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  "documentTitle": "e-Conomy SEA Unlocking the $200 billion digital opportunity in Southeast Asia",
  "authorId": "Bain",
  "authorName": "Google, Temasek",
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  "notes": "The chart uses a broken axis to represent the US data point.",
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      "text": "A total of ~$40-50bn of investments must be injected over next 10 years to make SEA a ~$200 billion internet economy in 2025",
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      "text": "This implies an investment of ~$40-50 billion over next 10 years, assuming SEA GDP growth of 5.3% and a straight line CAGR growth of VC investment as a % of GDP from 0.04% to 0.25% from 2014 to 2025",
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      "text": "Investments levels in SEA are lagging India and China; SEA's funding profile must catch up to that of India's by 2025; This implies an investment of ~$40-50 billion over next 10 years.",
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      "kind": "source-note",
      "text": "1 based on nominal GDP (2014) | SOURCE: E&Y, Temasek, World Bank, Google",
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      "text": "Capturing the $200 billion SEA internet opportunity will require ~$40-50 billion of investment over next 10 years",
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      "evidence": "Sets up required-vs-current contrast that runs through p24-27.",
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      "evidence": "$40-50B investment thesis vs current $1.1B SEA VC landscape and startup base.",
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      "evidence": "p23 anchors required capital; p25-27 show current $1.1B deal flow concentrated in SG/ID and only 106 >$10m startups.",
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