Harvesting Business
Opportunities Through
Global Leverage
Fenox Confidential Page 1
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
1. A History of Innovation
Europe & the United States
At the Forefront of Innovation
Fenox Confidential Page 2
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
1. A History of Innovation
Industrial Revolution
18th~19th Century
Fenox Confidential Page 3
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
1. A History of Innovation
1876
Alexander
Graham Bell
Fenox Confidential Page 4
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
1879
Thomas
Edison
1. A History of Innovation
1890
Gottlieb Daimler
1903
Henry Ford
Karl Benz
Fenox Confidential Page 5
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
1. A History of Innovation
Fenox Confidential Page 6
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
1. A History of Innovation
Fenox Confidential Page 7
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
1. A History of Innovation
Fenox Confidential Page 8
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
1. A History of Innovation
Fenox Confidential Page 9
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
1. A History of Innovation
Fenox Confidential Page 10
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
1. A History of Innovation
High
Education
Fenox Confidential Page 11
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
1. A History of Innovation
100% of
World’s Top Ranked
Universities are
In Europe & USA
Source: Times Higher Education
Fenox Confidential Page 12
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
Current European & US Market
Fenox Confidential Page 13
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
2. Business Saturation in Europe
Fenox Confidential Page 14
2033 Gateway Place 5th Floor, San Jose, California 95110, USA | Tel: +1 (408) 961-8820
2. Business Saturation in USA
Fenox Confidential Page 15
2033 Gateway Place 5th Floor, San Jose, California 95110, USA | Tel: +1 (408) 961-8820
2. Demographics: vs World
European Population: 731 million
World Population: 7 billion
US Population
: 313 million
Less than 14% of world population
Fenox Confidential Page 16
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A deeper look in……..
Opportunities in Emerging Nations
Fenox Confidential Page 17
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3. Global Demographics
A growing population in less developed countries
Source: United Nations “WORLD POPULATION TO 2300 ”
Fenox Confidential Page 18
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
3. Global GDP
Emerging countries
have a huge
potential for high
growth
Source: IMF “World Economic Outlook ”
Fenox Confidential Page 19
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
3. Global Internet User
Internet users have grown and more to grow
Rank
Country
2008-2011
Internet User
Adds (MMs)
2011
Internet Users
(MMs)
Y/Y Growth
(%)
Population
Penetration
(%)
1
China
215
513
12
38
2
India
69
121
38
10
3
Indonesia
37
55
22
23
4
Philippines
28
34
44
35
5
Nigeria
21
45
-
28
6
Mexico
19
42
19
37
7
Russia
16
61
3
43
8
USA
15
245
1
79
9
Iran
14
37
-
48
10
Turkey
11
36
26
49
Source: KPCB “INTERNET TRENDS”
Fenox Confidential Page 20
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
3. Global Mobile User
Penetration rate is still low in Emerging countries
Rank
Country
CQ4:11
3G Subs (MM)
3G Penetration
(%)
3G Sub Y/Y Growth
(%)
1
USA
208
64
31
2
Japan
122
95
9
3
China
57
6
115
4
Korea
45
85
10
5
Italy
44
51
25
6
UK
42
53
25
7
Brazil
41
17
99
8
India
39
4
841
：
：
：
：
：
12
Indonesia
29
11
27
15
Russia
17
8
45
Source: KPCB “INTERNET TRENDS”
Fenox Confidential Page 21
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3. Global Middle Class
A growing middle class of consumers
Fenox Confidential Page 22
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3. Comparison: Western vs World
London Skyline
Europe & USA :
A Saturated Market
Shanghai Skyline
BRIC & Indonesia:
Room to Expand
Fenox Confidential Page 23
2033 Gateway Place 5th Floor, San Jose, California 95110, USA | Tel: +1 (408) 961-8820
4. Emerging Countries: China
Soaring purchasing power
The largest market for luxury goods
Fenox Confidential Page 24
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4. Emerging Countries: India
Source: Government of India
The largest mobile market
Fenox Confidential Page 25
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
4. Emerging Countries: Brazil
$11 Billion per Year
26% Annual Growth Rate
The largest e-commerce
market in Latin America
Fenox Confidential Page 26
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
4. Emerging Countries: Russia
GDP per capita in 2010, 2015
20000
16000
12000
2010
2015
8000
4000
0
India
Indonesia
China
Brazil
Russia
Source: IMF “World Economic Outlook Database”
The highest GDP per capita in BRIC countries
Fenox Confidential Page 27
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
4. Emerging Countries: Indonesia
Source: IMF “World Economic Outlook Database”
One of the fastest growing countries
Fenox Confidential Page 28
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What does all these mean to us
in Europe and in USA?
We can tap into the Growing
Opportunities in the Emerging Nations
Fenox Confidential Page 29
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2
Go Global
Why does it makes sense?
Fenox Confidential Page 30
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
5. Reasons to Go Global
1.
2.
3.
4.
A Shrinking World
Tapping into World Talent Pool
Capital Management
Exploring New Markets
Fenox Confidential Page 31
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5. Reasons to Go Global
Matured Air Travel Industry
A Shrinking World
Fenox Confidential Page 32
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5. Reasons to Go Global
The Age of the Internet
A Connected World
Fenox Confidential Page 33
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
5. Reasons to Go Global
Manage labor cost and risk
Globalize your manufacturing
Fenox Confidential Page 34
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
5. Reasons to Go Global
Understand regional incentives
Get government funding
Fenox Confidential Page 35
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588
6. Companies Gone Global
Source: BBC News
Fenox Confidential Page 36
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6. Companies Gone Global
Source: Indian Express
Mobile: High profit growth in India
Fenox Confidential Page 37
2033 Gateway Place 5th Floor, San Jose, California 95110, USA | Tel: +1 (408) 961-8820
6. Companies Gone Global
Pharma
14-17% growth in emerging economies
Driven by large, aging population
Fenox Confidential Page 38
2033 Gateway Place 5th Floor, San Jose, California 95110, USA | Tel: +1 (408) 961-8820
6. Companies Gone Global
Autos
Source: The Street
China is now world largest market growing 50%
GM and Ford in joint ventures with local automakers
Fenox Confidential Page 39
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6. Companies Gone Global
Consumer
IKEA expands market in China, Japan, Korea, India
Wal-Mart open dozens of stores in China each year
Fenox Confidential Page 40
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Getting Started with Globalization
Fenox Confidential Page 41
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4
7. Getting Started
Partnership is
the key to global
expansion
Find the right
Partners
Fenox Confidential Page 42
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7. Getting Started
VCs with international outlook
Leverage their global network
Fenox Confidential Page 43
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7. Getting Started
Local Incubators and VCs in Asia
Fenox Confidential Page 44
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7. Getting Started
Professional networking by social media
Fenox Confidential Page 45
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7. Getting Started
Government department of commerce
and NPO
Fenox Confidential Page 46
2033 Gateway Place 5th Floor, San Jose, California 95110, USA | Tel: +1 (408) 961-8820
Key Take Away Messages
Fenox Confidential Page 47
2033 Gateway Place 5th Floor, San Jose, California 95110, USA | Tel: +1 (408) 961-8820
Fenox Confidential Page 48
1798 Technology Drive, Suite 242, San Jose, California 95110, USA | Tel: +1 (408) 896-9588