Serge Pun
Showing 1–4 of 4 transcripts.
- 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.
- Milken Institute42 min
A Fireside Chat with Serge Pun Building Myanmar
Serge Pun, Staci Warden, Mike Milken, Mahendra Lama, Minseok Lee, Dickey Yuhuiko, Brad Gordon
Expanding from a private interview to a public forum, the Milken Institute session featured Serge Poon and Mike Milken discussing Myanmar's shifting economic landscape following the removal of US sanctions. Poon detailed his forty-year journey from displacement to rebuilding a private banking empire through strict anti-corruption practices, while outlining a strategy prioritizing long-term infrastructure investment over short-term gains. The dialogue concluded with an optimistic five-year forecast for nation-building, emphasizing regional connectivity and the need for investors to support foundational "trunk" projects despite lingering political risks.
- Milken Institute1h 0m
ASEAN: Energizing Asia's Growth
Adam Schwarz, Dino Patti Djalal, Henry Nguyen, Serge Pun, Cesar Purisima, Ravi Thakran, Adam Shores
Key figures from LVMH, IDG Ventures, and the Philippines Department of Finance convened to analyze ASEAN's emergence as a distinct global economic bloc with top-five profitability rankings despite significant internal fragmentation risks. The discussion highlighted Vietnam's role as a primary production hub under "China-plus-one" strategies and detailed specific reform agendas in Indonesia and Myanmar aimed at modernizing infrastructure and boosting manufacturing value chains. Experts concluded that while the region faces geopolitical tensions and low public awareness of the ASEAN Economic Community, its 400 million projected middle-class consumers by 2020 present a substantial opportunity for growth if nations prioritize regional integration and public-private partnerships over territorial disputes.