GIC Insights 2019

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Key Takeaways from
GIC Insights 2019

Finding the Middle Ground

We are in unprecedented times. Global economic prospects are increasingly uncertain, governments have limited policy ammunition, and populism and protectionist pressures continue to rise. Businesses face changing supply chain dynamics and slowing earnings growth, and investors are dealing with increasing volatility and falling returns. Technology continues to rapidly advance and disrupt, but externalities alongside the possibilities increasingly need to be assessed. Given an increasingly polarised world, finding the middle ground between the key economic powers, growth and inclusiveness, as well as risks and opportunities for investing and technology will be top of mind for all stakeholders. At GIC Insights 2019, we discussed these issues and the implications for investors and businesses.

Programme

Panel

Changing World Order

The world is undergoing dramatic changes in its economic balance. Over the last 5 years, China has overtaken the US to become the world’s largest economy (in PPP terms). China’s growing global influence in trade and technology, and transition from a global manufacturer to global innovator and entrepreneur, are being met with increasing international security concerns and protectionism. China is seeking a new balance between its growing global role and national aspirations, at a time where liquidity is tightening, growth is slowing and technology is transforming the competitive landscape. How are the US and China responding and what are the challenges and longer term outlook of this changing world order?

Speakers

Moderator

Prakash Kannan

Chief Economist and Director, Economics & Investment Strategy
GIC

Fireside Chat

Innovation 4.0

Rapid technological innovation is transforming industries and the global competitive landscape. Whether it’s information, communication, transport, retail, banking, energy, medical or food production, our needs are being met better, faster and in ways we never imagined. However, the realities can differ greatly to the promises that new technology brings, with decision makers increasingly being called upon to consider both the possibilities and externalities. At this session, we will have leading edge innovators share on the outlook for the areas they are revolutionising and the key challenges involved.

Speakers

Moderator

Mark Ong

Head, Asia Pacific Equities & Co-Head, Technology Business Group
GIC

Panel

Navigating Uncertainty

Given mature business cycles in key economies, limited policy space, and geopolitical and socio-political tensions, growth and investment returns will potentially be low and volatile. Financial risks are a key concern due to high corporate and non-bank leverage, weakening credit quality, and tightening liquidity. In light of these challenges and the heightened uncertainty across countries, economies and capital markets, how are investors positioning themselves for both the risks and opportunities?

Speakers

Moderator

Kevin Bong

Director, Economics & Investment Strategy
GIC

Closing Dinner: Opening Remarks

Speakers

Tharman Shanmugaratnam

Deputy Chairman, GIC, Senior Minister, and Chairman, Monetary Authority of Singapore

Closing Dinner: Fireside Chat

Speakers

Daniel Zhang

Executive Chairman & Chief Executive Officer
Alibaba Group

Moderator

Choo Yong Cheen

Chief Investment Officer, Private Equity
GIC

GIC Insights × ThinkSpace

Macro Outlook

Uncertainty: Key Drivers and the Path Ahead

As uncertainty persists, investors must be prepared for any one of multiple, disparate futures.

18 Nov, 2019 ∙ 7 Mins Read

Macro Outlook

The Changing World Order

Companies need to adjust to the reality of a fundamentally different US-China relationship.

18 Nov, 2019 ∙ 8 Mins Read

Technology

Jean-Pascal Tricoire on Challenges Created by Digitisation

Cybersecurity, trust, and the need to upskill are amongst challenges created by digitisation.

01 Nov, 2019 ∙ 0 Mins Read

Technology

Innovation 4.0

Companies that embrace Artificial Intelligence and Industry Automation stand to benefit in the long term.

18 Nov, 2019 ∙ 7 Mins Read

Enterprise Excellence

Tony James on the Essentials for a Successful Long-Term Partnership

Trust and respect, both organizational and personal, are key.

25 Oct, 2019 ∙ 1 Min Read

Macro Outlook

Howard Marks on the Impact of Interest Rates Being Lower for Longer

“Lower for longer” interest rates have produced distorting effects.

28 Oct, 2019 ∙ 1 Min Read

Key Takeaways from GIC Insights 2019

Click on “Download Report” for a selection of key takeaways from the event.

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Past Years’ Insights

Established in 2016, GIC Insights is GIC's annual thought leadership event that convenes business leaders and policymakers from across the world to discuss long-term issues shaping the global economic and investment landscape.