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June 17, 2008 (Tue)
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China Investors Must Know:
Labor Shift & Structural Inflation
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Russell Napier
Consultant, CLSA
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China Business Committee and
Financial Services Committee
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Structural inflation is setting a new beat in China. It's clear that China's growth will increasingly rely on domestic consumption, not exports. And as it's reallocation of labor slows, global inflationary pressure prevails.
What do the investors need to know about working with recent labor shift, inflation and falling asset valuations?
During the luncheon meeting, Russell Napier, CLSA's experienced consultant, will give insights and updates on the recent labor shift in China and its impact on investment. The following key subjects will be explored in great details:
Evaporation of cheap labor force Shrinking young and mobile labor force State-owned enterprises (SOE) recent expansion
Russell Napier is a consultant with CLSA, writing on issues affecting global equity markets. He worked as an investment manager at Baillie Gifford in Edinburgh, before moving to Foreign & Colonial Emerging Markets in London. In May 1995, Russell became the Asian equity strategist at CLSA in Hong Kong. Since 1999 he has worked as a consultant for CLSA. Russell's book Anatomy of the Bear was named investment read of the year for 2006 in the FT.
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| Time: |
12:00noon Registration/Networking
12:30pm Lunch
1:15pm Remarks
2:00pm Close
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| Fee(s): |
Member Fee: HK$390
Non Member Fee: HK$510
Corporate Table Fee (10-12pax): HK$4,800
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| Venue: |
Renaissance Harbour View Hotel
Oasis Room (8/F)
1 Harbour Road,
Wanchai, Hong Kong
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| Inquiries and Bookings: |
Carol Au
cau@amcham.org.hk
Tel (852) 2530 6900
Fax (852) 2810 1289 |
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| Media Contact: |
MEDIA WELCOME 
Toni Lau
tlau@amcham.org.hk
Tel (852) 2530 6900
Fax (852) 2810 1289 |
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* Membership at AmCham is on an individual basis. We regret that non-members cannot attend at member price, even if it is to replace a member.
* Once received, bookings are considered confirmed. No-shows will be charged.
* We will not send confirmations or receipts for faxed bookings or bookings with checks. Only online credit card bookings will generate an automated confirmation via e-mail.
* Should you choose to pay by check, please send check with your booking form. Booking forms received without payment will be considered void.
* All cancellations must be notified in writing at least two working days prior to the event, or six working days prior to the conference.
* Online bookings are on an individual basis only. We will notify of future enhancements.
* For all check and cash payments, a valid credit card details is needed as gurantee. If payment is not received by 5pm the day after the event, credit card on file will be charged automatically.
* When Typhoon 8 (or above) or Black Rainstorm Signal is hoisted, all events will be cancelled.
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