This is a moment of transition for international trade and the global economy.
The US and Chinese economies, while both exhibiting unusually high volatility, hit a trough in the middle of 2023. Their volatility has had ripple effects around the rest of the world, and the shape of their recovery will be a major force in 2024. The return of industrial policy, ongoing escalation of China-US competition and the turning of the inflation cycle will shape the global economy in new ways, even as there are rising growth stars amongst both emerging and developed markets. Supply chain realignment has moved firmly out of the conference hall and boardroom and onto the ground: who are the winners and losers in the year ahead?
Meanwhile, the digital transition has shifted into a new gear with AI, and the green transition continues, but at a pace well below that which is necessary, and with critical mineral shortages looming. Asia is poised to be a bright spot for growth, even if China's recovery has been more muted than hoped. And looking ahead to 2024, we expect to see continued improvement in most markets.
While south-East Asia will lead the acceleration in Asia, there will be places in the rest of the world that will show larger increases in business opportunity in 2024. Companies are assessing these developments and the new geography of global business by focusing on risk resilience: we will share our views on the key financial and operational surprises to watch out for.
In this programme, we will:
Present our latest analysis of the global and Asian economies and look ahead to 2024
Discuss implications of continued inflation, cost of living crises, energy security concerns, supply chain transformations, and more
The return of industrial policy and it's impact on business operations
Unpack how companies can navigate through geopolitical influences on business
Consider how companies can manage risk, remain resilient, and unlock opportunities
Please note that this event is limited to senior-level executives and per invitation only. If you are not an existing member of Economist Intelligence Corporate Network, but would like to learn how you can attend our events, please send an email to firstname.lastname@example.org.
8:00 AM - 8:30 AM
Doors open and registration
8:30 AM - 9:00 AM
9:00 AM - 9:45 AM
9:45 AM - 10:00 AM
Q&A and networking
Dr. Simon Baptist
Global Chief Economist & Editorial Director of The Economist Intelligence Unit
Simon is the Global Chief Economist for the Economist Intelligence Unit, responsible for driving their world-leading macroeconomic, business and political reports and forecasts with a team of 100+ economists, data scientists and analysts based in every continent. An engaging and renowned economic communicator who can make economic ideas actionable and relevant to stakeholders across financial services, corporates and government, he regularly appears on international broadcast media, briefs boards and executive teams, and gives keynote presentations at large events. Under his leadership the EIU has been ranked the top global forecaster on multiple occasions.
Simon has a doctorate in Economics at the University of Oxford, where his research investigated productivity and technology in emerging market manufacturing firms. This postgraduate study followed degrees in Economics and Science from the University of Tasmania. He has published a number of academic articles, including in World Development, Philosophical Transactions of the Royal Society A, University of Oxford working paper series, and Global Journal of Emerging Market Economies, as well as leading or contributing to a large number of EIU publications.
Director, South-East Asia of Economist Intelligence Corporate Network
Sumana is a senior policy professional with 17 years of experience. Having worked at several dynamic and vibrant tech firms, Sumana designs and implements policies through advocacy, strategic communication and evidence-based analysis. With a flair for writing and communication, Sumana is able to negotiate complex engagements & cultivate senior-level internal/external relationships.
Sumana holds a Masters in Public Policy from the University of Michigan, as well as a B.A. in Political Science and Geography from UCLA.