Global Capital Markets - Taking Stock of Recent Developments

Explore the global impact of Chinese market volatility and economic slowdown in this 75-minute panel discussion from the Milken Institute's Asia Summit 2015. Analyze how recent developments have affected stock markets, liquidity, banking, and investment worldwide. Evaluate the effectiveness of regulatory measures in managing market volatility and identify emerging markets with growth potential. Examine the potential consequences of U.S. interest rate increases on equities and emerging economies, and consider the future of commodity prices. Delve into long-term factors influencing capital markets, including innovation, technological advancements, evolving financial structures, and changing business models. Gain insights from industry experts on topics such as risk-adjusted returns, arbitrage opportunities, structural challenges, and the financial services industry in Asia. Discuss the potential for growth in sectors like healthcare and banking, while considering lessons learned, the importance of free markets, and the role of education in shaping the new generation of Asian economies.

Intro
Opening remarks
What is the crisis
Is this a crisis
Michael Kim
David Bonderman
How long will rates stay low
Risk adjusted returns
Arbitrage
Opportunities
Price Arbitrage
Structural Challenges
US Perspective of Asia
Michael and Josh
Financial Service Industry
Opportunity in Asia
Health Care in Asia
Banks in Asia
Lessons to be learned
Free markets
Special skills
New generation
Education
Regression Analysis
Asian Democracy