Atsi Sheth
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- Milken Institute50 min
Asia Under New Management: Gambling on Regime Change
Haslinda Amin, Manu Bhaskaran, Curtis Chin, Charon Wardini bin Mokhzani, Atsi Sheth
A panel of experts analyzed the critical interplay between leadership quality, geopolitical assertiveness, and economic heterogeneity shaping investment prospects across Asia. They highlighted specific challenges for leaders like Indonesia's Joko Widodo and India's Narendra Modi while warning that regional instability driven by sectarianism and inequality poses significant risks to long-term growth. Despite these hurdles, the discussion identified Southeast Asia's high capital returns and a strategic pivot toward domestic infrastructure financing as key opportunities for investors adopting a long-term, localized approach.
- Milken Institute1h 0m
2014 London Summit - Asia Under New Management: Investors Gamble on Regime Change
Narendra Modi, Joko Widodo, David Carden, Curtis S. Chin, Julius Gaudio, Atsi Sheth, Komal Sri-Kumar
Panelists including David Carden, Julius Gaudio, Atsi Sheth, and Curtis Chin analyze a strategic pivot in non-Japan Asia from geographical analysis to cross-border thematic risks like water security and demographic shifts. The discussion highlights how internal structural challenges in India and Indonesia, alongside rising nationalism in Thailand and Myanmar, complicate reform narratives while credit risks and local capital pools reshape investment dynamics. Ultimately, the experts warn that political resolve in China and potential geopolitical instability pose significant threats that economic interdependence may fail to mitigate.