2021 saw the largest amount of VC investment in history, allowing many startups to successfully anticipate future investments. However, the market environment has changed dramatically over the past year, with inflation, interest rate hikes, and consumers being freed from restrictions on going out. As a result, 2022 is seeing a "backlash" phenomenon, with companies reassessing overly expensive investments, adjusting overemployment, and moving from premature digitalization to a return to physical reality.
Fintech is on track to return to pre-COVID-19 investment levels (quarterly) as emerging countries' mobile finance players emerge (investment has run its course), signaling a return to developed countries. Benefiting from the expansion of e-commerce amid the COVID-19 pandemic, investment in online payments remains active, and expectations are high for mobile finance, which has exported successful models from developed countries. With remote work becoming more commonplace, globalization of recruitment has become the new norm.
Retail Tech investment is shifting from developed countries to emerging countries with growth potential, and like Fintech, it is on track to return to pre-COVID investment levels (quarterly) by the end of the year. The delivery business, which grew rapidly due to restrictions on going out, is developing new added-value competition, and the e-commerce industry, which has become an established part of our lives, is moving to a stage where it must take on social responsibility and improve its systems.
Digital Health has already returned to pre-COVID levels, and the lifting of restrictions on going out has bridged the digital divide and allowed elderly people to return to their normal routine of visiting hospitals, which medical institutions hoping to improve their profits have welcomed. It's possible that investment in the digital field has slowed. Home care and hospital visit management have entered an era of digital power, rather than manpower, and while AI is demonstrating performance that exceeds human capabilities in the medical industry, there is a demand for mechanisms that support not only patients but also doctors and nurses.
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