Professor Patrick Chovanec
Featured Keynote Programs
Outlook for China's Economy
The world is looking to China for economic growth in 2012, but storm clouds have been forming over the Chinese economy. What are the risks and opportunities face the world's 2nd largest economy? Potential areas of keynote focus include:
* Hard or Soft Landing - Will China's growth decline in the new year? What are the key drivers of growth, and how are they changing?
* Real Estate Market - China is seeing a significant downturn in property prices. How low will prices go, and what does it mean for China's broader economy?
* Banking System - China's banks reported record earnings this past year, but their stocks have taken a beating. Is a bad debt crisis looming, and how are Chinese banks situated to weather the storm?
* Inflation and Monetary Policy - Have Chinese policymakers succeeded in getting inflation under control, and can we expect "easing" in the months ahead? What's really driving inflation in China, and what factors shape the PBOC's policy?
* Labor Market and Rising Costs - Are rising wages and labor shortages here to stay? What's driving these trends, and how will they shape the future of doing business in China?
* Business Climate - Foreign businesses are complaining that China's regulatory environment has taken a turn for the worse. What are the key issues they are concerned about? Are foreign businesses still welcome in China?
* Future of the RMB - What is the significance of recent efforts to "internationalize" China's currency? How long will it take to acheive full convertibility? Is the RMB destined to become a global reserve currency?
China's Political Leadership Transition in 2012-13
Beginning in October 2012, Chinese leaders who have been in charge these past 10 years will hand off authority to the next generation.
Key questions during this process include:
How will this transition work, and what will it mean for how power is actually exercised?
Who are the leaders stepping into power, and what are their beliefs and priorities?
What does this political transition mean for China's economy?