ggv capital cross-border opportunities
TRANSCRIPT
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Cross-Border Business TrendsF R O M G G V C A P I T A L 1 5 T H A N N I V E R S A R Y S U M M I T
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Breaking into China
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2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015E 2016E 2017E 2018E$0
$200
$400
$600
$800
$1,000
$1,200
$1,400
US ChinaE-commerce GMV
In 2005, who would have thought China would be too big to ignore?
Source: Ministry of Commerce of China; US Department of Commerce; iResearch estimates
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E-commerce is disrupting traditional retail towards extinction
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China is the world’s largest outbound travel market
2X US + Germany
source
Source: Airbnb
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Lessons from Offline: Partner, Differentiate, Empower, Localize
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L E S S O N S F R O M O N L I N E
Innovate Beyond…“End-to-End” Solutions
Wechat App Online Banking
Payment
Gateway to Services Payment-QR Code
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China Going Global
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G R O W I N G G L O B A L A M B I T I O N S
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1BILLION
New Internet users in the next five years
will be mobile-first and from developing economies
Source: Creative Strategies, eMarketer
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W H E R E C H I N A L E A R N I N G S C A N B E A P P L I E D
Mobile first
New consumers
Limited infrastructure
Speed
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… W I T H G R O W I N G S U C C E S S