newsfilter.io

Michael Goosay

Showing 11 of 1 transcripts.

  1. Milken Institute47 min

    The State of Global Capital Markets and the Future of Finance | Asia Summit 2025

    Richard Lui, David Chua, Michael Goosay, Hisham Hamdan, Noriko Honda Chen

    A panel of investment experts analyzed the diverging returns between emerging and developed markets, highlighting Asia's undervalued status despite its dominance in global GDP and growth. The discussion identified a strategic shift toward a "third wave" centered on India and Japan, driven by regulatory reforms, demographic trends, and the need for active management to overcome state-owned enterprise inefficiencies. Participants concluded that navigating liquidity risks, deglobalization, and the AI boom requires skilled investors to capitalize on structural transitions while balancing commercial returns with evolving social mandates.