David Carden
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- 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.