The Ritz-Carlton, Millenia Singapore | 2 November



Barclays Asia Forum 2017

Thursday 2 November
08:00 - 09:00 Registration and Breakfast
Grand Ballroom Foyer, Level One, Ritz-Carlton, Millenia Singapore

09:00 - 09:10 Forum Opening Address
Tim Throsby, President, Barclays International; CEO, Corporate and Investment Bank, Barclays

09:10 - 09:50

The Politics of Rage: Driven to Extremes
Fareed Zakaria, CNN Host, GPS Fareed Zakaria; Bestselling Author, The Post-American World

Centrist political parties are losing ground across the globe with voters in advanced economies turning from the traditional left/right political axis to more extreme populist or liberal ideologies. Fareed Zakaria will assess the causes of this unparalleled shift, including the changing nature of the media and the rise of ‘fake news’ – why is it happening and what are the implications for the global economy and financial markets?

09:50 - 10:30

What Is and Is Not Objectionable about America First
Anne-Marie Slaughter, President & CEO, New America

Is President Trump’s nationalism a wish for a less complicated world? When you hear “Make America great again” that nostalgia is not just for a time when America was more homogeneous in terms of jobs, race and gender roles. Geopolitical commentator Anne-Marie Slaughter believes it may also be a longing for what most Americans saw as the moral clarity of the Cold War: a struggle of good versus evil that the West won. The 21st century world is a complex, multi-polar order in which it is often much harder for Americans to figure out when and how to take a stand. In this session, she will examine the broader trends behind some of Trump's rhetoric and lay out the possible implications for the US and a new world order.

10:30 - 10:50 Refreshment Break
Grand Ballroom Foyer, Level One, Ritz-Carlton, Millenia Singapore

10:50 - 11:30 Exodus: How Migration is Changing Our World
Paul Collier, Professor of Economics and Public Policy, Blavatnik School of Government, University of Oxford; Bestselling Author, Exodus: How Migration is Changing Our World
In conversation with: Marvin Barth, Head of FX & Emerging Markets Macro Strategy, Barclays

Migration is changing our world. In Europe, unprecedented numbers of refugees and migrants from the Middle East and Africa have triggered a crisis in Europe. Millions more in Turkey and Lebanon are generating further political, economic and social pressures. Migration is playing a major role in domestic and international affairs in the US, Europe and Asia. Paul Collier wants to help you understand how together we should approach this complex issue.

11:30 - 12:20

The Monetary Dilemma
Raghuram Rajan, 23rd Governor, Reserve Bank of India (2013-2016)
In conversation with: Christian Keller,
Head of Economics Research, Barclays

Easy money is having a diminishing effect after years of accommodative policies. Dr Raghuram Rajan believes that low borrowing costs and quantitative easing have made for an aggressive monetary policy that threatens financial stability. We must change direction. There will be volatility, but we must bear it. Dr Rajan will lay out possible paths for policy change and the consequences for global assets prices, inflation and risk. What should we do and when? How long will the pain last, and what will the outcome be for the developed and emerging world?

12:20 - 13:20 Buffet Luncheon
Grand Ballroom Foyer, Level One, Ritz-Carlton, Millenia Singapore

13:20 - 14:10

A Conversation with Secretary-General Ban Ki-moon
Ban Ki-moon, 8th Secretary General, United Nations (2007-2016)
In conversation with: Jami Miscik, CEO & Vice Chairman, Kissinger Associates

Former UN Secretary-General Ban Ki-moon warns that the world is moving closer to nuclear annihilation – the situation is alarming. We have not had such heightened tensions on the Korean Peninsula since the Korean War. In conversation with Jami Miscik, he will discuss the potential for conflict escalation, the Chinese and US policy stance and South Korea’s opposing promise of economic integration. This session will address these issues and consider the impact of regime collapse and the likely outcomes in the short and long term.

14:10 - 14:30

Refreshment Break
Grand Ballroom Foyer, Level One, Ritz-Carlton, Millenia Singapore

14:30 - 15:30 Britain and the EU: The Way Forward
Keynote speaker 
In conversation with: Sir David Wright, Senior Advisor, Barclays

At this uncertain and turbulent time for the UK, EU and the wider world, our keynote speaker will provide lessons in leadership – not least on building economic strength; creating inward investment across the UK and Europe against the backdrop of an emergent Russia and China; and navigating complex international security challenges.

This session will provide an unrivalled perspective on the future of the European Union and Britain’s place in the world following Brexit; and a unique insight on the rise of populist politicians and parties at a time of profound global change.

15:30 - 16:20 Markets: Making Sense of it All
Mohamed El-Erian, Chief Economic Adviser, Allianz; Former CEO & Co-CIO, PIMCO

Within the next two years, Mohamed El-Erian believes, the developed world will hit a fork in the road between equality and chaos: one road leads to higher growth and a more inclusive form of capitalism, while the other turns towards recession, instability and turmoil. In this closing session, he will examine what brought us to this point, and suggest how we can navigate ourselves towards a more positive and stable future, in addition to providing an investor’s view on populism, de-globalisation, geopolitical tensions and the need for regional and global governance repair, and outline the possible opportunities ahead.

16:20 - 16:30 Closing Summary
Jaideep Khanna, Head of Asia Pacific, Barclays

16:30 - 18:00 Drinks Reception
Grand Ballroom Foyer, Level One, Ritz-Carlton, Millenia Singapore