
The Breakfast Grille
4,007 episodes — Page 67 of 81

Farewell Fossil Fuels, Greetings Biofuels: Aviation Finds New Favoured Oil
JATRO AG Founder & CEO Dr. Christoph Weber discusses: - Airline industry - uptake - biofuels - adoption rates; - Aircraft performance - behavior - operation differences; - Challenges - gelling - effects on farm commodity prices - clearing of land for biofuel use; - Aviation industry - impediments to upscale: supply and costs; - Jatro AG: - experience - skills - depth; - Current acreage size - location; - Percentage of acreage planted; - Age of trees; - Amount of acreage sought; - Stated production targets; - Pest problems - pesticides; - Competition for water; - Funding:- Amount of capital expended since inception; - Amounts sought - valuations; - Investors already on board - identity; - Former Siemens Malaysia President and CEO Tan Sri Rainier Althoff is a board member and part owner - his role; - Most pressing use of capital; - R&D spend as percentage of revenues; - Sales and marketing - effort; - Earnings track record; - Path to profitability.See omnystudio.com/listener for privacy information.

Shun Gold and Bonds, Stay Focused on Value and Growth, Invest like an Owner
Investor and Philanthropist Koon Yew Yin and Salford University Professor of Investing Glen Arnold discuss: - Valuegrowth Investing - (seemingly) contrasting terms of value and growth; - (The tricks behind) purchasing at as low a price relative to its future prospects; - Identifying the elements behind future earnings per share; - Koon - "buy shares that have profit growth prospects" - timeframe - discipline - patience; - Malaysia - multitude of sectors trading below NTA - strategies to address; - Benjamin Graham principles - trading discount to Net Current Asset Value - importance of patience; - "Margin of safety" - data points; - Koon - case study - value-based investment in Xingquan - patience - (lack of public) track record; - "Honesty - competence" - managerial team - the human variable - Raj Rajaratnams and Madoffs of this world - challenges; - Views of currency denominated investments - need for liquidity - Buffett as a famous gold detractor - Koon's and Arnold's preferred investment types; - Koon - "the safest shares to invest are undervalued oil palm shares" - details - explanation; - Black Swan events - strategies to address; - Malaysia-specific situation - state omnipresence in capital markets - role of governance - corruption;- The pursuit of wealth - - quest for happiness; - KYY - his book - Malaysia: Roadmap to Vision 2020.See omnystudio.com/listener for privacy information.

Flying in Turbulent Times, it Helps to be Asia-Focused
Garuda Indonesia President & CEO Emirsyah Satar discusses: - Transformation plan - - meritocracy - resistance - strategy; - Government - political will - necessity; - Competition - LCCs - how coping; - Crashes - safety - terrorism - update - views; - IPO - 'railroaded' - delayed - - overpriced - overly large - background - takeaways - lessons; - Government intereference; - Indonesia - plans - float dozens more 142-odd state-controlled businesses - Garuda experience - instructive; - Reports - misjudging money; - (Lack of foreign interest) - IPO - update; - Earnings - improvement - 2011 net +56.3 percent - sustainable? - CFO - revenues - forecast - +20 percent 2012 - fuel prices - update; - Demand - outlook; - Indonesian government - spend - 3 trillion rupiah - airports 2012 - implications; - Passenger forecasts; - Fleet expansion - forecasts; - Aviation - industry - outlook - Tony Tyler - IATA Director General - views: "weak economic conditions and rising fuel costs are a double-whammy that an industry anticipating a 0.5% margin can ill-afford"; - Tyler / IATA - ending the first quarter with a "considerable amount of uncertainty"; - Europe - emissions trading scheme - implications. See omnystudio.com/listener for privacy information.

In Global Trade, "Uncertainty" and Caution" Are the Order of the Day
DAMCO CEO Asia Pacific Tony Hotine discusses: - Freight rates; - Outlook global trade; - Oil price - concerns - outlook - implications; - "Cautious" and uncertain" market conditions - strategies to address; - Environmental concerns - global freight. See omnystudio.com/listener for privacy information.

Appetite Whetted, this GLC Developer Sets Sights on Capitaland
UEM Land Holdings Bhd MD/CEO Datuk Wan Abdullah Wan Ibrahim discusses: - UEM Land - Sunrise integration; - Dato Tong Kooi Ong - role; - Landbanking - where buying - prices now; - Nusajaya Gateway - details - types - demand - outlook; - General property demand outlook; - Property sales -- rollout plan; - Foreign JV - plans - India - Vietnam - Myanmar -- issues - challenges; - Financial targets - NP growth 40 per cent - ROE 10 per cent - target sales 3b up from 2.2b in 2011; - Corporate exercises - "size matters" - acquisitions - REIT; - Free float - Khaznah divestment; - BNM responsible lending guidelines - LTV -- impact; - Election risk premium -- GLC developer. See omnystudio.com/listener for privacy information.

InMobi: The Mobile Ads Pie is Big Enough for All
Today on the Breakfast Grille, Naveen Tewari, Founder and CEO of InMobi Pte Ltd discusses: -- InMobi is the largest independent mobile advertising network in the world. Founded in India in 2007 and has business set up in the Asia Pacific region, Africa, US, Europe, and Japan. -- It is backed by some of the industry's highly regarded investors such as Kleiner Perkins Caufield & Byers, Sherpalo Ventures, SoftBank, and Mumbai Angels. -- InMobi started as an SMS-based search platform -- previously known as mKhoj. In 2007, the company pivoted to a more scalable platform, mobile advertising. Naveen discusses the change in business model. -- He also talks about what In Mobi plans to do with the 200 million dollar investment given by SoftBank in late Q3 last year -- InMobi's expansion plans -- Are there any plans to float the company on the stock exchange/takeover offers -- How does InMobi deal with the competition from Apple's mobile ad business, as well as Google's, also a fast-growing crop of independents such as Mojiva and Millennial Media. -- Naveen also talks about how InMobi addresses the concerns of privacy infringement within the mobile advertising industry. See omnystudio.com/listener for privacy information.

Challenges & Opportunities for Private Equity in China
On the Breakfast Grille, we are joined by Yong Kwek Ping. He is the CEO of Inventis Investment Holdings (China), a private equity firm based in China and one of the largest PE firms investing in the greater China region. He is a native Singaporean and a Senior Fellow of the Wharton School, University of Pennsylvania, USA. Yong gives us an overview of the private equity market in China, and discusses some of the challenges within the Chinese market: -- the need for thorough due diligence -- Government controls and complex bureaucratic system in China -- Judial independence for foreign investors vs local favouristism -- Corruption -- The importance of understanding Guanxi He also discusses the investment opportunities for private equity in China: -- There are industry sectors that have been singled out by the Chinese government, which will probably benefit from favourable government policies in the near future: (1) Energy Saving & Environmental protection (2) IT (3) Bio-Tech (4) High-end equipment manufacturing (5) Renewable energy (6) New materials (7) Alternative energy vehiclesSee omnystudio.com/listener for privacy information.

Starbucks Moving Beyond Caffeine and Into India
On the Breakfast Grille is John Culver, president of Starbucks Coffee China and Asia Pacific. In this role, John provides overall leadership to Starbucks company-operated markets in China, Australia, Singapore and Thailand, as well as the company's entry into India. He is also responsible for growing and developing Starbucks joint-venture and licensed operations in Indonesia, Japan, Malaysia, New Zealand, the Philippines and South Korea. John discusses: (1) Diversification: -- into the juice business with new juice bar chain, Evolution Fresh -- one of the biggest moves outside coffee -- single-serve coffee -- more aqcuisitions for Starbucks? (2) Business model -- expansion of drive-thru stores in Asia: About 40 percent of Starbucks' U.S. cafes are drive-thrus (3) China -- China to be Starbucks' second home market outside of the US (4) India -- Starbucks' foray into India, JV with Tata Group -- Customising the menu to the local prefences of the Indian marketSee omnystudio.com/listener for privacy information.

Steadily Cementing Growth in Malaysia
On the Breakfast Grille is Bradley Mulroney, CEO and President of Lafarge Malayan Cement. He discusses: -- Lafarge Group's restructuring and how that has affected Malaysia's operations -- How Lafarge Malaysia will benefit from ETP projects -- Outlook for construction sector -- how much of Lafarge Malaysia's capacity is for doemstic use and how much for export -- volatility in coal price -- efficiency in terms of transport and fuel usage, as the cement industry is highly transport-intensive -- outlook for financials -- progress Lafarge Malaysia is making with regard to environmental sustainability and eco-efficient products -- his goals for the companySee omnystudio.com/listener for privacy information.

Muppets and Miscreants in an Era of Transformation
Cass Business School Professor of Transformational Leadership Chris Roebuck discusses: - Goldmans - Greg Smith - letter - 'Muppets' - how Goldmans could have handled the crisis better - leadership standpoint;- When banks forgot about clients' welfare - focus only on their own bottom lines; - Views - how employees need to become more entrepreneurial - pitfalls; - Follow the leader - Lloyd Blankfein - Jamie Dimon - Vikram Pandit - whether bad examples; - Argument in favor of bank bonuses - performance remuneration - versus paying people in the hope of "future performance"; - Role - UBS - considerable success - BUT Kweku Adoboli - losses @ $2.3 billion - reasons; - Kerviel - Yasuo Hamanaka - Leeson - Madoff - predominance IB space - reasons; - Whether feels reward mentality in Banks will change over time, a return to the staid, stable institutions they once were; - Whether feels banks should change they are approaching business and obtaining clients; - Recognising value of 50+ workers - using them more effectively - Malaysia experience; - Foreign conglomerates - integration challenges - cultural, racial and geographic differences - integration strategies.See omnystudio.com/listener for privacy information.

From Bit Player to Being Back on the Radar
Johore Tin Bhd Managing Director Edward Goh Swee Wang discusses: Cans and tins business: - Outlook - Tin price outlook - Duty exemption issue Dairies business:- Recent diversification into the diaries business - reasons - Stronger-than-expected earnings - Outlook for the business- Profit guarantee - mechanics Valuations - PER 5x - contrast FMCGs - Dutch Lady and Nestle - Whether - as speculated - takeover - merger interestSee omnystudio.com/listener for privacy information.

For this Elevator company, an IPO Uplift
EITA Resources Bhd, Group MD Fu Wing Hoong discusses: - Offer for sale - reasons; - Fu himself - selling 5.2 million shares -- and leaving only 1.1 m shares - whether wrong signals; - Remuneration - 1.25-1.3m / yr - justify; - Financial record - revenue - choppy - margins; - Pink forms - independent directors - justify; - Mkt cap - post IPO - 99m rgt - plans for liquidity - interest; - Dividend policy of 30 per cent of PAT; - Installed base - 1,450 units - outlook; - IPO proceeds - new lift manufacturing facility - Batu Bukit Raja - implications; - When - commissioned; - R&D - innovations expected; - Energy efficient lifts; - Main contributor @ 52% marketing and distribution -- outlook; - Main clients; - Competition - undercutting - market share. See omnystudio.com/listener for privacy information.

Reform and Change, the New Constant in Penang
Penang Chief Minister And DAP Secretary-General YAB Tuan Lim Guan Eng discusses: - Melbourne Roadshow; - CAT generally;- Governance - Competency - Accountability - Transparency; - State govt finances; - Open Tender - details and explanation; - Bumi contracts - accusations of marginalisation; - FDI - Performance - comparatives - outlook;- Medical tourism - competition from Langkawi; - Second link; - Implications: trade - tourist arrivals - immigration; - Nation - fiscal deficit - issues; - Federal government finances; - Subsidies - petrol - sugar - essential items; - Diversifying income base - GST - whether support; - Corruption - address - strategy; - Transparency - DS Idris Jala - Pemandu - ETP - your - NKEAS and SRIs; - Civil Liberties - Repeal of ISA; - Taxes - Immigration; - Sustainable development - concrete jungle; - Developers - "controlling" Penang; - Vision for Penang;See omnystudio.com/listener for privacy information.

Siemens Malaysia Has Its Fingers in Many Pies
This year will mark 40 years since Siemens Malaysia was incorporated. On the Breakfast Grille, President and CEO of Siemens Malaysia Prakash Chandran discusses: -- how Siemens plans to drive its healthcare business to reach its 35-38% target for 2012 -- Siemens' interest in the proposed KL-Singapore High Speed Rail Link, the LRT extension project and the MRT project -- if Siemens Malaysia expects to bag any major projects in the industry and energy sector this year -- how feasible the projected 40 billion euros target for the Environmental Portfolio is 40 billion euros by 201 -- update on the planned tie-up too: news reports that Siemens is partnering with Lynas Corp to set up a high-powered magnet plant in Gebeng, using the refined rare earths produced by the Lynas' refinery plant. -- Prakash discussed how Siemens has been handling the "transformation" after facing allegations of bribery in several countriesSee omnystudio.com/listener for privacy information.

Balancing Capital Conservatism with Emerging Market Opportunities
BNP Paribas Malaysia Bhd CEO Krishna Chetti discusses: - Full commercial license - wholesale banking - main business thrusts; - Whether retail; - Corporate finance - equities research - asset management - Islamic asset management; - Potential linkages - Europe; - Rivals: Mizuho - Sumitomo - ADCB - Mandiri - ICBC - differentiators; - Inter Asia-Europe trade - outlook - opportunities; - Client - sector - country - targets;- Islamic finance - details; - Pipeline: DCM - ECM - M&A; - Eurozone issues - Tier 1 Capital - Basel III rules - deleveraging; - Implications - Asia - EM business; - France - HQ - Politics - Left-Wing leanings - François Hollande - theats - universal banking model - checking speculative operations.See omnystudio.com/listener for privacy information.

As Flood Woes Recede, Sunny Days Lie Ahead for this Drive Giant
Western Digital Director for Operation & Sales for SEA, Margaret Koh, discusses: - Supply chain discruption - Ayuthaya; - Clustering - issues - implications - lessons; - Inventory - normalisation - prices outlook; - Competition - solid-state drive makers - market share loss; - Solid-state drive market - outlook - opportunities; - Hitachi acquisition - implications - effect; - Tablet market - "new" market segments; - Cloud - enterprise segment. See omnystudio.com/listener for privacy information.

Network, People, Approach: the Transition from Voice to Data Nears Completion
DiGi Bhd CEO Henrik Clausen discusses: - "Internet for all": update on network modernisation; - LTE - update; - Service tax - 6% - update - implications;- Competition - marketing - migrant segment; - Strategy - price war concerns; - Impact - competition - margin compression; - (Perceived) marketing lethargy; - Financial outlook: revenue growth - margins guidance - capex spend; - Rivals - upping dividends - strategy; - India - licence revocation - corruption - implications - overseas Telenor subsidiaries.See omnystudio.com/listener for privacy information.

In Low-Cost Long-Haul, Commercial Discipline is the Order of the Day
In this 2012 Breakfast Grille edition, AirAsia X CEO Azran Osman-Rani discusses: - "Portfolio reallocation" - ceasing services to Mumbai - Delhi - London - Paris - Christchurch - reasons; - (EU emissions cap-and-trade, jet fuel prices, downturn, competition, "exorbitant" government taxes) - straw that finally broke the camel's back; - How badly these European routes doing; - Repercussions: penalties - reputational damage - passenger deposits - assumption of transfer costs - outright vitriole; - Key lessons learnt; - Never say never? - Whether will fly Europe and India again; - Reported and alleged misrepresentation on advertising air fares in Australia - changes to AAX's ad and marketing campaign;- Outlook for next 12 months: demand - jet fuel - costs; - Staff costs - fuel bills;- Australia - Japan proposition; - Financial stabiility - profitability - capital needs and fundraising - IPO plans - valuations; - Plane deliveries; - MAS - AirAsia - share swap agreement - “anti-competitiveness” - synergies - political ramifications. See omnystudio.com/listener for privacy information.

Greenyield Prospects Brighten by Expanding Products to Green Thumbs
Greenyield Berhad Executive Chairman and GMD Tham Foo Keong discusses: - Its plantation related systems and products and services;- Expansion rubber plantations - Kelantan; - Outlook rubber prices; - Key drivers of rubber prices; - Challenges - skilled labor shortage; - Artstone plant pots - export - expansion; - Patent registration - competitition; - Exchange rate - fluctuations - hedging; - Capex needs - outlook; - Chairman and MD - same role - governance; - Cash plans; - Dividend policy; - Corporate activity - share capital; - Trading volume - reasons. See omnystudio.com/listener for privacy information.

EU Crisis and the Irish Economic Miracle
In this 2012 interview, Irish Ambassador Declan Kelly discusses: - The EU crisis - restructuring promissory notes worth €31bn; - What's at stake - highly politicised - Spain and Greece seem to be getting easier terms; - Olli Rehn - pacta sunt servanda – 'respect your commitments and obligations'; - Difficulty of budget deficit target; - The higher rates Ireland pays; - Irish support - new EU fiscal treaty - referendum; - Signs - economic recovery; - Whether - return - “Doheny & Nesbitt School of Economics”; - Lessons - low interest rates - inward immigration - bank lending spree; - Irish diaspora - efforts to lure back 70+m Irish overseas; - Asia strategy - 1999 - China - Asia-Pacific. See omnystudio.com/listener for privacy information.

Bye-Bye Cash, Welcome (Back) Gold: the Implications of Debasement
James G Rickards, lawyer, economist, investment banker and author of Currency Wars, discusses: - Signs - economic collapse; - 'Threat finance'; - Currency wars - economic or monetary concern - national security concern; - Threats - national security - clandestine gold purchases - hidden agendas - sovereign wealth funds - collapse of the dollar - substantiate; - "Greatest gamble in the history of finance" - printing money - trillion-dollar scale; - "Next crash overdue"; - Gold - fiat money - return to Gold Standard; - US Treasuries - U.S. dollar vulnerable attack - China; - IMF - SDR; - Fed - 'Elites' - Regulatory Oversight.See omnystudio.com/listener for privacy information.

In Asset Management, Integrity and Experience Counts. Courage, Too
Hwang Investment Management CEO/ED Teng Chee Wai discusses: - Assets under management - growth - reasons - dynamics; - Foreign fund flows;- Retail rally; - Malaysia economy; - CG issues; - Fees - crippling - justify; - Case for reform; - Different rates - EPF - External - reasons; - Unit trusts - growth - outlook; - Performance of funds to-date; - New fund rollout: plans - strategy; - The thinking process; - Target areas;- Election - how to play; - External environment - startegy; - Experience - GFC 2008. See omnystudio.com/listener for privacy information.

Ego the Biggest Stumbling Block to Success
Marshall Goldsmith, Executive Coach & author of the New York Times bestseller 'What Got You Here, Won't Get You There' discusses: -- A theme that runs through most of his writings: the very same beliefs that lead to success, can make it very difficult to change. He delves deeper into the why it can be so hard for successful leaders to change -- How Buddhism principles have deeply influenced his work -- How leadership has gotten more difficult today than in times past with globalisation -- Why Marshall has made almost all of his material available free of charge on his website! -- Why ego is the biggest challenge facing leaders is the biggest challenge facing leaders today and how he had to get over his to truly help his clients -- And finally, find out who Marshall thinks constitute great leaders and why they made they made the cut for him See omnystudio.com/listener for privacy information.

The Woman Who Can Read Your Brain: From refugee to pioneering mind-reading technology
Moving objects nothing more than a thought has long been the purview of science-fiction. But Emotiv Lifescience's new computer interface reads its user's brainwaves, makes it possible to control virtual objects, and even physical electronics, with your thoughts. Tan Le, co-founder and president of Emotiv Lifescience talks about the development of the thought-conversion technology and breaks down how the headset works. And find out if Tan Le thinks that one day the reverse would be true -- if the device that reads its user's brainwaves can be used to control the mind. She discusses the potential applications of the technology that can be used to radically change everyday life for people, especially in the areas concerning disabled patients, such as controlling an electric wheelchair, mind-keyboard or neuro-prothetics. Also a big area for potential is gaming and market research. Tan has an anextraordinary story: she is a refugee from Vietnam at age 4, she entered college at 16, and has since become a leader in her home country of Australia. Listen to her immigration story as she tells us about her journey on the refugee boat and why her mother carried along a bottle of poison. See omnystudio.com/listener for privacy information.

A Partnership of Equals at Home and in Business
Soul Society Co-founder/Executive Director, Michele Kwok discusses - Start - how - funding - difficulties; - Getting to the first million; - No outlets now; - Biggest challenges; - Lessons - hurdles - mistakes; - Longevity - issues; - Challenges -- time commitment -- stamina - energy; - Ingredients to success - focus areas; - How industry evolving; - Demand - elasticity - pressure points; - Exit - IPO - private equity - trade sale; - H-W team -- pressures -- ways to smooth; - Work-life balance -- how -- tricks -- sacrifices; - Women's Day -- nuggets of wisdom. See omnystudio.com/listener for privacy information.

Massaging Perception in an Internet Era
Burson-Marsteller Asia-Pacific President & CEO Bob Pickard, discusses: - The biggest changes in the Asia-Pacific communications landscape since his 2011 interview; - Crisis communications - digital space - preparation levels; - Common crises- Management advisers - PR - operational improvement issues; - Natural disasters - crisis communications; - Lynas-type issues - preemptive fire-fighting; - His experience in public affairs; - Potential advice in Government-type issues - Erykah Badu - clothes that 'poke the eye' - cow's heads - etc; - National Feedlot - culpability on clients' part; - Global firm - racial - religious - cultural nuances; - How crisis communications is evolving in a digital age. See omnystudio.com/listener for privacy information.

Young Upstart in Business
28 year old, Joel Neoh, the CEO of Groupon Malaysia and Taiwan, talks about his entrepreneurial journey so far. He founded Groupsmore that was subsequently sold to Groupon.See omnystudio.com/listener for privacy information.

Targeting Sustainable Products in Emerging Nations to Double Global Revenue by 2020
BASF Malaysia Country MD Daniel Loh discusses: - Malaysia business divisions; - Crude oil raw material - price - outlook; - Effects on BASF - BASF in SEA; - 60-40 joint venture with Petronas - environment issues;- Genetically modified plant production - Asia; - "Weedy" rice - MIDA - rice production - yields; - Renewable energy - battery materials - cutting dependence on cyclical businesses like plastics and chemicals; - BASF - partnerships for joint development. See omnystudio.com/listener for privacy information.

Say Nay to Nuclear if You're a Friend of the Earth
Dr. Jim Green, National Nuclear Campaigner, Friends of the Earth Australia discusses: - Fukushima - Nuclear fallout - repercussions; - Malaysia - nuclear - energy issues; - Low-level radiation - whether harmless; - Chernobyl; - Whether Chernobyl - overstated; - Three Mile island; - Heavyweights - advocates - Nuclear - Bil Gates; - Terrapower - Gates - Nathan Myrvhold - waste disposals;- The Green Party - Friends of the Earth - Greenpeace - same position - Nuclear bad - consistency - but whether dogmatic closed-mindedness; - Nuclear power - viable solutions.See omnystudio.com/listener for privacy information.

Getting to a Ton by 2015 as a Cost-Light, Brand-Heavy Play
Tune Hotels GCEO Mark Lankester discusses: - No. of hotels - hotels in pipeline; - Occupancy rates - main regions; - Domestic-non-domestic mix; - Rollout challenges; - Hotel management expertise - TripAdvisor Feedback - challenges; - "If you screw up, you've got to own up" - "constantly online" - Facebook and Twitter - expectation and reputation management; - Hotel management and ownership structure; - Percentage business driven through AA-AAX brand; - Ltd service - short hops - strategies; - A& P - consumer product - management thinking- Preferred mediums - approach; - % of bookings from website; - Exuberant marketing - whether kinks - sister company AirAsia - Australian Competition and Consumer Commission - investigation - hidden charges; - Hating costs - love variable costs - KPIs - how shape management thinking; - Prepaid-cash strategy - free cashflow levels; - Usage of FCF typically; - Growth outlook; - AAX route cuts - whether hurt business; - Shareholders - exit strategy. See omnystudio.com/listener for privacy information.

Satyajit Das Talks About Extreme Money
Satyajit Das, Author of Extreme Money : Masters of the Universe and the Cult of Risk Satyajit talks about: - Money, how it has changed from being just a mere medium of exchange to its current form - Fraud in the banking system and how it is easily it has become undetectable - Debt, which has become more and more complex contributing to the debt problems the global economy is facing today - His solution: to borrow sensibly, need to return to traditional banking - Ongoing eurozone debt problem unlikely to be resolved soon; after Greece, Spain and Italy may followSee omnystudio.com/listener for privacy information.

In Europe's Maelstrom, Take Refuge in Precious Metals -- With Some Cash in Hand
Finaport Chief Investment Officer Hans Goetti discusses: - Finaport positioning, investment focus, client types; - Expertise areas; - AUMs - amount invested versus cash levels; - Whether has seen fund redemption accelerate, with risk-off approach to markets; - Most-invested asset classes - geography - reasons; - Central bank pump-priming - sugar rush issue; - Benefiting asset classes; - Inflation, bubbles and market timing risks; - Currency assets - whether "safe" - debasement issues; - "Safe" havens: gold - "bandwagon" concerns; - Oil Derivatives - resources; - Outlook - global stocks;- Exporters - Eurozone - outlook. See omnystudio.com/listener for privacy information.

The Iron Lady in Banking
Tan Sri Dato' Sri Dr. Zeti Akhtar Aziz, governor of Bank Negara Malaysia, tells her outlook for the economy, interest rates, when the Ringgit will be internationalised, the success of the bank liberalisation policies, and developments in the Islamic financial market, and gives some insights about her personal life.See omnystudio.com/listener for privacy information.

Hotel Istana: Leveraging Its Name and Location
Praba G Menon, Area General Manager of Hotel Istana Kuala Lumpur discusses: -- How guests have become more decerning over the years, especially astravelling has become easier and with more exposure to quality services in other countries -- How price-sensitive are guests nowadays -- Hotel Istana's refurbishment exercise, due to be completed next year -- Hotel Istana's contributor to Tradewinds Corps' earnings -- His approach towards recruiting talent and 'staff-pinching' from other hotels, as well as how he looks to retain talent -- Hotel Istana's quirky campaign "Come Sleep with Us" andother branding moves -- What the hotel is doing to keep competitive in this industry -- If there is discrimination against Middle Eastern tourists within thehotel industry -- Why Malaysia is said to have one of the lowest average room rates inthe world -- Why China and India is the fast-growing source market for the country -- How Malaysia stacks up in terms of the convention and expo circuit, compared to other big players like Singapore and Hong Kong -- How the economic headwinds have hurt the hospitality businessSee omnystudio.com/listener for privacy information.

Pushing Boundaries of Science Education in Japan
Dr Jonathan Dorfan, the president of the Okinawa Institute of Science and Technology, talks about the interdisciplinary approach in teaching science to nurture a new breed of researchers who can connect the dots between different aspects of science. This newest graduate university in Japan received generous funding from the government, has five Nobel Laureates on its board of governors and unlike other universities in the country, it intends to have a 50:50 mix of Japanese and non-Japanese among its PhD students and academicians. See omnystudio.com/listener for privacy information.

Credibility and Community Spirit: How Traditional Values Keep Media Companies Profitable in Internet Times
Media Chinese International Ltd GM of Group Project Operations Chan May May discusses: - 2011 advertising expenditure - expectations - newspaper segment; - Share of print adex - Media Prima rise - Star fall - whether bigger trend; - 2012 adex outlook - 2012 Olympics - Euro 2012 - General Election - forecast adex growth forecast at 2x GDP; - Newsprint costs - percentage of needs locked - hedging - trend; - Exchange rate outlook; - Newspaper circulation - breakdown by region -- growth rates - recent MCA debate - impact circulation - reasons -- drivers circulation movements; - Importance of credibility - balanced reporting; - Outstanding libel suits; - Other challenges: increasing operating costs - labour costs - climbing inflation; - HUGE travel business - minuscule margins; - HK business; - Plans for cash - RM390.7m - payout policy; - Investor roadshow - message; - Chinese diaspora - MCIL role - Economic disparity - POLITICS - Clustering - subculture - Discrimination - hostility. See omnystudio.com/listener for privacy information.

Climbing the Corporate Ladder and GMAT's role in the B-School Phenomenon
Dr David Wilson, President and CEO of the Graduate Management Admission Council, discusses: - The GMAT -- as opposed to the Graduate Record Examination, or the GRE; - Essence of the examination - mode of study - preparatio for Executive and Business MBAs; - Battle with GRE as alternative; - Critiques - GMAT as insufficiently able to select students equipped to work in the modern business environment; - Acknowledgement that there are few differences between the two tests - and GRE is cheaper; - Revamp GMAT - - integrative reasoning - insights; - Some examples; - B-School applications - down - economic performance; - The main casualties - banking - management consultancy - whether the numbers have come back; - Specialised masters degrees - whether deeper conclusion; - The other big trend: internationalisation - Indians and Chinese - which courses; - His presence in HK - China - data points - trends; - The schools and countries Asians applying to - why; - Global financial crisis - salaries - job prospects. See omnystudio.com/listener for privacy information.

Global Beachheads + Female Emancipation = Profit
Tupperware Brands Corporation Chairman and CEO Rick Goings discusses: - Tupperware in Asia and Malaysia - presence - market size; - Transformation efforts; - Expansion into Direct Selling of Beauty -- data points in decision - upside potential; - Establishing 'global beachheads' - EMs - how - why; - Operating margins - cotnrast established markets - why; - Which countries - strongest growth - women's lib; - Ongoing drivers - the need to add distributors - team leaders; - Main selling methods today; - Motivation - team leadership; - Skills - talent - people; - Reputation challenges - competition with other MLMs; - Beachhead challenges? Competition; - Environmental issues; - Transcendental meditation. See omnystudio.com/listener for privacy information.

Corruption, Early Liberalisation the Bugbears for Malaysian Freight Forwarders
Federation of Malaysian Freight Forwarders President Alvin Chua discusses: - Early and complete liberalisation of the Malaysian logistics industry - challenges; - Port dwell times - customs Clearance - Physical Inspection - reduction in time; - Corruption - customs; - Special working committee - MACC - "find ways to improve the nation's import and export industry"; - Ahmad Sarbaini; - Outdated filing systems - paperless environment - comparison with Singapore; - The need for a third cargo port in Klang; - A low-cost cargo terminal; - Freight as forecast of economic well-being; - Outlook for cargo in 2012 - Eurozone and US impact intra-ASEAN trade. See omnystudio.com/listener for privacy information.

Forty Years of Evolution Makes the North an Attractive Investment Destination
Northern Corridor Implementation Authority CEO Datuk Redza Rafiq discusses: - The Northern Corridor's 'Brownfield' status;- Investment and jobs attained - targets - KPIs; - Japan's tsunami - supply chain disruptions - Yen appreciation - Northern Corridor gain; - Target industries; - Investments - GNI - update; - Jobs and employment gain details - current and future; - Reporting structure - opposition and BN politicans on the board - dynamics;- Global downturn - impact; - Currency - ringgit appreciation- implications;- Elections - if new administration - or majority not obtained - how affect plans; - Opposition claims of Penang - sidelined. See omnystudio.com/listener for privacy information.

Egotistical Doctors, Tepid Markets Among Challenges of Building a Regional Healthcare Firm
Qualitas Healthcare Holdings Chairman & MD Dato' Dr Noorul Ameen discusses: - Transition from Kumpulan Medic to Qualitas; - Impetus for formation;- Services - positioning; - Update of clinics and regional network;- Challenges in managing a regional healthcare chain;- Financials - Revenue - NPAT - expected growth rates;- Expansion plan;- Priority countries - reasons - attributes;- Funding needs - IPO - trade sale;- Govt role - Khazanah - Ekuinas; - 1CARE - initial impressions - Consultation levels - time to deployment. See omnystudio.com/listener for privacy information.

4 star hotels the most profitable
Gavin Faull, chairman and president of Swiss Belhotel International, tells why the 4 star hotel segment is the best market to be in.See omnystudio.com/listener for privacy information.

From Football Bouquets to Future Money, one Startup's Story
Sedania Group GCEO Datuk Azrin Mohd Noor discusses: - Details - beginnings; - Startup process - BP - Investors - Govt projects - Started in 2004; - Tan Sri Halim Ali as Chairman; - Ernst Young' Master Entrepreneur shortlist; - "Content and fulfillment" company - Details; - "Fulfillment Industry" - Details; - "Future money" - Details; - Business model - main product; - Challenges: global competition - greater access to strategic funding - quality developers - mass markets and adoptive customers -- moat; - Revenues - profits - margins; - Challenges to monetising mobile; - Funding - Roadmap - funding needs - exit. See omnystudio.com/listener for privacy information.

Changing the face of education
Shai Reshef, entrepreneur, founder and president of the University of People, is making education accessible to everyone but how sustainable is this model?See omnystudio.com/listener for privacy information.

Century Logistics: When Corporate Transformation Coincides With Good Timing
It was a stroke of luck that left Century Logistics Holdings Bhd with only minimal losses when its Thai plant in the Ayutthaya province was affected by the floods last year. Century Logistics deputy managing director Dr Amin Kassim explains that the firm's Thai counterpart had wanted to commence operations a few weeks later than the original date. "Being Thai, they too had some sort of feng shui so they wanted to start operations much later after the agreement was signed. A week later, the floods hit... we were not spared, but the warehouse was empty as the supplies were not in yet," he tells BFM in a recent interview. The Main Market-listed logistics provider has since repaired the damages at the plant once the floodwater receded, and the plant is now operational. "We incured losses of RM2 million last year because the plant was empty, but now the outlook is positive," he says. In the following interview, Amin also talks about how Century Logistics' transformational restructuring in 1995, which stood the company in good stead during the 1997 Asian financial crisis, another restructuring in 2001 to stay relevant as well as issues affecting the local logistics industry in Malaysia. See omnystudio.com/listener for privacy information.

Moore's Law Sees Coming of Age for Big Data Players
Teradata Corporation's Area VP of Teradata South Asia, Noel Pettitt, discusses: - Moore's Law - rise of computing power - exponential jump in collected data; - Rise of multimedia, social media, Internet - Big Data; - Big Data and operating margins, reducing expenditures, driving operational efficiency improvements, reduce fraud - tax revenues; - Industry growth; - Global market share; - Global competition - roadmap to clear global leadership profile; - Key case studies - wins - details; - Southeast Asia business case; - Banks: huge client base - how this market is shaping out; - Malaysia - Maybank used an analytical customer relationship management system from Teradata - details; - Financial ROI - Maybank; - Challenges: lack of skilled data scientists; - Whether Open Source route - alleviate manpower constraints; - Whether smaller players unable - afford - solutions; - Ethisphere Institute - Teradata - one of the "World's Most Ethical Companies." Details.See omnystudio.com/listener for privacy information.

Skills Shortage, Sky-High Home Prices Arrest This Chip Designer's Penang Presence
Altera Corporation Senior Vice President and Managing Director of Altera Malaysia, Jordan S. Plofsky, discusses: - The business of programmable logic device manufacturing; - Difference with fixed logic devices; - Their practical applications; - How Altera feeds into the smartphone and tablet craze; - Biggest clients; - December profit warnings from semiconductor makers - weak spots - soft markets - sales performance undershooting end-market demand; - Semiconductor company - high long-term correlation with America’s GDP; - FT: "barring a dramatic change in fortunes, semiconductor stocks may continue to hold a mirror to a global economy that is getting uglier" - whether too draconian; - In Penang since 1994 - reasons - challenges; - Skills shortage - housing prices; - Extent of R&D activities; - Views: LGE-DAP government - openness - ease of doing business - bureaucracy - corruption - leakages.See omnystudio.com/listener for privacy information.

Hospitals becoming more like hotels
Amir Firdaus Abdullah, regional CEO of Gleneagles Hospital, says the hospital will be growing more aggressively in the next few years and is looking to expand to East Malaysia, the East Coast and Iskandar Malaysia as well as acquire smaller hospitals in the region. Planned investment cost is RM700 million. The assets will be included in Khazanah Nasional's healthcare portfolio that will be listed this year. Acting like a landlord to doctors, he says the hospital's rental rates are probably the lowest in the country. Amir also talks about healthcare trends, such as leveraging on health informatics and incorporating Ritz Carlton hospitality. See omnystudio.com/listener for privacy information.

Premiership Football, the Holy Grail for this Welsh Club
Cardiff City FC CEO Alan Whiteley discusses: - Tan Sri Vincent Tan - new ownership - reception to Malaysian owners - attrition; - Branding opportunities - Berjaya;- Promotion to the Premiership - chances;- Transfer budget; - Players sought; - Malaysian players - whether strong-armed to be brought into squad - Chairman TG - son Nicholas Chan - whether an issue; - Financial situation - whether woes overcome; - Reports of his alleged involvement in a fraud case involving mining sites in Wales - subsequent suspension from M&A Solicitors, the law firm he helped found; - Other challenges: Cardiff City fans among most troublesome - Home Office statistics; - Business of running a modern football club - huge salaries - managers facing the chop - bad results - how tough it is it as a business concern; - Where the money is to be had - significance of a premiership spot; - Youth academy - talent development - the Cardiff City approach; - An insight into the Eurozone debt crisis from a Welsh standpoint; - Welsh culture of owner - managed businesses selling out, rather than seeking the next growth level; - Whether the London Stock Exchange has been too keen to come down and encourage Welsh businessmen to go onto Aim or a full listing, or even the Plus Market. See omnystudio.com/listener for privacy information.

A "Quietly Brilliant" Approach Gives HTC a Place at the Smartphone Top Table
HTC Malaysia Country Manager SK Wong discusses: - Malaysia market share; - Best sellers; - Market size; - Sales drivers; - Marketing points - what works in Malaysia; - Financials: weak Q4 earnings; - Competition - weak market outlook; - Malaysia situation; - Outlook for 2012 - strategy to offset weakening conditions; - Rumors of an expected Quad-core phone; - Challenges: software upgrade inability; - Reports of HTC mulling its own OS;- Smartphone - patent wars; - Android versus Apple OS; - Price wars - volume game - whether wise - commoditisation; - Innovation efforts - tablet market; - Update on - smartphone 3D market; - Outlook for smartphone 3D; - Possibility of entering the 'Phablet' market; - Facebook - social media and HTC; - How HTC's ad slogan, "Quietly brilliant," reflect culture; See omnystudio.com/listener for privacy information.