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Vietnam Funding Gap, VNG & VinFast IPO and Zalo & TikTok Shop UX - E314
Season 1 · Episode 314

Vietnam Funding Gap, VNG & VinFast IPO and Zalo & TikTok Shop UX - E314

BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capital VC (English) · Jeremy Au

September 10, 202327m 35s

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Show Notes

Valerie Vu, Founding Partner of Ansible Ventures, and Jeremy Au took a deep dive into Vietnam’s tech and VC landscape. They discuss three main topics:

1. Vietnam’s VC Scene: Valerie shares that the primary driver for her initiative to build a Vietnam VC fund is the glaring funding gap in the country, particularly for early-stage companies that struggle to secure the capital needed for growth. The fund aims to bridge this gap and foster a more robust ecosystem for startups in Vietnam.

2. VNG and VinFast IPOs: They talk about the much-anticipated IPOs of tech giants VNG and VinFast. Valerie points out how VNG's super app, Zalo, brings a unique set of services to its users such as messaging, social networking, and e-commerce, setting it apart from similar apps like WeChat. They also discuss how VNG and VinFast aim to tap into international capital markets and how the U.S. stock market offers them a broader platform to raise significant capital and gain international recognition. Valerie also names companies that are poised for IPOs such as Momo, Tiki, and more.

3. Zalo and TikTok Shop UX: Valerie shares her hands-on experiences as a user of various tech products, such as Zalo and TikTok Shop. She’s impressed with the seamless in-app shopping experience on TikTok, contrasting it with other platforms that require users to leave the app to complete a purchase. She shares how Zalo has deeply localized content that recognizes and adapts to the local Vietnamese audience’s preferences. Jeremy and Valerie also talk about Vietnam's export-oriented economic model and its associated challenges, especially in light of reduced orders from major markets like the US and Europe, the diverse tech ecosystems across Southeast Asia, and the hurdles Vietnamese startups face in terms of profitability and listing regulations.


Watch, listen or read the full insight at https://www.bravesea.com/blog/vietnam-ecosystem

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