global competitiveness and the economic realignment

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GLOBAL COMPETITIVENESS AFTER THE ECONOMIC REALIGNMENT Turkish investment in Benghazi and Tamil-Bengali looks at a new ASEAN -what does it mean for a Canadian MBA? www.jimdewilde.net www.twitter.com/jimdewilde

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Page 1: GLOBAL COMPETITIVENESS AND THE ECONOMIC REALIGNMENT

GLOBAL COMPETITIVENESSAFTER THE ECONOMIC REALIGNMENTTurkish investment in Benghazi and Tamil-Bengali looks at a new ASEAN -what does it mean for a Canadian MBA?

www.jimdewilde.net

www.twitter.com/jimdewilde

Page 2: GLOBAL COMPETITIVENESS AND THE ECONOMIC REALIGNMENT

CASE STUDIES OF THE NEW “SILK ROAD” AND NEW ECONOMIC CODE From these case studies, we see the rise of new players ,

the role of the Qatar Investment Authority in financial restructurings in Europe, the new definition of value as the Brazilian agricultural exchange commercializes not only arable land but environmental investments, and the New “Silk Roads” as patterns of trade include some financial networks between Indian and Chinese interests (although Chindia has been significantly overhyped in recent financial analysis) and the emergence of new capital markets such as Bursa Malaysia.

Page 3: GLOBAL COMPETITIVENESS AND THE ECONOMIC REALIGNMENT

NEUQUÉN HAS A SOVEREIGN WEALTH FUND - CAN NEUQUÉN BE NORWAY?

Page 4: GLOBAL COMPETITIVENESS AND THE ECONOMIC REALIGNMENT

CHINA BUILDS LAOS RAILWAY

Page 5: GLOBAL COMPETITIVENESS AND THE ECONOMIC REALIGNMENT

FIVE THINKERS AROUND THE NEW B-SCHOOLS Raghuram Rajan Nicholas Talab Leo Hindery Kemal Dervis Leszek Balcerowicz

Page 6: GLOBAL COMPETITIVENESS AND THE ECONOMIC REALIGNMENT

CASE STUDIES OF CHANGE

1. Finland develops a contingency plan for the Euro. 2. China and Russia coinvest in forestry products. 3. Qatar plays an institutional investor role in Glencore. 4. Borsa Malaysia Fourth Largest IPO destination. 5. LANCO looks for financing in China. 6. BRAZIL develops EcoExchange. 7. Libyan SWF interested in French petroleum refinery. 8/ Qatar plays role in European financial restructuring. 9. Metals market reflects political risk. 10. Neuquén wants to be like Norway

Page 7: GLOBAL COMPETITIVENESS AND THE ECONOMIC REALIGNMENT

CASE STUDIES OF THE WORLD CHANGING India looks east Turkey aspires to being a major financial centre China develops an overseas investment strategy

Page 9: GLOBAL COMPETITIVENESS AND THE ECONOMIC REALIGNMENT

STRING OF PEARLS

Page 10: GLOBAL COMPETITIVENESS AND THE ECONOMIC REALIGNMENT

MALAYSIAN INVESTMENT IN INDIA

http://kperspectives.khazanah.com.my/Get_To_Know_Us-@-Rekindling_Historic_Ties_Khazanah_Developing_Active_Presence_in_India_for_Mutual_Benefit.aspx

Page 11: GLOBAL COMPETITIVENESS AND THE ECONOMIC REALIGNMENT

READING THE PATTERNS DESIGNING THE NEW INVESTMENT CODE New relationships drive the global economy. They are

not as predictable as many want them to be. India has many tendencies, Punjab focuses on Pakistan

Turkey becomes a major regional player, from Kazakhstan to Tunisia and Istanbul becomes a major global hub, matching Singapore.

China, India, Turkey all become players in the digital economy

Cities and new units become the drivers as economic arrangements predicated on 20th century needs (the Euro, the U.S. federal expenditure structure) prove less nimble than new players (Qatar is a case study).

Success is not guaranteed. It will require political leadership.

Page 12: GLOBAL COMPETITIVENESS AND THE ECONOMIC REALIGNMENT

WHO WILL BE THE NEW NEW YORK? WHO WILL BE THE NEW ZURICH? Openness and rule of law + global connections Transparency and anti-corruption cultures will win Can Kochi align with Dubai? Can Kolkata align with Singapore? Can Istanbul align with Tunis? Can Istanbul align with Lahore? Can Qatar align with St. Petersburg? WHAT IS THE STRATEGY FOR MONTREAL? FOR

TORONTO? FOR VANCOUVER? FOR SASKATOON Where are the global connections?