Inside Fintech Investing in SEA | Le Nguyen | Investment Lens Ep 1 скачать в хорошем качестве

Inside Fintech Investing in SEA | Le Nguyen | Investment Lens Ep 1

Investment Lens is a series where we sit down with investors and operators to unpack how capital really thinks — beyond headlines and hype. In Episode 1, Khang Nguyen speaks with Le Nguyen about fintech in Vietnam and Southeast Asia — from MSME credit challenges to payments adoption, founder evaluation, and the realities of venture investing in emerging markets. In this conversation, we cover: • Why MSME lending is structurally difficult in Vietnam • The infrastructure gap in data, scoring, and collections • What most investors get wrong when evaluating fintech • The 3 signals Le looks for in founding teams • Why payments remains the strongest wedge in the market • Behavioral data and the future of credit scoring • Navigating regulation in emerging markets • Fundraising realities in a tougher capital cycle • M&A vs IPO from an early-stage VC lens • The importance of resilience for founders If you're building, investing, or exploring fintech in Vietnam/SEA, this episode is for you!