e-Conomy SEA 2021 Roaring 20s: The SEA Digital Decade

Google, Temasek, Bain
arc beats above · slides in the middle · loops below · scroll → 8 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 10
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coverage by narrative range · generated from this deck JSON

Slide inventory

129
every slide · same image gating as the playbook
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Slide 1
The slide features a stylized network background and the logos of the three partner organizations.front_matter
Open slide detailBeat · Setup & Stakes
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other
Open slide detailBeat · Setup & Stakes
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The slide serves as a historical context for the research series.establish_context
Open slide detailBeat · Setup & Stakes
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Includes details on survey sample sizes and dates in the footer.summarize
Open slide detailBeat · Setup & Stakes
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establish_context
Open slide detailBeat · Setup & Stakes
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The slide uses a split layout to distinguish between established and emerging sectors.present_framework
Open slide detailBeat · Setup & Stakes
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front_matter
Open slide detailBeat · Setup & Stakes
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The slide uses a list-based summary format to synthesize key findings from a larger report.summarize
Open slide detailBeat · Setup & Stakes
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transition
Open slide detailBeat · Rising Action
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summarize
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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quantify_impact
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The slide highlights the high penetration of digital consumers in Southeast Asia, with 350 million total users.quantify_impact
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The slide uses a simple icon-based layout to present three key drivers of digital consumption.summarize
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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summarize
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The slide uses a bubble chart to visualize the growth of the digital consumer base.quantify_impact
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The chart highlights the percentage split of digital consumers by country, with Thailand and the Philippines showing higher proportions of new users compared toanalyze_data
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The slide uses a clear action-title to summarize the data trend.quantify_impact
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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summarize
Open slide detailBeat · Rising ActionLoop · Before After
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The chart uses a stacked bar approach to show the cumulative adoption of new digital services over two time periods.quantify_impact
Open slide detailBeat · Rising ActionLoop · Before After
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The slide uses stacked bar charts to show the percentage of users who increased usage/spend versus those who remained the same.analyze_data
Open slide detailBeat · Rising ActionLoop · Before After
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The chart segments users into pre-pandemic, 2020 new, and 2021 new consumers. Food delivery is highlighted as the most penetrated service.analyze_data
Open slide detailBeat · Rising ActionLoop · Before After
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transition
Open slide detailBeat · Rising ActionLoop · Before After
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The slide uses a visual icon array to reinforce the '8 in 10' message.quantify_impact
Open slide detailBeat · Rising ActionLoop · Before After
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The slide uses a series of big-number metrics to illustrate the correlation between satisfaction and increased spending.quantify_impact
Open slide detailBeat · Rising ActionLoop · Before After
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The chart highlights e-commerce sectors specifically with a bracket.quantify_impact
Open slide detailBeat · Rising ActionLoop · Before After
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The slide uses a grouped bar chart to compare two drivers of digital adoption across different sectors.quantify_impact
Open slide detailBeat · Rising ActionLoop · Before After
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The slide uses a list of icons to represent key consumer drivers.summarize
Open slide detailBeat · Rising ActionLoop · Before After
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transition
Open slide detailBeat · Rising Action
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The slide defines the scope of the survey participants (B2C, small workplaces, online presence, decision-makers).establish_context
Open slide detailBeat · Rising ActionLoop · Aha Moment
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The slide uses a simple three-column icon-based framework to categorize technological adoption.present_framework
Open slide detailBeat · Rising ActionLoop · Aha Moment
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summarize
Open slide detailBeat · Rising ActionLoop · Aha Moment
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The slide highlights the critical role of digital platforms for business survival during the pandemic, noting that even in countries with less severe lockdowns,quantify_impact
Open slide detailBeat · Rising ActionLoop · Aha Moment
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The NPS is calculated as 31, based on a survey of 3,036 merchants.quantify_impact
Open slide detailBeat · Rising ActionLoop · Aha Moment
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The slide uses a horizontal layout with icons and big numbers to highlight survey findings.quantify_impact
Open slide detailBeat · Rising ActionLoop · Aha Moment
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The slide uses a vertical timeline-like structure to list improvement areas.diagnose
Open slide detailBeat · Rising ActionLoop · Aha Moment
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summarize
Open slide detailBeat · Rising ActionLoop · Aha Moment
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Data source: Google-commissioned Dynata SEA-6 Digital Merchant Survey 2021 (n=3,036).quantify_impact
Open slide detailBeat · Rising ActionLoop · Aha Moment
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summarize
Open slide detailBeat · Rising ActionLoop · Aha Moment
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The slide highlights that 6 in 10 merchants are likely to increase or maintain usage of these services.quantify_impact
Open slide detailBeat · Rising ActionLoop · Aha Moment
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The slide uses a numbered list format to rank barriers to adoption, with privacy and security highlighted as the top concern.diagnose
Open slide detailBeat · Rising ActionLoop · Aha Moment
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summarize
Open slide detailBeat · Rising ActionLoop · Aha Moment
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The chart segments tools into Front-End and Back-End categories, with stacked bars representing 'Likely to increase usage' and 'Likely to remain the same'.quantify_impact
Open slide detailBeat · Rising ActionLoop · Aha Moment
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summarize
Open slide detailBeat · Rising ActionLoop · Aha Moment
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transition
Open slide detailBeat · Rising Action
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summarize
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The chart uses a stacked bar format to show the composition of GMV across four sectors: Online media, Online travel, Transport & food, and e-Commerce.analyze_data
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The slide uses a consistent color coding for historical vs projected data and highlights CAGR growth rates between periods.analyze_data
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The slide uses a grouped bar chart structure to compare historical and projected GMV across sectors.analyze_data
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The slide highlights the shift towards informal e-commerce and the role of digital financial services.summarize
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The chart is a Marimekko-style representation of category size vs penetration.size_opportunity
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The charts use indexed data (2017=base) to show relative growth, with specific multipliers highlighted for 2021.quantify_impact
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The slide uses a stacked bar chart to show the split between transport and food delivery GMV from 2019 to 2025.analyze_data
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The chart shows a decline in commute volume indexed to Jan 2020. The text highlights that despite this, ride-hailing remains a preferred option for new users.analyze_data
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The slide uses a bar chart to show the percentage of users who increased food delivery frequency by country, accompanied by three key takeaways.analyze_data
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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Data source: Google Trends. The charts show a clear spike in search interest during 2020 across all regions.analyze_data
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The slide uses a stacked bar chart to show the composition of online travel GMV across three categories (flights, hotels, vacation rentals) over four time periosummarize
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The slide uses a line chart to illustrate a +700% spike in search trends following a specific policy announcement.summarize
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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Part of a series on digital sectors; this slide focuses on Online Media.summarize
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The slide uses a simple bubble chart to represent growth between 2020 and 2021.size_opportunity
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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The charts use indexed search volume data from Google Trends to illustrate growth multiples.analyze_data
Open slide detailBeat · Rising ActionLoop · Segmentation Split
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summarize
Open slide detailBeat · Rising ActionLoop · Zoom In
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The slide highlights growth rates between 2021 and 2025 for each category.quantify_impact
Open slide detailBeat · Rising ActionLoop · Zoom In
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The slide uses a stacked bar chart to illustrate the decline of cash and the rise of digital payment methods.summarize
Open slide detailBeat · Rising ActionLoop · Zoom In
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The slide uses a 'virtuous cycle' narrative to explain market growth.summarize
Open slide detailBeat · Rising ActionLoop · Zoom In
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The charts show growth multiples (e.g., 9x, 16x) comparing 2021 search volume to 2017.analyze_data
Open slide detailBeat · Rising ActionLoop · Zoom In
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The slide uses a stacked bar chart to show the growth of SME and Consumer lending segments from 2019 to 2025.summarize
Open slide detailBeat · Rising ActionLoop · Zoom In
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The chart shows a stacked bar growth trend with CAGR annotations.summarize
Open slide detailBeat · Rising ActionLoop · Zoom In
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The slide uses a bar chart to show user growth and two key bullet points to explain the trend.summarize
Open slide detailBeat · Rising ActionLoop · Zoom In
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transition
Open slide detailBeat · Rising Action
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transition
Open slide detailBeat · Rising ActionLoop · Aha Moment
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The chart uses a stacked bar format to show the composition of deal value between Unicorns and Other companies.analyze_data
Open slide detailBeat · Rising ActionLoop · Aha Moment
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The slide uses a series of area charts to visualize funding trends over time (H1 2017 to H1 2021).analyze_data
Open slide detailBeat · Rising ActionLoop · Aha Moment
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The chart shows a clear upward trend in dry powder from 2016 to 2020, with a slight dip in 2017.size_opportunity
Open slide detailBeat · Rising ActionLoop · Aha Moment
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summarize
Open slide detailBeat · Rising ActionLoop · Aha Moment
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summarize
Open slide detailBeat · Rising ActionLoop · Aha Moment
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The chart highlights the dominance of e-Commerce and DFS in total deal value over the observed period.analyze_data
Open slide detailBeat · Rising ActionLoop · Aha Moment
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The slide uses a stacked bar chart to show the composition of deal values by sector (Marketplace, Logistics, Others) over time.analyze_data
Open slide detailBeat · Rising ActionLoop · Aha Moment
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The slide uses a stacked bar chart to show the composition of deal values across different fintech sub-sectors over time.quantify_impact
Open slide detailBeat · Rising ActionLoop · Aha Moment
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summarize
Open slide detailBeat · Rising ActionLoop · Aha Moment
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The slide uses a timeline-like structure for the bullet points on the right.quantify_impact
Open slide detailBeat · Rising ActionLoop · Aha Moment
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The slide uses a bar chart to show total deal value ($B) and a table row for deal counts.analyze_data
Open slide detailBeat · Rising ActionLoop · Aha Moment
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front_matter
Open slide detailBeat · Climax
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summarize
Open slide detailBeat · ClimaxLoop · Time Machine
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The slide uses a bubble chart to represent growth over time and a bulleted list to explain the drivers.size_opportunity
Open slide detailBeat · ClimaxLoop · Time Machine
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The slide uses stacked bar charts to show the composition of 2030 GMV projections against 2021 baselines.size_opportunity
Open slide detailBeat · ClimaxLoop · Time Machine
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The slide uses a horizontal timeline to present four distinct characteristics of future digital merchants.summarize
Open slide detailBeat · ClimaxLoop · Time Machine
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The slide uses a grid of icons to represent different digital consumer sectors.present_solution
Open slide detailBeat · ClimaxLoop · Time Machine
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The slide uses color-coded dots to indicate progress levels for existing drivers.summarize
Open slide detailBeat · ClimaxLoop · Time Machine
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The slide uses a color-coded legend (blue vs teal) to categorize progress, though the text body does not explicitly map these colors to the specific sections.summarize
Open slide detailBeat · ClimaxLoop · Time Machine
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present_solution
Open slide detailBeat · ClimaxLoop · Time Machine
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transition
Open slide detailBeat · Resolution
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summarize
Open slide detailBeat · ResolutionLoop · Segmentation Split
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The slide uses a two-column layout with four distinct thematic sections.summarize
Open slide detailBeat · ResolutionLoop · Segmentation Split
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Slide includes a stacked bar chart for penetration, a stacked bar chart for service consumption growth, and a grouped bar chart for consumer motivations.analyze_data
Open slide detailBeat · ResolutionLoop · Segmentation Split
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Slide 95 from a Google/Temasek/Bain report. Shows high adoption and intent to increase usage of digital tools.analyze_data
Open slide detailBeat · ResolutionLoop · Segmentation Split
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Part of a regional report series by Google, Temasek, and Bain & Company.quantify_impact
Open slide detailBeat · ResolutionLoop · Segmentation Split
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The slide uses a 2x2 grid of bar charts to compare sector performance. 2025 figures are projections.analyze_data
Open slide detailBeat · ResolutionLoop · Segmentation Split
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The chart compares full-year data (2017-2020) with half-year data (H1 2020, H2 2020, H1 2021).quantify_impact
Open slide detailBeat · ResolutionLoop · Segmentation Split
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The slide uses a two-column layout with four distinct thematic blocks.summarize
Open slide detailBeat · ResolutionLoop · Segmentation Split
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Includes data from Google, Temasek, and Bain & Company e-Conomy research.analyze_data
Open slide detailBeat · ResolutionLoop · Segmentation Split
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Slide focuses on Malaysia; part of a regional series.analyze_data
Open slide detailBeat · ResolutionLoop · Segmentation Split
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quantify_impact
Open slide detailBeat · ResolutionLoop · Segmentation Split
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The slide uses a 2x2 grid layout to compare four distinct sectors.analyze_data
Open slide detailBeat · ResolutionLoop · Segmentation Split
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The chart compares full-year data (2017-2020) with semi-annual data (H1 2020, H2 2020, H1 2021).quantify_impact
Open slide detailBeat · ResolutionLoop · Segmentation Split
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Slide uses a two-column layout with bulleted sections for key insights.summarize
Open slide detailBeat · ResolutionLoop · Segmentation Split
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Includes data from Google, Temasek, and Bain & Company.analyze_data
Open slide detailBeat · ResolutionLoop · Segmentation Split
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The slide uses stacked bar charts to show intent to increase vs maintain usage of various digital services and tools.analyze_data
Open slide detailBeat · ResolutionLoop · Segmentation Split
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Part of a regional report series by Google, Temasek, and Bain & Company.quantify_impact
Open slide detailBeat · ResolutionLoop · Segmentation Split
109
The slide uses a series of bar charts to compare historical and projected GMV across e-commerce, transport & food, online travel, and online media.quantify_impact
Open slide detailBeat · ResolutionLoop · Segmentation Split
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The chart compares annual deal values (2017-2020) against semi-annual data (H1 2020, H2 2020, H1 2021).quantify_impact
Open slide detailBeat · ResolutionLoop · Segmentation Split
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The slide uses a two-column layout with four distinct thematic sections.summarize
Open slide detailBeat · ResolutionLoop · Segmentation Split
112
The slide highlights both the growth in the number of services used per consumer and the behavioral drivers (convenience vs. routine) for continued adoption.quantify_impact
Open slide detailBeat · ResolutionLoop · Segmentation Split
113
The slide uses stacked bar charts to show the percentage of merchants likely to increase or maintain usage of various digital services and tools.analyze_data
Open slide detailBeat · ResolutionLoop · Segmentation Split
114
The slide uses a bar chart to show historical and projected GMV, with CAGR annotations between periods.quantify_impact
Open slide detailBeat · ResolutionLoop · Segmentation Split
115
The slide uses a 2x2 grid of bar charts to compare e-Commerce, Transport & food, Online travel, and Online media.analyze_data
Open slide detailBeat · ResolutionLoop · Segmentation Split
116
The chart compares annual deal values (2017-2020) with semi-annual data (H1 2020, H2 2020, H1 2021).analyze_data
Open slide detailBeat · ResolutionLoop · Segmentation Split
117
The slide uses a vertical timeline-like structure to organize four distinct thematic takeaways.summarize
Open slide detailBeat · ResolutionLoop · Segmentation Split
118
Includes a stacked bar chart for penetration, a stacked bar chart for service consumption growth, and a grouped bar chart for consumer motivations.analyze_data
Open slide detailBeat · ResolutionLoop · Segmentation Split
119
The slide uses stacked bar charts to show the split between 'Likely to increase usage' and 'Likely to maintain same usage'.quantify_impact
Open slide detailBeat · ResolutionLoop · Segmentation Split
120
The slide uses a split layout with a key message on the left and a bar chart on the right.quantify_impact
Open slide detailBeat · ResolutionLoop · Segmentation Split
121
The slide uses a 2x2 grid of bar charts to show sector-specific growth trajectories.analyze_data
Open slide detailBeat · ResolutionLoop · Segmentation Split
122
The chart compares full-year data (2017-2020) with semi-annual data (H1 2020, H2 2020, H1 2021).analyze_data
Open slide detailBeat · ResolutionLoop · Segmentation Split
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summarize
Open slide detailBeat · ResolutionLoop · Segmentation Split
124
The slide uses a combination of a stacked bar chart for service consumption growth and a grouped bar chart for consumer motivations.analyze_data
Open slide detailBeat · ResolutionLoop · Segmentation Split
125
Slide 125 from a Google/Temasek/Bain report on SEA digital economy.analyze_data
Open slide detailBeat · ResolutionLoop · Segmentation Split
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The chart shows historical data for 2019-2021 and a projection for 2025.quantify_impact
Open slide detailBeat · ResolutionLoop · Segmentation Split
127
The slide uses bar charts to show historical and projected GMV, with percentage growth annotations.analyze_data
Open slide detailBeat · ResolutionLoop · Segmentation Split
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The chart shows a significant spike in deal value in H1 2021 compared to previous periods.quantify_impact
Open slide detailBeat · ResolutionLoop · Segmentation Split
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The slide features a stylized network background and the logos of the three partner organizations.front_matter
Open slide detailBeat · Resolution