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          Asia by night
       © Finpro           4
What will happen on the
27th of July 2048?
(Start Video at 5min)




                 http://www.ted.com/talks/hans_rosling_asia
                 _s_rise_how_and_when.html
Country               Population   GNP/per
                      (Mio)        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          Index value
 (Global grade)
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              Investment focus in the next 5-10 years
             importance for FDI’s

      Transportation                              27        Transportation
      Public Security               9                            Education

   City Management              6                      Environm. Protection
 I & C-Infrastructure           6                       Healthcare System
          Education             6                           Public Security
     Energy Supply              6                      Waste Management
             Culture            6                             Water Supply
      Environment           5                               Public Housing
              Health        4                               Energy Supply
       Water Supply     3                                   Social Services




Source: “Megacities”, Study by Siemens AG, 2010
25.07.2011   1© Finpro   14
15
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
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
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
China is emphasizing the
development of its western
regions




                       40-70%   70-80%   100%
Southeast Asia - Neglected potential in the shadow of India and China?!
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Southeast Asia - Neglected potential in the shadow of India and China?!

  • 1.
  • 2.
  • 3.
  • 4. Date Asia by night © Finpro 4
  • 5.
  • 6.
  • 7. What will happen on the 27th of July 2048? (Start Video at 5min) http://www.ted.com/talks/hans_rosling_asia _s_rise_how_and_when.html
  • 8.
  • 9.
  • 10. Country Population GNP/per (Mio) 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
  • 11.
  • 12. Country Index value (Global grade) 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
  • 13. Investments in infrastructure and their Investment focus in the next 5-10 years importance for FDI’s Transportation 27 Transportation Public Security 9 Education City Management 6 Environm. Protection I & C-Infrastructure 6 Healthcare System Education 6 Public Security Energy Supply 6 Waste Management Culture 6 Water Supply Environment 5 Public Housing Health 4 Energy Supply Water Supply 3 Social Services Source: “Megacities”, Study by Siemens AG, 2010
  • 14. 25.07.2011 1© Finpro 14
  • 15. 15
  • 16.
  • 17. 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
  • 18. 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
  • 19. 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
  • 20.
  • 21. China is emphasizing the development of its western regions 40-70% 70-80% 100%