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December 2007
Institutional Investors Seminar: A PROGRAMME FOR INSTITUTIONAL INVESTORS
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This year investors have had more than their fair share of opportunities to play the economic guessing game and get it right. The US economy's ability to stave off recession and the surge in oil prices to yet another record high level could provoke inflation as well as threaten to dampen consumer spending, resurrecting the ghost of stagflation.
Investors have been in the uncomfortable position of hoping for US economic data that is not bad enough that it shows the economy heading for a recession, yet weak enough for the Fed to cut interest rates further as stocks tend to perform better when interest rates are falling.
Add to this a ‘second wave of worry’ now sweeping global markets about the fallout on corporate America from the sub-prime mortgage contagion and its global impact and it is clear why investors need assurance that the credit crisis will not derail corporate earnings. This concern has prompted revisions of corporate earnings and growth forecast rates for the next quarter.
In the search for clarity and market direction in such an uncertain economic climate and faced with a barrage of mixed signals and interpretations of economic indicators our challenge remains; how can we still beat the odds and get it right?
| 9.15 a.m. | Welcome Remarks Yang Berbahagia Dato’ Zarinah Anwar Chairman Securities Commission, Malaysia & SIDC |
| 9.30 a.m. | Session 1: Issues in the Medium
Term Outlook
Mr Shigeki Sakaki |
| 10.30 a.m. | Refreshment Break |
| 11.00 a.m. | Session 2: Risk Management and
Asset Allocation (Part 1)
Thomas Poullaouec |
| 12.00 p.m. | Lunch |
| 1.30 p.m. | Session 3: Risk Management and Asset Allocation (Part 2)
Bruno Lebeda Dr Xin Hai Andrew Broadhurst Daryl Ee |
| 4.00 p.m. | Refreshment Break |
| 4.15 p.m. | Session 4: The Importance of Corporate Governance (AAM)
Peter Taylor |
| 5.00 p.m. | End |