Serge Pun
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- Milken Institute59 min
Wisdom and Worldviews: Perspectives from Asia's Leaders
Karen Davila, Ho Kwon Ping, Serge Pun, Teresita Sy-Coson
Featuring Ho Kwon Ping, Serge Pan, and Tessie Cason, this panel dissects the existential threats of event risk and premature deindustrialization facing Asian businesses amidst U.S. protectionism and rapid regional aging. The discussion highlights sector-specific pivots, such as the hospitality industry's shift to premium tourism and Myanmar's potential to leapfrog infrastructure development, while critiquing the critical misalignment between current educational outputs and the demand for vocational skills. Ultimately, the experts warn against Asian triumphalism, urging corporations to proactively manage automation's social impact and foster resilience through continuous upskilling rather than relying on the inevitable triumph of an "Asian Century."
- Milken Institute52 min
Open for Business: Myanmar's Great Comeback
Staci Warden, Azeem Azimuddin, Serge Pun, Sean Turnell
A panel of economists and investors assessed Myanmar's rapid economic stabilization, noting a 6.9% GDP growth rate and the new NLD government's success in halving the budget deficit while lowering inflation. Focusing on a 27-year median age workforce and 90% mobile penetration, the discussion highlighted labor-intensive manufacturing, agriculture, and tourism as primary drivers for the required $10–20 billion in infrastructure investment. State Counsellor Aung San Suu Kyi's personal oversight of the economy provided a signal of accountability, though panelists cautioned that bureaucratic execution capacity remains a critical challenge alongside necessary regulatory reforms.