Lawrence Ho
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- Milken Institute59 min
Japan's Economy, Jump-Started
Kotaro Tamura, Lawrence Ho, Daisuke Iwase, Mitsumaru Kumagai, Aya Murakami, Takao Ochi, HONG LIU
A panel of financial experts and government officials projects a structural transformation of the Japanese economy driven by undervalued equities, aggressive corporate governance reforms, and the strategic introduction of Integrated Resorts to counteract deflation and population decline. Key figures such as Prime Minister Abe and Bank of Japan Governor Kuroda are facilitating policy shifts toward foreign labor integration, sustained monetary easing, and resumed economic cooperation with China to stimulate productivity and tourism. These converging forces are expected to unlock trillions in hidden capital, boost GDP through a 50% growth in the tourism sector, and fundamentally alter Japan's return on equity within the next two to three years.
- Milken Institute1h 4m
China, Architect of a New Global Order?
Haslinda Amin, Lawrence Ho, Elaine La Roche, Mike Perlis, Qi Bin
China has shifted from urging global participation to actively guiding economic integration through major initiatives like the Belt and Road, the Asian Infrastructure Investment Bank, and the Regional Comprehensive Economic Partnership, challenging U.S. influence without explicitly seeking hegemony. While panelists such as Lawrence Ho and Elaine LaRoche emphasize China's internal focus on stability and societal modernization rather than a masterminded power takeover, Beijing's opaque leadership transition creates uncertainty regarding future policy continuity. Looking ahead, experts project sustained economic growth driven by market liberalization and a strategic shift toward rational investments, proposing joint ventures in U.S. infrastructure and agriculture to bridge the existing knowledge gap between Washington and Beijing.