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The Growth Net

(2013-03-11 01:39:26)
标签:

印度

中国

新兴发展之星国家

分类: 国际视野
The new constellation of growth in the global economy

Sunday 10 March 2013

All names are mentioned in alphabetical order

Inaugural Meeting

New Delhi, Taj Palace 10-12 March 2013

Program as of 09 March 2013

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11:00 onwards

Mumtaz Mahal

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Participants registration

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14:30-14:45

Shah Jehan

Welcoming remarks

Gautam Thapar, Chairman, Aspen Institute India, Chairman & CEO, Avantha Group, India

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14:45-16:30

Shah Jehan

Issues identification: Common challenges, converging opportunities in the new constellation of growth

Discussions around tables will allow participants to identify some of the key challenges to be tackled and some of the most immediate opportunities to be leveraged. Participants will confront and discuss the conclusions of their discussions with top business leaders and experts. The outcome of this session will help shape the following discussions on the agenda.

Introduced & led by:

Claude Smadja, President, Smadja & Smadja, Switzerland

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16:30-17:00

Durbar

Tea break

17:00-17:45

Shah Jehan

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Inaugural Plenary with
Salman Khurshid, Minister of External Affairs, India

Welcome:
Gautam Thapar, Chairman, Aspen Institute India & Chairman & CEO, Avantha Group, India

Moderated by:
Claude Smadja, President, Smadja & Smadja, Switzerland

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18:00-19:15

Shah Jehan

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What role for the new constellation of growth in the global economy?

Ronnie Chan, Chairman, Hang Lung Properties Ltd., Hong Kong SAR
Olarn Chaipravat, Advisor to the Prime Minister, President of Thailand Trade Representative, Former Deputy Prime Minister, Thailand
Patricia Hewitt, Chair, UK India Business Council & Former Secretary of State for Trade & Industry, United Kingdom
S. Ramadorai, Vice Chairman, Tata Consultancy Services, India

Discussion chaired by:

Isher Judge Ahluwalia, Chairperson, Indian Council for Research on International Economic Relations (ICRIER), India

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© 2013 Aspen Institute India - Smadja & Smadja

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The new constellation of growth in the global economy

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19:15-19:45

Durbar

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Cocktail reception

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19:45-21:45

Shah Jehan

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Opening Dinner hosted by Intel Corporation

Global strategies for the new MNCs

A conversation between:

Ronnie Chan, Chairman, Hang Lung Properties, Hong Kong, SAR
Gautam Thapar, Chairman, Aspen Institute India, Chairman & CEO, Avantha Group, India

Introduced by:

Kumud Srinivasan, President, Intel India

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Monday 11 March 2013

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09:00-10:15

Shah Jehan

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Sustaining the dynamics in emerging markets

The developed economies’ prospects for growth in 2013 quite grim. While the global uncertainty will impact on emerging economies, they will remain the key force for growth in 2013. In its October 2012 Outlook, the IMF forecast developing economies growth in 2013 at a rate of 5.6 % compared to 1.5 % for advanced economies. Even though this might look promising, the key question for emerging economies is how to ensure sustained high growth in the coming years?

  • How much of the weakness of the anaemic situation in developed countries will impact on emerging market prospects?

  • What additional actions could emerging market economies take to sustain and even increase their growth performance in the coming 12- 18 months?

  • What are key risks, such as increases in the price of energy or food that could derail growth?

    Montek Singh Ahluwalia, Deputy Chairman, Planning Commission, India Supachai Panitchpakdi, Secretary General, United Nations Conference
    on Trade & Development – UNCTAD, Switzerland
    Rufus Yerxa, Deputy Director General, World Trade Organization, Switzerland

    Moderated by:

    N.K. Singh, Member of Parliament, India

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10:15-10:45

Durbar

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Networking break

10:45-12:00

Jehangir

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How do we deal with barriers to trade?

Despite the massive liberalization of global trade over the past decades, many barriers remain between emerging markets and developed countries and amongst emerging market economies. These barriers impact the IT, agricultural, green tech and pharmaceutical sectors among others. Particularly challenging with trade barriers in the digital or new technology sectors is that they are often hidden as domestic policies on innovation, security or “going green”.

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© 2013 Aspen Institute India - Smadja & Smadja

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The new constellation of growth in the global economy

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  • How can businesses best navigate, leverage and remain up to speed on trade agreements?

  • Is the best approach to trade liberalization through bilateral and regional FTAs?

  • Are there specific areas that should be considered as priorities for lowering barriers among emerging market economies?

    Olarn Chaipravat, Advisor to the Prime Minister of Thailand, President of Thailand Trade Representative & Former Deputy Prime Minister
    Jean-Pierre Lehmann, Professor International Economy, IMD, Switzerland
    David Short, Senior Counsel Trade & International Affairs, FedEx Express, USA Vijay Poonoosamy, Vice President, International & Public Affairs, Etihad Airways & Chair, IATA Industry Affairs Committee, UAE

    Moderated by:

    Arpita Mukherjee, Professor, Indian Council for Research on International Economic Relations (ICRIER), India

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10:45-12:00

Shah Jehan

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The talent challenge in emerging markets: What is needed to close the skills gap?

Finding the right skilled talent at the right time is a major concern for corporations around the world and in many cases it is even more so in emerging market countries. The lack of educated workers with the requisite skills in technical management, math and science, is a major bottleneck slowing growth in many emerging market economies.

  • What collaboration is needed between business, governments and academia to ensure that the skills required are those actually being taught?

  • What are the priorities in revamping educational systems for 21st century economies and societies?

  • What lessons can be learned from best practices in countries that provide the skills required and avoid the pitfalls of educational systems that produce unemployable young people?

    S. Ramadorai, Vice Chairman, Tata Consultancy Services, Advisor to the Prime Minister of India in the National Council on Skill Development, India
    Mauro de Salles Aguiar, President of Colégio Bandeirantes, Brazil
    Wang Huiyao, Director General, Center for China and Globalization, People’s Republic of China

    Moderated by:

    Nikhil Ojha, Partner, Bain & Company, India

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© 2013 Aspen Institute India - Smadja & Smadja

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10:45-12:00

Mumtaz Mahal

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How will natural resources industries address pressing strategic challenges?

As the demand for natural resources keeps increasing and the competition to secure access to them becomes even more acute and as climate change concerns and environmental pressures increase the natural resources and mining industries are confronted to multifaceted challenges.

  • What does sustainability mean for the strategies of natural resources and mining corporations?

  • How to assess and manage geopolitical risks?

  • How to navigate and anticipate an increasingly complex regulatory

    environment?

    Umesh Adhikary, President Corporate Strategy and Business Development, Aditya Birla Management Corporation Pvt. Ltd., India
    Nik Senapati, Managing Director, Rio Tinto India, India
    Kobus van der Wath, Founder, Group Managing Director, The Beijng Axis, People’s Republic of China

    Moderated by:

    Amit K. Sinha, Senior Partner, Bain & Company, India

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12:15-13:15

Mumtaz Mahal

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China’s economy and the sustainability challenge

China’s economy is expected to experience some rebound in 2013, from the 7.5% GDP growth of 2012 - the lowest in the last 10 years. However, the country remains confronted to the major challenge of moving from one growth model to another – with all the challenges involved in that transition – while meeting the increasing expectations of the people. What orientations will the new leadership in Beijing define and how far will they be able to go in implementing them while keeping social stability?

Cherie Nursalim, Executive Director, Giti Group, Indonesia
Timothy Stratford, Partner, Head of Beijing Office, Covington & Burling and Former Assistant US Trade Representative, USA
Xiang Bing, Dean, Cheung Kong Graduate School of Business, People’s Republic of China

Moderated by:

Claude Smadja President, Smadja & Smadja Strategic Advisory, Switzerland

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12:15-13:15

Jehangir

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Bringing the long-term vision on the national agenda

Every country needs a long-term vision to try to map out its future and to develop and implement the relevant economic, social and political strategies. The need might be even more acute for emerging countries which have so much catching up to do, most of the time under the pressure of keeping pace with demographic pressures and rising popular expectations. And this – most of the time – in the context of limited resources.

  • What are the paramount factors when trying to create a “national vision”?

  • How can the vision of a national future help put to use to focus energies and mobilize the people towards a shared goal?

    Mohan Kaul, Chairman, Commonwealth Business Council (CBC), United Kingdom
    Rajan Navani, Managing Director, Jetline Group of Companies India, Chairman, CII National Committee on India@75, India

    Murat E. Sungar, Board member, Open Society Foundation, Turkey

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© 2013 Aspen Institute India - Smadja & Smadja

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The new constellation of growth in the global economy

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Moderated by:

Arturo Valenzuela, Senior Advisor for Latin America, Covington & Burling & Former Assistant Secretary of State for Western Hemisphere Affairs, USA

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13:30-15:00

Shah Jehan

Luncheon hosted by Kotak Mahindra Bank

Addressing multi-faceted national security challenges

Most emerging market countries are facing complex security challenges, from domestic and foreign-induced terrorist threats to food security to the actions of separatist groups.

  • Are there some common denominators to the responses to these challenges - whatever their diversity?

  • How and when can transnational collaboration transcend the differences of situations or approaches?

    Keynote speaker:

    Shiv Shankar Menon, National Security Adviser, India Discussant:

    Clyde Prestowitz, President, Economic Strategy Institute, USA

    Chaired by:

    Shankar Acharya, Chairman of the Board, Kotak Mahindra Bank, India

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15:15-16:30

Mumtaz Mahal

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Tapping into the surging demands and expectations of emerging market consumers

Emerging economies account now for approximately one third of global consumer spending. That percentage is expected to rise to two thirds in the next 25 years. As the number of consumers in emerging markets continues to grow, companies face multiple challenges in effectively taking advantage of this new trend. In the past, multinationals have relied on selling similar products on a global scale, but as consumers become more sophisticated, they have to cater to the tastes and needs of consumers at a local, national and regional level. This will require tailored production and marketing strategies for each market.

  • What are the key challenges to be overcome to be able to tap into this demand?

  • How to successfully adjust marketing strategies, branding and product offerings to target markets?

  • Where are the success stories and what are their secrets?

    Abdul Matlub Ahmad, Chairman, Nitol Niloy Group & President, India Bangladesh Chamber of Commerce and Industry, Bangladesh
    Rakesh Sharma, President, International Business, Bajaj Auto, India
    Shashank Tripathi, Leader, Strategy Practice, PriceWaterhouseCoopers, India Caner Tunaman, President, Reckitt Benckiser, Birdseye Iglo Frozen Foods Company, International Advertising Association (IAA), Turkey

    Moderated by:

    Sat Pal Khattar, Chairman, Khattar Holdings Pte Ltd., Singapore

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© 2013 Aspen Institute India - Smadja & Smadja

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The new constellation of growth in the global economy

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15:15-16:30

Shah Jehan

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What should keep us awake at night?

Watching out for developments that could challenge our assumptions about emerging markets’ steady growth over the next 7-10 years. Could it be political instability in some of these emerging markets, continuing slow growth in the developed economies, falling into the low middle-income trap, lack of fortitude in implementing necessary reforms, or widening wealth distribution gaps?

Canan Çelebioğlu, Vice-Chairman, Celebi Holding, Turkey
Salim Dervisoglu, Former Commander-in-Chief Turkish Navy, Turkey Clyde Prestowitz, President, Economic Strategy Institute, USA Kanwal Sibal, Former Foreign Secretary, India

Moderated by:

Ronnie Chan, Chairman, Hang Lung Properties, Hong Kong, SAR

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15:15-16:30

Jehangir

Healthcare as a “must” element for emerging economies

The healthcare and pharma industry is becoming a major growth sector in most emerging market countries. At the same time, there is now the growing realization that improving healthcare for the people is a crucial element in any economic development strategy.

  • How will pharma companies in emerging markets develop over the coming years, in particular when considering IP issues?

  • How will the demand for pharma and healthcare products evolve in emerging markets?

  • How will companies adjust to changing demands?

    Vishal Bali, Group Chief Executive Officer, Fortis Healthcare Ltd., India Ashish Dhawad, Founder and CEO, Medsynaptic Pvt Ltd., India
    Glenn Saldanha, Chairman, Glenmark Generics Ltd., India

    Moderated by:

    Parijat Ghosh, Partner, Bain & Company, India

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16:30-16:45

Durbar

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Tea Break

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© 2013 Aspen Institute India - Smadja & Smadja

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The new constellation of growth in the global economy

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16:45-18:00

Shah Jehan

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Policies and actions to deepen and expand financial markets in emerging market economies

Most emerging market economies need to expand and deepen their financial markets while improving transparency and adopting regulatory frameworks. As these financial markets become more and more connected internationally, they are also increasingly exposed to the ups and downs of the global markets.

  • How to manage the increasing diversity and complexity of financial products?

  • How to open financial markets while creating safety nets in a case of financial crisis originating elsewhere?

  • What are the policies and actions needed to mobilize financial resources in different emerging markets?

    Inam Demir, Chief Economist, Finansbank, Turkey
    Subir Gokarn, former Deputy Governor of the Reserve Bank of India
    Olivia Ouyang, Managing Director & Head of Emerging Markets, China Investment Corporation, People’s Republic of China
    Andrew Sheng, President, Fung Global Institute, Adjunct Professor Tsinghua University & University of Malaya, Malaysia
    Ishmael Yamson, Chairman Standard Chartered Ghana & Chairman Ghana Investment Promotion Centre, Ghana

    Moderated by:

    Hiresh Wadhwani, Partner & Chief Operating Officer, Ernst & Young Private Limited, India

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18:15-19:30

Shah Jehan

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Leap-frogging to a clean energy future

According to a recent study by BP, 93% of the increase in global energy demand between 2010 and 2030. By that date non-OECD energy consumption will have increased by 68% compared to 2010. This translates into emerging market consumption moving from 8 billion Tons of Oil Equivalent (TOE) in 1990 to 14 billion TOEs by 2020 and 16 billion TOE by 2030. While the fuel mix – the combination of fossil and non-fossil – will evolve towards a greater share for non-fossil energy, fossil energy will keep the predominant share of production for a long time to go.

  • How growing energy needs will be met in a sustainable way?

  • What policies are needed to ensure energy security for emerging market economies as they move up the ladder of economic

    development and standards of living for their people?

  • How big a difference can new technologies and energy saving

    techniques really make?

    Keynote Speaker:

    Farooq Abdullah, Minister for New and Renewable Energy, India

    Panelists:

    James Abraham, Managing Director & CEO, Sunborne Energy Technologies, India
    Tarun Kapoor, Joint Secretary, Ministry of New and Renewable Energy, India Phil Marker, Head, Climate Change and Energy Team, UK High Commission, United Kingdom

    Jorge Lopez Morton, Founder & CEO Total Energy Systems & Executive Director, Mexican Business Council for Foreign Trade, Mexico
    Suresh Prabhu, Former Minister of Power, Environment & Industry, India

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© 2013 Aspen Institute India - Smadja & Smadja

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The new constellation of growth in the global economy

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Moderated by:

Arunabha Ghosh, CEO, Council on Energy, Environment & Water (CEEW), India

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18:15-19:30

Jehangir

Creating the right frameworks for investment

A highly developed legal and regulatory framework is now recognized as a significant asset in helping to attract investment flows.

  • How to ensure the fair treatment of foreign and domestic companies?

  • What to learn from some best practices in terms of creating the optimal

    regulatory framework?

  • What particular challenges do MNCs from emerging markets face?

    Cem Duna, Chairman, AB Consultancy & Investment Services, Turkey
    Patricia Hewitt, Chair, UK India Business Council & Former Secretary of State for Trade & Industry, United Kingdom
    Gopinath Pillai, Chairman, Gateway Distriparks, Singapore
    Celina Ramalho, Associate, GO Associados, Brazil

    Moderated by:

    Mohan Kaul, Chairman, Commonwealth Business Council (CBC), United Kingdom

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19:30-20:00

Durbar

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Cocktail

20:00-22:30

Shah Jehan

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Dinner hosted by Suresh Neotia
An evening of networking and cultural discoveries

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© 2013 Aspen Institute India - Smadja & Smadja

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Tuesday 12 March 2013

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09:00-10:15

Shah Jehan

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The Do or Die priority of Infrastructure development:

  • Setting the right policies

  • Closing the gap between financing needs and available resources

    Asian infrastructure needs are expected to require about $8 trillion in investment over the next 10 years. Africa infrastructure investment deficit is estimated at US$ 93 billion a year while the gap between infrastructure needs and actual investment in Latin America is estimated to be US$ 170 billion per year until 2020.

    • What kind of public-private partnerships are needed to close the gap between financing needs and available public resources?

    • How to maximize the role that private equity and pension funds can play in infrastructure financing?

    • What are the most efficient approaches to minimize project risks?

    • How to benefit from best practices in creating the propitious conditions

      for private sector investment in infrastructure development?

      Canan Çelebioğlu, Vice-Chairman, Celebi Holding, Turkey
      Diao Chunhe, Chairman, China International Contractors Association, People’s Republic of China
      Markus Hottenrott, Co-Head & Chief Investment Officer, Morgan Stanley Infrastructure, United Kingdom
      Arun Maira Member, Planning Commission, India
      Tao Siyang, Deputy General Manager, Zoomlion International, People’s Republic of China

      Moderated by:

      B.J. Panda, Member of Parliament, India

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10:15-10:45

Durbar

Tea Break

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10:45-12:00

Shah Jehan

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Agribusiness response to the challenge of food security

Increasing food prices, the impact of climate change are creating major challenges for securing adequate food supply – especially for emerging market economies. The food price crisis of 2008 and the recent increase in commodities price have now put food security at the top of the agenda of many countries. The challenge is made even more acute by the fact that the new middle class in emerging markets is moving up the food consumption chain.

  • How to increase private and public investment in the agriculture sector?

  • What kind of affordable innovative technologies can be put to use to

    sustain productivity growth and increase production without further

    environmental damage?

  • How to eliminate the distortions in the international trade system that

    impact on access to affordable food in emerging market countries?

    Ashok Gulati, Chairman, Commission on Prices for Agricultural Goods, India Thomas A. Lumpkin, Director General, CIMMYT, Mexico
    Herbert Oberhaensli, Vice-President Economics & International Relations, Nestlé, Switzerland

    Hardeep Singh, Member, Supervisory Board of Dubai Multi Commodities Centre (DMCC), UAE

    Moderated by:

    Abhijit Neogy, Deputy Executive Editor, Head Delhi News Operations, Bloomberg TV India

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© 2013 Aspen Institute India - Smadja & Smadja

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The new constellation of growth in the global economy

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10:45-12:00

Mumtaz Mahal

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Latin America as a new powerhouse in the global economy

Ingo Plöger, President, The Business Council of Latin America (CEAL), Brazil Arturo Valenzuela, Senior Advisor for Latin America, Covington & Burling & Former Assistant Secretary of State for Western Hemisphere Affairs, USA Rengaraj Viswanathan, Former Indian Ambassador to Latin America, Author, India

Moderated by:

Stephane Lauret, Chief Executive Officer, Safran India Private Limited, India

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12:15-13:15

Shah Jehan

India’s challenge to getting back to the high growth path

The revival of the reform process in the last quarter of 2012 has been most welcome by domestic and foreign business leaders and investors. The new determination of the government to take the kind of measures that would increase the growth capabilities of the Indian economy comes at a challenging time when uncertainty and grim prospects are prevailing in many areas of the global economy. However, well targeted government measures and renewed business confidence can do a lot to put India back to the kind of 9%+ growth rate it has proved capable of achieving.

T.N. Ninan, Chairman, The Business Standard Ltd., India
Shashi Tharoor, Union Minister of State for Human Resources Development, India

Moderated by:

Vivek Law, Editor, Bloomberg TV India

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12:15-13:15

Mumtaz Mahal

Leveraging mobile technology as a business driver

The ICT sector in emerging markets is expected to reach about $230 billion by 2013. Emerging markets have also approximately three times more wireless subscribers and are growing four times faster than in developed markets. As the lines continue to blur between the telecom, technology, Internet and media industries, companies in emerging market countries are fast adapting to these changes positioning themselves to take advantage of rising data consumption, adding new markets and consumers through mobile technologies.

Deepak Gulati, Executive President, Mobility for Tata Teleservices, India Abhishek Sinha, Co-Founder & CEO, EKO Financial Services, India Kumud Srinivasan, President, Intel India

Moderated by:

Govandraj Ethiraj, Founder, Ping Digital Broadcast, India

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13:30-15:00

Shah Jehan

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Plenary Luncheon

Transforming societies through technology

Nandan Nilekani, Chairman, Unique Identification Authority of India (UIDAI), India

Chaired by:

Suresh Neotia, Founder and Chairman Emeritus, Ambuja Cements Limited, India

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15:15-16:15

Shah Jehan

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The re-shaping of the Middle East: Deciphering a chaotic transition

Cengiz Çandar, Journalist, Radikal Newspaper and Former War Correspondent, Turkey
Shafeeq Ghabra, President, Jusoor Arabya & Professor of Political Science,

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© 2013 Aspen Institute India - Smadja & Smadja

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Kuwait University, Kuwait
S. K. Lambah, Special Envoy of the Prime Minister of India

Moderated by:

Claude Smadja President, Smadja & Smadja Strategic Advisory, Switzerland

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15:15-16:15

Mumtaz Mahal

How civil society and social media are changing corporate and political governance

The spectacular expansion of social media is proving to be a major catalyst for corporate and political governance changes – putting government and business leaders under the tight scrutiny of civil society groups, confronting them with instantaneous popular reaction and sometime harsh backlash. This trend has taken its most spectacular form in China with the wildfire spread of sites like Weibo but is today impacting almost any country in the world as internet penetration expands.

  • How is the impact of social media translating into political governance changes?

  • What kind of new expectations are emerging in an age of increased pressure for transparency and accountability?

  • Is there a danger of the spread of social media becoming a double edged sword?

    Ravina Aggarwal, Program Officer for Media Access and Rights, Ford Foundation, India
    Marcelo Furtado, Executive Director, Greenpeace, Brazil
    Jimmy Gotyana, President South Africa National NGO Coalition –Sangoco, South Africa

    Moderated by:

    Ravi Singh, Secretary General, WWF India

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16:30-17:30

Shah Jehan

It is more than “just” business: How governments and business have to come together in moving a country up

A top government leader discusses with business leaders some key things that should be done better or differently between business government and civil society to sustain positive change and a more inclusive growth.

Montek Singh Ahluwalia, Deputy Chairman, Planning Commission, India

Panelists:

Canan Çelebioğlu, Vice-Chairman, Celebi Holding, Turkey Gopinath Pillai, Chairman, Gateway Distriparks, Singapore

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17:45-18:30

Mumtaz Mahal

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Farewell Tea

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© 2013 Aspen Institute India - Smadja & Smadj 

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