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The Asian Renaissance

In this interview, Foord portfolio manager Brian Arcese talks to Dr Parag Khanna about his book "The Future is Asian", the opportunities and potential in this rapidly growing and exciting region.

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Is there a common Asian identity?

In this podcast Dr Khanna discusses whether there is a common Asian identity or if a nationalistic identity is more important in Asia. He also discusses the importance of China both economically and geo-politically to the region.

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Is there a 4th Wave of Asian Growth?

Dr Khanna discusses interesting areas to look at in the Asian countries, in terms of investment opportunities.

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Is export driving investment throughout Asia?

In this podcast Dr Khanna discusses the Asianisation of Asia.  Is Asia looking at itself more in terms of whether to export, or how much stays in Asia?

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Geopolitical changes in Asia

European corporates have been more connected to trading with Asia than the US. Dr Khanna discusses whether this affects geopolitical linkages or whether economics is the only factor.

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Is Asia decreasing it’s dependence on the US dollar?

Dr Khanna discusses the importance of decreasing Asia’s dependence on the US Dollar and the diversification pattern into their own currency.

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What is a technocratic government?

What is a technocratic government? Dr Khanna explains this term as well as the institutions that best promote the government objectives. He also covers the importance of trust and solidarity.

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Regulatory change in China. A technocratic decision?

In this podcast Dr Khanna discusses the regulatory changes in China, whether they were a technocratic decision and how easily they were accepted. He also looks at the economic growth at the time and how this could affect the acceptance of the people in the country, versus it being due to the government system.

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What does the new generation of Asia look like?

Is it a disadvantage to be a large Western co. in Asia? What does the new generation of Asia look like and what brands are of interest vs the West.

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What are the risk of investing in Asia?

Dr Khanna discusses his views on the risk of investing in Asia and how Asia has evolved over the past 10 years. He also discusses future outlook which includes his thoughts on the new Asian consensus.

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