e-Conomy SEA Unlocking the $200 billion digital opportunity in Southeast Asia

Google, Temasek, Bain
arc beats above · slides in the middle · loops below · scroll → 9 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

65
every slide · same image gating as the playbook
01
Slide 1
Includes instructional text for digital navigation.front_matter
03
front_matter
04
summarize
Open slide detailBeat · Surface Observation
05
Slide contains three distinct thematic paragraphs with bolded headers.summarize
Open slide detailBeat · Surface Observation
06
Includes logos for Google, Temasek, and Bain & Company.front_matter
Open slide detailBeat · Surface Observation
07
This slide serves as an introduction/methodology note for the e-Conomy SEA report series.establish_context
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
08
The slide uses isometric illustrations of regional landmarks (Monas, Petronas Towers, Marina Bay Sands, etc.) connected by circuit-like lines to represent digitfront_matter
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
09
Slide contains a map of SEA countries with population labels and a line chart comparing regional GDP growth to global growth.establish_context
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
10
Includes data on Internet user growth (2015-2019) and mobile usage engagement metrics.establish_context
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
11
The slide uses two charts: a horizontal bar chart for population demographics and a stacked bar chart for app usage categories over time.analyze_data
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
12
The slide uses narrative text to highlight the impact of Google services (Search, Maps, Translate, Workspace) on the Southeast Asian digital economy.summarize
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
13
The slide features a stylized graphic of a smartphone displaying a growth curve and the $100B figure.transition
Open slide detailBeat · Surface ObservationLoop · The Reveal
14
The slide uses bubble charts to represent growth in GMV and user metrics over time.quantify_impact
Open slide detailBeat · Surface ObservationLoop · The Reveal
15
The chart is a conceptual S-curve showing adoption over time for various digital sectors.present_framework
Open slide detailBeat · Surface ObservationLoop · The Reveal
16
The slide highlights the growth of the Internet economy in Southeast Asia relative to GDP and compares it to the US market.analyze_data
Open slide detailBeat · Surface ObservationLoop · The Reveal
17
transition
Open slide detailBeat · First LayerLoop · Segmentation Split
18
The chart includes a comparison to US and China as reference points. Indonesia's 2025 projection is highlighted as a key metric.analyze_data
Open slide detailBeat · First LayerLoop · Segmentation Split
19
The slide uses a grouped bar chart to show GMV growth from 2015 to 2025 across 6 countries, with CAGR annotations.analyze_data
Open slide detailBeat · First LayerLoop · Segmentation Split
20
The slide provides a comparative narrative analysis of three Southeast Asian markets.analyze_data
Open slide detailBeat · First LayerLoop · Segmentation Split
21
Part of a series of country-specific slides in the e-Conomy SEA report.quantify_impact
Open slide detailBeat · First LayerLoop · Segmentation Split
22
Part of a regional report series by Google, Temasek, and Bain & Company.quantify_impact
Open slide detailBeat · First LayerLoop · Segmentation Split
23
Part of a regional e-Conomy report series by Google, Temasek, and Bain & Company.analyze_data
Open slide detailBeat · First LayerLoop · Segmentation Split
24
Part of a regional report series by Google, Temasek, and Bain & Company.quantify_impact
Open slide detailBeat · First LayerLoop · Segmentation Split
25
Part of a regional report series by Google, Temasek, and Bain & Company.analyze_data
Open slide detailBeat · First LayerLoop · Segmentation Split
26
Part of a regional report series by Google, Temasek, and Bain & Company.quantify_impact
Open slide detailBeat · First LayerLoop · Segmentation Split
27
transition
Open slide detailBeat · Deeper LayerLoop · Tale Two Worlds
28
The slide highlights the concentration of economic activity in 7 major metro areas, contrasting population density with GMV contribution and per capita spendingestablish_context
Open slide detailBeat · Deeper LayerLoop · Tale Two Worlds
29
Includes a map of Southeast Asia with specific GMV per capita data points for major metro areas vs. their respective non-metro counterparts.analyze_data
Open slide detailBeat · Deeper LayerLoop · Tale Two Worlds
30
The slide uses a comparison table structure to contrast Metro vs Beyond Metros growth.quantify_impact
Open slide detailBeat · Deeper LayerLoop · Tale Two Worlds
31
transition
Open slide detailBeat · Deeper LayerLoop · Zoom In
32
Slide 32 from a Google/Temasek/Bain report on the SEA Internet economy.analyze_data
Open slide detailBeat · Deeper LayerLoop · Zoom In
33
The slide uses Google Trends data to show the growth of promotional search queries in Indonesia, Malaysia, Philippines, Singapore, Thailand, and Vietnam.analyze_data
Open slide detailBeat · Deeper LayerLoop · Zoom In
34
Slide 34 from a Google/Temasek/Bain report.summarize
Open slide detailBeat · Deeper LayerLoop · Zoom In
35
The chart shows the growth of the Ride Hailing sector from 2015 to 2025, highlighting the shift in composition between Online Transport and Online Food Deliverysize_opportunity
Open slide detailBeat · Deeper LayerLoop · Zoom In
36
Includes Google Trends data for 6 countries and a projected market size for 2025.size_opportunity
Open slide detailBeat · Deeper LayerLoop · Zoom In
37
The slide also discusses ride-hailing supply constraints and profitability strategies in the top paragraphs.analyze_data
Open slide detailBeat · Deeper LayerLoop · Zoom In
38
The slide uses Google Trends data to illustrate the rapid adoption of digital entertainment services in Southeast Asia.summarize
Open slide detailBeat · Deeper LayerLoop · Zoom In
39
Includes a stacked bar chart showing GMV growth from 2015 to 2025, with CAGR percentages.analyze_data
Open slide detailBeat · Deeper LayerLoop · Zoom In
40
The slide uses Google Trends data to illustrate the shift in consumer interest toward vacation rentals.analyze_data
Open slide detailBeat · Deeper LayerLoop · Zoom In
41
transition
Open slide detailBeat · Deeper LayerLoop · Before After
42
Includes two scatter plots showing positive correlation between time spent and GMV.analyze_data
Open slide detailBeat · Deeper LayerLoop · Before After
43
The slide uses a heatmap matrix to show core, adjacent, and nascent services across different sectors.analyze_data
Open slide detailBeat · Deeper LayerLoop · Before After
44
transition
Open slide detailBeat · Core InsightLoop · Aha Moment
45
The slide uses a combination of text and a visual breakdown of banked/underbanked/unbanked populations across SEA countries.frame_problem
Open slide detailBeat · Core InsightLoop · Aha Moment
46
The slide uses a bubble chart to represent market sizing (GTV) for 2019 vs 2025.analyze_data
Open slide detailBeat · Core InsightLoop · Aha Moment
47
The slide contains a bar chart comparing 2019 vs 2025 projections for four financial service categories, followed by a descriptive analysis of the competitive lanalyze_data
Open slide detailBeat · Core InsightLoop · Aha Moment
48
The diagram is a 2x2 matrix variant mapping market participants across two axes: Financial Services vs. Consumer Services and New Entrants vs. Established Playepresent_framework
Open slide detailBeat · Core InsightLoop · Aha Moment
49
summarize
Open slide detailBeat · Core InsightLoop · Aha Moment
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summarize
Open slide detailBeat · Core InsightLoop · Aha Moment
51
transition
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
52
The slide uses a narrative structure to contrast global macro-economic slowdown with regional investment success.establish_context
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
53
The slide provides a narrative summary of investment flows into specific digital sectors in Southeast Asia.summarize
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
54
The slide provides a narrative summary of investment trends in SEA, specifically focusing on Online Media, Fintech, and the concentration of capital in Unicorn summarize
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
55
The slide uses bar charts to compare funding over time (2016-2019) for two tiers of companies.analyze_data
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
56
The slide uses a stacked bar chart to show funding distribution by valuation tiers and text to discuss deal size growth.analyze_data
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
57
Includes logos for Google, Temasek, and Bain & Company.analyze_data
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
58
The slide combines a bar chart showing funding volume by series and a conceptual diagram showing the shift in investor focus across deal stages.analyze_data
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
59
transition
Open slide detailBeat · ImplicationsLoop · Before After
60
The slide uses a circular progress indicator visual to categorize the status of six challenges (Funding, Consumer Trust, Talent, Internet Access, Logistics, Paydiagnose
Open slide detailBeat · ImplicationsLoop · Before After
61
This slide is a text-heavy summary page, likely part of a larger report on the Southeast Asian digital economy.summarize
Open slide detailBeat · ImplicationsLoop · Before After
63
The slide uses a grouped bar chart format with CAGR annotations for each country.analyze_data
64
The slide uses grouped bar charts to show market size (GMV) and CAGR for two distinct sectors.analyze_data
65
Includes instructional text for digital navigation.front_matter