Southeast Asia

“A lot of the founders now, they have evolved to think about world on a, the globe on a local scale, right? So, they think about, they used to think about India as the first market, now they think about India plus Southeast Asia as the first market, or they thi…”

“If you look at our focus, we are very deliberately focused on global emerging markets. You know, as, which, as I mentioned in India, Southeast Asia, Africa, Latin America, and GCC, we do not really invest in the US or Europe.”

“There is too much capital and which is being prematurely thrown at these companies, which can even kill markets before it's like killing the golden rules and you kill markets before they even happen by throwing too much capital after some sectors or sub sector…”

“And we believe that the Southeast Asian market is a good transition market between India and the U S because one, it is a different market than your home market.”

“So we are not only working in India with the banks. We are also working in Southeast Asia and did some work in US as well, where the banks are giving our loans to the farmer and this opens up the black box, right?”

“We will be launching in Southeast Asia towards the end of this year. Most likely in Indonesia and Philippines.”

“In terms of split, I would say about 65% of revenue comes from India plus Southeast Asia. The rest of the 35% comes from the rest of the world for us.”

“You have to either choose a US or choose Southeast Asia. You can't do both because if your product market fit is good, the best company will still take the biggest market pretty quickly, right? So being in two different markets actually doesn't help because th…”

“Rather than going to Southeast Asia and Middle East and everything. But those markets actually are more profitable, more, you know, there's a lot more money there to be made.”

“Southeast Asia is still earlier on its journey and has not actually, in my opinion, shown as much from a realization DPI standpoint. I think that will improve.”

“I think there is increased interest in, in India and in Southeast Asia and in South Korea, specifically as people think of other ways to get exposure in Asia.”

“We built in India, built for India, but we are now expanding to the world. We've taken into Southeast Asia, Middle East.”

“So about 20% of our revenues comes from Middle East, Southeast Asia, Africa. So we focus a lot on emerging markets. Our business in emerging market is growing faster than our India business.”