Singapore Investment Forum (SIF)

Singapore Investment Forum (SIF)Seminar on“China and India :Investment Opportunities as the Asian Giants awake”in conjunction with theWealth Management Institute’s commencement of theMaster of Science in Wealth Management ProgrammeMonday, 12 July 2004

CONTENTSProgramme1Biodata of Moderator, Speakers & Panelists4List of participants15Singapore Investment Forum23Partners of the Singapore Investment Forum25ACI Singapore – The Financial Markets Association26Bloomberg28Investment Management Association of Singapore (IMAS)29Reuters30Singapore Exchange Limited (SGX)31Singapore Society of Financial Analysts (SSFA)32Past SIF Forum34Singapore Investment Forum (SIF)Seminar on2

“China and India: Investment Opportunities as the Asian Giants awake”in conjunction with theWealth Management Institute’s commencement of theMaster of Science in Wealth Management ProgrammeProgramme1.15 pmRegistration1.45 pmOpening AddressMr Ng Kok SongManaging Director (Public Markets)Government of Singapore Investment Corporation &Chairman, Wealth Management Institute (WMI)2.00 pm“India’s Future”Mr Gurcharan Das, GCD ConsultantsAuthor of “India Unbound” &Former CEO, Procter & Gamble, India2.45 pm“China : Secular Opportunities vs Cyclical Risk”Mr Andy XieManaging Director, Equity ResearchMorgan Stanley Dean Witter Asia Limited, Hong Kong3.30 pmTea Break3.50 pmPanel Discussion“China and India : Investment Opportunities as the Asian Giants awake”Moderator:Mr Manu BhaskaranPartner & Head of Economic ResearchCentennial GroupPanelists:Mrs Lim Hwee HuaManaging DirectorTemasek Holdings (Pte) LtdMr Shaw WagenerChairman, Capital InternationalMr Leo PuriDirectorMcKinsey & Company, India5.20 pmEnd of Seminar3

BIODATA OF MODERATOR, SPEAKERS &PANELISTS4

GURCHARAN DASGCD ConsultantsAuthor of “India Unbound”Former Chief Executive Officer, Procter & Gamble, IndiaGurcharan Das is a columnist, novelist, playwright, and a management consultant. He is theauthor of the international bestseller, India Unbound, which has been published in manycountries and languages and filmed by BBC. He writes a regular column for the Times ofIndia and occasional articles for the Wall Street Journal and other newspapers, which havejust been published as an anthology, The Elephant Paradigm by Penguin Books. Penguin hasalso published his novel, A Fine Family, which is being made into a film by Sham Benegal.Oxford University Press has published his anthology, Three English Plays, consisting ofLarins Sahib, a prize-winning play about the British in India, which has been produced inmany cities, and presented at the Edinburgh Festival. Mira, another play, was produced offBroadway to critical acclaim from New York critics and has had long and successful runs inmany cities around the world. 9 Jakhoo Hill has had a successful run in major Indian cities.Gurcharan Das graduated with honors from Harvard University in Philosophy and Politics.He later attended Harvard Business School (AMP), where he is featured in three case studies.He is currently at the University of Chicago doing research for his next book, The world ofthe vaishya: narratives of Indian capitalism.He was CEO of Procter & Gamble India and Vice President, Procter & Gamble Far Eastbetween 1985-1992, and Vice President and Managing Director, Procter & GambleWorldwide until 1994, when he took early retirement to become a full time writer. Hecurrently consults with a number of companies on global corporate strategy, and is associatedwith a venture capital fund. He has two children and lives with his wife in New Delhi.5

ANDY XIEManaging Director, Equity ResearchMorgan Stanley Dean Witter Asia Limited, Hong KongAndy Xie is a Managing Director and Head of Morgan Stanley's Asia/Pacific economicsteam. He joined the firm in 1997 after two years with Macquarie Bank in Singapore, wherehe was an associate director in corporate finance. Andy also spent five years as an economistwith the World Bank, which he joined through the Young Professionals Program. He wasresponsible for the World Bank programs in industry and finance in Indonesia and telecomand power programs in other Asia/Pacific countries.Andy earned a PhD in economics in 1990 and an MS in civil engineering in 1987 from theMassachusetts Institute of 年獲同一學府頒發經濟學博士。6

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PollRankInstitutional InvestorAll Asia Pacific NJANO. 1 Economist from year 2001 to2004World Economic Forum/Caijing Magazine / CCTV./,Year 2003 win the prize “One of TenNew China Economic Leaders"10"Business Week in SeoulYear 2003, The Best Economist inNorth East Asia Pacific8

MANU BHASKARANPartner & Head of Economic ResearchCentennial GroupCURRENT POSITIONSApril 2002 to datePartner and Member of the BoardCENTENNIAL GROUP IncBased in Singapore, Mr Bhaskaran co-ordinates the Asian business of the Centennial Group,a strategic advisory firm based in Washington DC. He heads the group’s economic researchpractice, which provides in-depth analysis of macro trends in Asia for investment institutions,government agencies and companies with interests in Asia.January 2004 to datePREVIOUS WORK EXPERIENCEApril 1989 to Oct 2001Adjunct Senior Fellow, INSTITUTE OFPOLICY STUDIES SINGAPORE(Was Visiting Fellow, Dec 2003 to May 2003)Managing Director/Chief Economist AsiaSG SECURITIES ASIA (formerly CrosbySecurities)Mr Bhaskaran supervised Asian economic and investment strategy analysis for SocieteGenerale’s Asian investment banking division. He was a member of the ExecutiveCommittee, in charge of Asian equity research. In 12 years with the firm, Mr Bhaskaranhelped to establish the firm’s business presence in Southeast Asia and in South Asia as wellas contributing to the development of the firm’s highly-rated equity research.May 1982 to April 1989Administrative ServiceGOVERNMENT OF THE REPUBLIC OFSINGAPOREMr Bhaskaran supervised a team preparing strategic political and economic assessments ofAsia for senior Singapore government officials.9

OTHER EXPERIENCEAugust 1980 to May 1982January 2002 to dateInspector ve Committee Member,Singapore Institute of International Affairs(SIIA);Vice-President, Economics Society of SingaporeMr Bhaskaran has also been a member of a number of review committees established bygovernment agencies to review policies in Singapore.DIRECTORSHIPSDecember 2003August 2002June 2003February 2004Chairman, Board of Directors, ECICS Holdings(A company mostly owned by the SingaporeGovernment)Director, Silk Air Ltd (subsidiary of SingaporeAirlines)Aspen Networks Inc(A company involved in computer networking)Director, International Factors Singapore Ltd(Factoring company listed on Singapore StockExchange)PUBLICATIONS1. Reinventing the Asian Model: The Case of Singapore, Eastern Universities Press, 20032. Editor, The Singapore Economic Roundtable series.3. The Singapore Economy, Challenges and Responses in Yap Mui Teng (Editor) SingaporePerspectives 2003, Eastern Universities Press, 20034. Assessment of Singapore’s Competitiveness in Asia: Seeking the Competitive Edge,Proceedings of the Seminar on Asian Competitiveness, Socio-Economic and EnvironmentResearch Institute, Malaysia, 20025. Scenarios for East Asia’s Recovery, in Tan Kong Yam (Editor), Asian EconomicRecovery, Policy Options for Growth and Stability, Singapore University Press 20026. Regular columnist in Nihon Keizai Shimbun and The Edge.EDUCATIONJune 1980June 1987Bachelor of Arts (Hons) and MA (Cantab)Magdalene College, Cambridge UniversityMasters in Public Administration,Kennedy School of Government, HarvardUniversityChartered Financial Analyst10

CONTACT DETAILSAddress:82 Jalan Pemimpin, Singapore 577233, Republic of SingaporeTelephone:63562924 (Work); 96361056 (Handphone)Email:manub@pacific.net.sgCentennial website: www.centennial-group.com11

LIM HWEE HUAManaging DirectorTemasek Holdings (Pte) LtdMrs Lim Hwee Hua is currently the Managing Director (Strategic Relations) of TemasekHoldings Pte Ltd where she is responsible for promoting the long-term interest of Temasekby working with strategic business partners, regulators and fellow shareholders, ongovernance and regulatory policies.Mrs Lim currently serves on the boards of Singapore Post, Singapore Pools, KeppelCorporation, Singapore Totalisator Board HDB Corporation Pte Ltd and PSA China Pte Ltd.Prior to joining Temasek, Mrs Lim spent a total of 8 years with Jardine Fleming SingaporeSecurities as the Head of Research and then Director.She was previously a member of the Maritime & Port Authority of Singapore (1996-2000)and the Sentosa Development Corporation (2001-2002). Some of her previous directorshipsinclude PSA Corp, Mapletree Investments, MediaCorp Singapore, Singapore TechnologiesKinetics, NTUC Income Insurance Co-Operative and Senoko Power.Mrs Lim is also the Deputy Speaker of the Parliament of Singapore and Chairman of thePublic Accounts Committee. She has been a Member of Parliament for the Marine ParadeGRC since 1997.Mrs Lim was awarded an Overseas Merit Scholarship by the Singapore Government in 1978and holds a Master of Arts and Bachelor of Arts in Mathematics/Engineering from theUniversity of Cambridge, UK, and a Master of Business Administration from the AndersonSchool, University of California, Los Angeles.12

SHAW WAGENERChairmanCapital InternationalShaw B. Wagener is Chairman of Capital International, Inc. (CII), a Senior Vice Presidentand Director of Capital Group International, Inc. (CGII), and serves as a Director of CapitalGuardian Trust Company (CGTC), and The Capital Group Companies, Inc. (CGC). He is anemerging markets equity portfolio manager and the Vice Chairman of the InvestmentCommittee for emerging markets. He also is on CII’s Private Equity Investment Committee.He serves on various business related committees including the CGII managementcommittee, and the CGC management committee. Mr. Wagener joined our organization in1981 and has also served as the head of equity trading for Capital Research and ManagementCompany. He is a graduate of Claremont McKenna College (cum laude) with a BA ininternational relations. He holds the Chartered Financial Analyst designation and is amember of the Los Angeles Society of Financial Analysts. He is based in the Singaporeoffice.13