Southeast Asia - Neglected potential in the shadow of India and China?!

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Presented by Volker Friedrich, CEO of GBP International, at the "IHK Nordwestfalen Aussenwirtschaftsausschuss" in Borken, Germany on July 5th, 2011

Transcript

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http://www.ted.com/talks/hans_rosling_asia

_s_rise_how_and_when.html

What will happen on the

27th of July 2048? (Start Video at 5min)

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1B&C 11-07-2007 10

Country Population

(Mio)

GNP/per

capita in US$

Singapore 5,0 49.700

Malaysia 28,3 13.500

Indonesia 231,3 4.200

Thailand 66,9 8.000

Vietnam 86,2 3.100

Philippines 92,1 3.500

ASEAN (total) 590,0 4.800

Source: ASEAN Statistics

Country

(Global grade)

Index value

Switzerland (1) 5,63

Sweden (2) 5,56

Singapore (3) 5,48

USA (4) 5,43

Germany (5) 5,39

Hong Kong (11) 5,30

Korea (22) 4,93

Malaysia (26) 4,88

China (27) 4,84

Thailand (38) 4,51

Indonesia (44) 4,43

India (51) 4,33

Vietnam (59) 4,27

Philippines (85) 3,96

Source: WEF, Davos

Investments in infrastructure and their importance for FDI’s

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27Transportation

Public Security

City Management

Energy Supply

Health

Education

Culture

Environment

I & C-Infrastructure

Water Supply

Investment focus in the next 5-10 years

Transportation

Education

Environm. Protection

Healthcare System

Public Security

Waste Management

Water Supply

Public Housing

Energy Supply

Social Services

Source: “Megacities”, Study by Siemens AG, 2010

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1. Production facilities in Malaysia

2. No manufacturing in China - IPR

3. Decision for further development of its

capacities in Malaysia, despite intense

competitive pressure

4. Competitors such as First Solar and

Schott Solar also continue to invest in

Malaysia

5. Utilisation of the extensive subsidies for

FDI`s

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Indian judges declared all Enercon-

patents legally void – a big loss for

India‘s second-biggest turbine supplier

and precedent-setting for the high-tech

industry.

„We consider our engagement in India as a

big mistake. We have been betrayed,

deprived and our employees threatened…it

is quite obvious that the Indian side is

doing everything possible to dispossess

Enercons cooperation in India.“

CEO, Hans-Dieter Kettwig, FAZ

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The requirements for plant

manufacturers to deliver a high

local content are getting more

dramatic.

“China is buying only the blue

prints and is forcing us to build

local assemblies…if we don’t

want to loose this market.”

Head of Department, SMS

SIEMAG

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100% 40-70% 70-80%

China is emphasizing the

development of its western

regions

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