Nov 15, 2020
In episode 335, Stephanie Davis, Vice President of Google
Southeast Asia, joined us in a discussion on the latest e-Conomy
Southeast Asia (SEA) report and dissect the latest digital trends
and discuss how the different industries are moving under the
impact of the COVID-19 pandemic. Stephanie started on the key
themes, takeaways and intended audience for the report and broke
down the key verticals which have benefitted during the COVID-19
pandemic and which industries have faced the strongest headwinds,
for example travel. Last but not least, Stephanie offered an
optimistic outlook to what 2021 will look life given the
Here are the interesting show notes and links to the
- Stephanie Davis, Vice President, Google Southeast Asia (LinkedIn)
is your current role and responsibility in
did you start your career and end up in Singapore?
your career journey, what are the key learnings you can share with
our audience here?
- e-Conomy Southeast Asia (SEA) 2020 by Google,
Temasek and Bain & Company
is the 5th year of the e-Conomy report, and it is assembled by
Google, Temasek (Singapore’s sovereign wealth fund and a key
investor to many startup unicorns from China to Silicon Valley) and
Bain & Co (one of the well-known consulting firms).
To start the conversation, what are
the key themes from the e-Conomy 2020 report this year?
are the intended audience of the 2020 report?
- Southeast Asia has often been touted as the
next geographical region after China and India. In 2020, the
COVID-19 pandemic has dominated the headlines of every nation in
the world, and has acted as a catalyst to digital growth &
transformation. How has COVID-19 pushed the population of Southeast
Asia to come online or accelerated this process, and where is this
new growth coming from?
are the three key verticals which have benefited from the COVID-19
that most of the world is still caught in a lockdown, you’re
probably WFH as well, what is both the quantity and quality for
digital engagement of users in the Southeast Asia
the economic growth in Southeast Asia slowed down? Which countries
within Southeast Asia have shown growth and which ones have slowed
you talk about how ecommerce has thrived this year and what kind of
headwinds do you see in the coming year?
more people go digital in the years to come, we see that fintech,
entertainment and gaming will continue to grow, where do you see
the behaviour and activity of different stakeholders such as
consumers, businesses, and regulators within this
of the sectors that is gravely affected this year is, of course,
the travel industry. Where do you see the signs of
Chinese word for crisis consists of 2 characters that mean danger
and opportunity, and as Einstein has once said, “In the midst of
every opportunity, lies great opportunity.” So what are the two
verticals that have emerged this year?
- Temasek is a co-publisher of the report,
they’re Singapore’s sovereign wealth fund and a key investor of
many startups from China to Silicon Valley, so how do you see the
startup space evolving with regards to deal activity,
diversification of portfolios by investors from private equity to
is the outlook for businesses in the year ahead? Should we be
optimistic given that the pandemic has both accelerated digital
transformation but also shut down many businesses at the same
you have any recommendations (for example, books, podcasts, videos
or articles) which you can recommend to our audience?
do my audience find you?
The show is hosted and produced by Carol Yin (@CarolYujiaYin) and
originally created by Bernard Leong (@bernardleong, Linkedin). Sound
credits for the intro music: Taro Iwashiro, "The Beginning" from
Red Cliff Soundtrack.