ASEAN CONFERENCE 2019
MALAYSIA MACRO AND POLICY DAY
Date: Thursday 29 August 2019
Location: EQ Hotel Kuala Lumpur, Plaza Equatorial, Jalan Sultan Ismail, 50250 Kuala Lumpur
Macquarie invites you to our upcoming Macquarie Malaysia Macro and Policy Day featuring key representations from the government, corporate and investment community on the market-impacting economic and policy challenges, as well as opportunities, currently confronting the country. This is being held in conjunction with our ASEAN Conference on 26-28 Aug 2019 in Singapore.
Amid a flurry of negative press on Malaysia, our constructive report Malaysia Strategy - The road to "KLCI 1,850" is paved with good policies stood out and generated interest among investors. The central thesis of the report revolves around definitive policy clarity positively impacting GLCs ·collectively accounting for 32% of market capitalisation ·and political certainty re pending Prime Ministerial transition as well as return of fiscal stimulus to rekindle investor interest and potentially catalyse the market to return to the 12-month high of 1,850, with a blue-sky scenario of 1,900. One year on from forming the new government, we think it is timely to discuss and hear feedback as well as ideas from important stakeholders on the Pakatan Harapan government? economic policies and their impact on the market, corporate Malaysia and the rakyat.
Agenda
08:20 Registration / Coffee
08:40 Welcome Address
08:45 Keynote Speech
YB Tony Pua, Political Secretary to the Minister of Finance of Malaysia
09:15 Panel Discussion 1:
Macro Policies - What is Working and What More is Needed?
Panellists:
-YB Tony Pua, Political Secretary to the Minister of Finance of Malaysia
-YB Khairy Jamaluddin, Member of Parliament for Rembau
-Afzal Abdul Rahim, Chief Executive Officer, TIMEdotCom
-Jalil Rasheed, Chief Executive Officer, Invesco, Singapore
Moderator: Nik Hadi Mahmood, Country Head, Malaysia, Macquarie
10:45 Break
11:00 Panel Discussion 2:
Fiscal Reboot - The Resurgence of Infrastructure & Construction
Panellists:
-Ni Qing Jiu, Managing Director, China Communications Construction Company (M) Sdn Bhd
-Dato' Ir. B. Nitchiananthan, Chief Executive Officer, HSS Engineers
-Mohamed Rashdan Yusoff, Deputy Managing Director, Gamuda Berhad
Moderator: Aiman Mohamad, Malaysia Construction Analyst, Macquarie
12:30 Panel Discussion 3 (Lunch):
Sentiment - One Year On
Panellists:
-Ben Suffian, Chief Executive Officer, Merdeka Center for Opinion Research
-Jahabar Sadiq, Chief Executive Officer, Malaysian Insight
-Herizal Hazri, Country Rep, The Asia Foundation
Moderator: Nik Hadi Mahmood, Country Head, Malaysia, Macquarie
14:00 Conference Concludes
MALAYSIA MACRO AND POLICY DAY
Date: Thursday 29 August 2019
Location: EQ Hotel Kuala Lumpur, Plaza Equatorial, Jalan Sultan Ismail, 50250 Kuala Lumpur
Macquarie invites you to our upcoming Macquarie Malaysia Macro and Policy Day featuring key representations from the government, corporate and investment community on the market-impacting economic and policy challenges, as well as opportunities, currently confronting the country. This is being held in conjunction with our ASEAN Conference on 26-28 Aug 2019 in Singapore.
Amid a flurry of negative press on Malaysia, our constructive report Malaysia Strategy - The road to "KLCI 1,850" is paved with good policies stood out and generated interest among investors. The central thesis of the report revolves around definitive policy clarity positively impacting GLCs ·collectively accounting for 32% of market capitalisation ·and political certainty re pending Prime Ministerial transition as well as return of fiscal stimulus to rekindle investor interest and potentially catalyse the market to return to the 12-month high of 1,850, with a blue-sky scenario of 1,900. One year on from forming the new government, we think it is timely to discuss and hear feedback as well as ideas from important stakeholders on the Pakatan Harapan government? economic policies and their impact on the market, corporate Malaysia and the rakyat.
Agenda
08:20 Registration / Coffee
08:40 Welcome Address
08:45 Keynote Speech
YB Tony Pua, Political Secretary to the Minister of Finance of Malaysia
09:15 Panel Discussion 1:
Macro Policies - What is Working and What More is Needed?
Panellists:
-YB Tony Pua, Political Secretary to the Minister of Finance of Malaysia
-YB Khairy Jamaluddin, Member of Parliament for Rembau
-Afzal Abdul Rahim, Chief Executive Officer, TIMEdotCom
-Jalil Rasheed, Chief Executive Officer, Invesco, Singapore
Moderator: Nik Hadi Mahmood, Country Head, Malaysia, Macquarie
10:45 Break
11:00 Panel Discussion 2:
Fiscal Reboot - The Resurgence of Infrastructure & Construction
Panellists:
-Ni Qing Jiu, Managing Director, China Communications Construction Company (M) Sdn Bhd
-Dato' Ir. B. Nitchiananthan, Chief Executive Officer, HSS Engineers
-Mohamed Rashdan Yusoff, Deputy Managing Director, Gamuda Berhad
Moderator: Aiman Mohamad, Malaysia Construction Analyst, Macquarie
12:30 Panel Discussion 3 (Lunch):
Sentiment - One Year On
Panellists:
-Ben Suffian, Chief Executive Officer, Merdeka Center for Opinion Research
-Jahabar Sadiq, Chief Executive Officer, Malaysian Insight
-Herizal Hazri, Country Rep, The Asia Foundation
Moderator: Nik Hadi Mahmood, Country Head, Malaysia, Macquarie
14:00 Conference Concludes
