 and 1.4.analyze_data
Open slide detailBeat · The Facts (What)Loop · Aha Moment
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The chart uses a stacked bar format to show the composition of GMV across Online Media, Online Travel, Transport & Food, and e-Commerce.quantify_impact
Open slide detailBeat · The Facts (What)Loop · Aha Moment
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The slide uses a consistent color coding for years (grey for 2015/2019, light blue for 2020, dark blue for 2025) and includes CAGR annotations between 2020 and analyze_data
Open slide detailBeat · The Facts (What)Loop · Aha Moment
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Open slide detailBeat · The Facts (What)Loop · Aha Moment
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The chart displays net percentage change (more than before minus less than before).quantify_impact
Open slide detailBeat · The Facts (What)Loop · Aha Moment
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The slide uses a custom matrix layout to categorize sectors by impact level.analyze_data
Open slide detailBeat · The Facts (What)Loop · Aha Moment
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The slide uses a hub-and-spoke layout with a central core message surrounded by four supporting pillars.summarize
Open slide detailBeat · The Facts (What)Loop · Aha Moment
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The slide uses a waterfall-style annotation to show CAGR between periods.quantify_impact
Open slide detailBeat · The Facts (What)Loop · Aha Moment
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The slide uses a bar chart to show historical and projected GMV growth, accompanied by key qualitative insights on the right side.summarize
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The chart uses a baseline of 1 for pre-COVID levels. The data shows a sustained increase in e-commerce usage post-lockdown compared to pre-lockdown levels.quantify_impact
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The slide uses a stacked bar chart to visualize category share shifts over time.analyze_data
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The charts highlight a significant spike in search interest, quantified by multipliers (2x to 6x) for each country.analyze_data
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The slide uses a stacked bar chart to compare historical and projected GMV for Transport and Food Delivery.analyze_data
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The slide uses a combination of a line chart for historical volume trends and a stacked bar chart for sentiment analysis.analyze_data
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The chart compares usage levels indexed to pre-COVID-19 levels (1.0).analyze_data
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The charts show a clear peak in 2020 followed by a decline, highlighting the impact of COVID-19 lockdowns on food delivery search interest.analyze_data
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The chart uses a stacked bar format to show the breakdown of Online vacation rental, Online hotel, and Online flights.analyze_data
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The slide uses a bar chart to show regional travel sentiment and text blocks to explain the underlying drivers (pent-up demand and safety concerns).analyze_data
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The slide uses a consistent visual language (dashed yellow line) to denote the easing of lockdowns across different markets.quantify_impact
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The slide uses a bar chart to illustrate the growth of Online Media GMV, with CAGR annotations between periods.quantify_impact
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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Part of a multi-slide deck on digital economy sectors; this slide focuses on Online Media.quantify_impact
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The charts show a significant spike in search interest in 2020, with growth factors ranging from 3x to 18x compared to 2016 levels.analyze_data
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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summarize
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The slide uses CAGR annotations to show growth between 2019-2020 and 2020-2025 for five different financial service categories.quantify_impact
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summarize
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The chart highlights the growth in user engagement for financial apps in the region.quantify_impact
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The chart shows a clear trend of declining cash usage and increasing digital payment adoption.analyze_data
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The slide uses a simple bar chart to illustrate growth in a specific digital financial service segment.quantify_impact
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The slide uses a stacked bar chart to show the growth of SMB and Consumer lending from 2019 to 2025.analyze_data
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The chart shows a stacked bar breakdown of General, Health, and Life insurance online premiums.analyze_data
Open slide detailBeat · The Facts (What)Loop · Segmentation Split
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The chart shows year-on-year growth in query volume for Robo-Advisors and Online Wealth Management.summarize
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Open slide detailBeat · The Implications (So What)Loop · Pivot
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Open slide detailBeat · The Implications (So What)Loop · Pivot
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Includes data on investment in SEA unicorns across e-Commerce, Transport & Food, Travel, and Media.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Pivot
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The slide uses a visual mapping technique to show strategic shifts in business focus.summarize
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The matrix uses diagonal shading to represent the mix of in-house vs partnership solutions.present_framework
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Open slide detailBeat · The Implications (So What)Loop · Why Now
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Open slide detailBeat · The Implications (So What)Loop · Why Now
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compare_peers
Open slide detailBeat · The Implications (So What)Loop · Why Now
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diagnose
Open slide detailBeat · The Implications (So What)Loop · Why Now
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Uses a hub-and-spoke diagram to show partnerships.establish_context
Open slide detailBeat · The Implications (So What)Loop · Why Now
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The chart shows a peak in March followed by a gradual decline, yet remaining significantly higher than the January baseline.quantify_impact
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The slide uses a two-column comparison structure to link challenges to market catalysts.frame_problem
Open slide detailBeat · The Implications (So What)Loop · Why Now
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The slide uses a value-chain style flow to categorize EdTech solutions.present_framework
Open slide detailBeat · The Implications (So What)Loop · Why Now
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quantify_impact
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The slide uses a Gantt-chart style timeline to illustrate the duration of school closures and the subsequent policy responses in each country.establish_context
Open slide detailBeat · The Implications (So What)Loop · Why Now
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The slide uses a bubble chart to visualize the growth in installations.quantify_impact
Open slide detailBeat · The Implications (So What)Loop · Why Now
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The slide uses a matrix to categorize EdTech tools by function and adoption level.frame_problem
Open slide detailBeat · The Implications (So What)Loop · Why Now
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Part of a larger report by Google, Temasek, and Bain & Company.illustrate_case
Open slide detailBeat · The Implications (So What)Loop · Why Now
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compare_options
Open slide detailBeat · The Implications (So What)Loop · Why Now
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Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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The chart uses a stacked bar format to show the composition of deal value (Unicorn vs Other) alongside the total number of deals below each bar.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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The slide uses a series of small-multiple area charts to compare funding trends across stages.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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The chart tracks investment across six categories: Transport & Food, e-Commerce, FinTech, Online Media, Online Travel, Other Marketplace, and Others.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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The slide uses stacked bar charts to distinguish between 'Unicorn' and 'Other' funding sources across years and half-years.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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The slide uses bar charts to show annual and semi-annual funding trends for three specific sectors.summarize
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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Slide 89 of a consulting deck.summarize
Open slide detailBeat · The Implications (So What)Loop · Pattern Hunter
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Open slide detailBeat · The Action (Now What)Loop · So What Cascade
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Open slide detailBeat · The Action (Now What)Loop · So What Cascade
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The slide uses a visual legend (blue vs. light blue circles) to indicate progress levels for each driver.summarize
Open slide detailBeat · The Action (Now What)Loop · So What Cascade
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Open slide detailBeat · The Action (Now What)Loop · So What Cascade
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Open slide detailLoop · Segmentation Split
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The slide uses a grid layout to present country-specific performance metrics.summarize
Open slide detailLoop · Segmentation Split
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The slide uses a combination of pie charts and a bar chart to visualize consumer behavior trends in Indonesia.analyze_data
Open slide detailLoop · Segmentation Split
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The chart uses a waterfall-style bridge to show growth rates between periods.quantify_impact
Open slide detailLoop · Segmentation Split
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The slide uses a 4-panel bar chart layout to show historical and projected GMV figures with CAGR annotations.analyze_data
Open slide detailLoop · Segmentation Split
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The chart splits data into full years (2016-2019) and half-year periods (H1 2019, H2 2019, H1 2020).analyze_data
Open slide detailLoop · Segmentation Split
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Slide 102 from a Google/Temasek/Bain report on the Southeast Asian digital economy.summarize
Open slide detailLoop · Segmentation Split
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Slide 103 from a Google/Temasek/Bain report on the e-Conomy SEA.quantify_impact
Open slide detailLoop · Segmentation Split
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The slide uses a bar chart to visualize GMV growth and CAGR percentages between specific periods.quantify_impact
Open slide detailLoop · Segmentation Split
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The slide uses a 2x2 grid of bar charts to compare sector performance. CAGR percentages are shown for the 2019-2020 and 2020-2025 periods.analyze_data
Open slide detailLoop · Segmentation Split
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The chart uses two different shades of blue to distinguish between full-year data (2016-2019) and half-year data (H1 2019-H1 2020).analyze_data
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summarize
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Slide focuses on the Philippines market; data sourced from Kantar.analyze_data
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The chart shows historical data for 2015, 2019, 2020 and a projection for 2025.size_opportunity
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The slide uses a 2x2 grid layout to compare four distinct digital sectors.analyze_data
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The chart splits data into annual (2016-2019) and semi-annual (H1 2019, H2 2019, H1 2020) periods.analyze_data
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Slide focuses on Singapore market data.quantify_impact
Open slide detailLoop · Segmentation Split
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The chart uses a bridge/waterfall visual to show growth/decline between specific years.quantify_impact
Open slide detailLoop · Segmentation Split
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summarize
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The slide uses a series of bar charts to illustrate CAGR and absolute GMV values for e-Commerce, Transport & Food, Online Travel, and Online Media.analyze_data
Open slide detailLoop · Segmentation Split
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The chart splits full-year data (2016-2019) from semi-annual data (H1 2019-H1 2020) with a vertical dashed line.analyze_data
Open slide detailLoop · Segmentation Split
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Slide focuses on Thailand market insights within the broader SEA context.summarize
Open slide detailLoop · Segmentation Split
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Slide 119 from a Google/Temasek/Bain report on the digital economy.quantify_impact
Open slide detailLoop · Segmentation Split
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The slide uses a waterfall-style bridge to show growth rates between specific periods.size_opportunity
Open slide detailLoop · Segmentation Split
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The slide uses a 2x2 grid of bar charts to show sector-specific GMV trends.quantify_impact
Open slide detailLoop · Segmentation Split
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The chart splits data into full years (2016-2019) and half-year periods (H1 2019, H2 2019, H1 2020).analyze_data
Open slide detailLoop · Segmentation Split
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Slide from a Google/Temasek/Bain report on the Southeast Asian digital economy.summarize
Open slide detailLoop · Segmentation Split
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Data pertains to Vietnam. Source: Kantar. Logos: Google, Temasek, Bain & Company.quantify_impact
Open slide detailLoop · Segmentation Split
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The slide uses a bar chart to visualize historical and projected GMV growth.quantify_impact
Open slide detailLoop · Segmentation Split
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The slide uses waterfall-style annotations to show CAGR between 2020 and 2025 projections.analyze_data
Open slide detailLoop · Segmentation Split
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The chart splits data into annual (2016-2019) and semi-annual (H1 2019, H2 2019, H1 2020) periods.analyze_data
Open slide detailLoop · Segmentation Split
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The slide features a blue background with concentric circles and the logos of the three partner organizations.front_matter