7.30am: tea/coffee/light breakfast
8.00am - 9.00am: meeting
Dr Jim Walker from Asianomics will speak about the outlook and prospects of China and the Asian economy and markets.
Jim Walker is the founder and chief economist of Asianomics Group Limited, an economic, strategy and technical analysis research and consultancy company formed in late 2007 which primarily serves the fund management industry.
Prior to establishing Asianomics in December 2007 he was the chief economist at CLSA Asia-Pacific Markets. He joined CLSA in late 1991. Over the years Dr Jim achieved numerous ‘best economist’ rankings in the Asiamoney, Institutional Investor and Greenwich surveys of fund managers. In 1995 he wrote about the prospect of Asia being forced off its de facto dollar peg “within the next two-three years”. The Asian Crisis, precipitated by the Thai baht devaluation, began in July 1997.
In recent years he is best known for forecasting the US 2007 downturn and financial sector meltdown in his series of ‘Apocalypse’ reports and for becoming more upbeat on India and Southeast Asia in his Asia Connected and World War Three strategy reports.
He has also developed an approach to analysing Asian economies based on profit and credit cycles as well as a series of ‘Austrian’ stress indicators. Application of this approach allowed him to call early the upswing in the Indian stock market in the final quarter of 2013. The models are currently signaling a buy on China, the Philippines, Thailand and Vietnam.