Emergence of A New India and Opportunities for Japan

The troubles in US subprime lending that began in 2007 proved to be a catalyst to failures of gigantic financial services companies around the world. To understand the present world business, we are starting a series of global business seminars, first with INDIA.

Organised by Keio University Business School(KBS)

The troubles in US subprime lending that began in 2007 proved to be a catalyst to failures of gigantic financial services companies around the world. By October 2008, an unprecedented squeeze in credit has shattered capital markets across the US, Europe, Japan and emerging economies. Japanese companies have already made some bold moves to take advantage of this dislocation - including acquisitions of Lehman Brothers assets by Nomura and investment in Morgan Stanley by Mitsubishi UFJ Financial Group. The Wall Street and financial services world has fundamentally changed. For all we know, going forward, these events could dramatically alter the economic balance - emerging economies of China and India, with more than a billion consumers each, could become new epicenters of economic growth for next decade.

To understand the present world business, we are starting a series of global business seminars, first with INDIA, a country that is traditionally known in Japan for its IT services industry. First, we intend to provide an economic and political background of this large and diversified country. Then we will examine the transformation of the country and opportunities for Japan via four corporate case studies. This seminar will focus on key industry sectors including energy, telecom, pharmaceutical, media, retail, and real estate. We will review the regulatory environment and capital markets. The lecturer will examine opportunities as well as risks that can derail the economy, including geo-political trends, demographic issues, impact of agricultural commodities and infrastructure bottlenecks. Specifically, this seminar will focus on investment opportunities and new markets for Japanese companies.

SESSION AND CONTENT

Session 1 - Overview of Indian Economy

Session 2 - Case Studies I
Case 1: Bharti Airtel
One of the largest mobile phone carriers in the world that has only been seven years in business; examine Bharti’s growth path from basic services to a sophisticated provider; emerging market trends.

Case 2: Bennett & Coleman
The publisher of the “Times of India” (world largest English daily) and Economic Times; discuss its foray into media, internet, entertainment and investment business; analyze business opportunities for Japanese business.
   
Session 3 - Case Studies II
Case 3: Suzlon
Leading wind power company; examine energy sector of India, and analyze how new companies have captured leadership positions.Also discuss nuclear power generation, and opportunities for Japanese companies.

Case 4: Ranbaxy
A leading generic pharmaceutical company, that has agreed to be acquired by Daiichi-Sankyo in Sep 2008; analyze pharmaceutical sector and opportunities for M&A.

Session 4 - Wrap up
Next FIVE years of India. Focus on real estate, agricultural products, and consumer goods sectors. Opportunties for Japanese business to invest capital as well as intellectual capital; tap into a large consumer market and production base.

The date and place of Mr. Ajay Relan’s presentation will be announced separately.

Session 1 December 5 2008, 18:30-21:00
Session 2 December 19 2008, 18:30-21:00
Session 3 January 9 2009, 18:30-21:00
Session 4 January 16 2009, 18:30-21:00

Venue: Keio University, Mita Campus, East Building, 4F meeting room, Global Security Center

Tomofumi Anegawa
Keio Business School
4-1-1 Hiyoshi, Kohoku, Yokohama-city, Kanagawa, 223-8526
Tel. 045-562-1185; Fax. 045-562-3502
Tel. 045-564-2015(direct)
e-mail: [email protected]

For more information, please click on the link below:

From 05 Dec 2008
Until 16 Jan 2009
Keio University, Tokyo, Japan
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