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ECommerce, Stimulus Programs Reshape Asian Economies

13th annual event offers Asian investors and corporate clients personal access to Morgan Stanley thought leaders and discussions of economic topics.

Discussions and presentations on how Japan is transitioning its economy and Internet megatrends in China highlighted the 13th annual Morgan Stanley Asia Pacific Summit, which attracted 350 companies and a record 2,900 attendees last month in Singapore. The Summit offered investors and corporate clients the opportunity to hear from, and personally interact with, the firm’s thought leaders on a variety of regional economic and industry-specific topics. Morgan Stanley analysts discuss the major themes of the Summit in the videos below.

Watch Robert Lin, China Internet and Retail Analyst, discuss what’s in store for the next era of digital commerce in China.

Morgan Stanley China Internet and Retail Analyst Robert Lin believes eCommerce will be a key driver of China’s transformation into a mass consumption economy. He expects the burgeoning Chinese eCommerce industry, already the world’s largest, to experience continued robust growth over the next five years. Robert outlines the sources of this growth across both the consumer and business markets and how demographic shifts could influence spending patterns over the next decade.

Follow Chetan Ahya, Chief Asia Economist, as he outlines a roadmap to address a challenging macro environment across most of Asia.

Morgan Stanley Chief Asia Economist Chetan Ahya says major actions are needed to jumpstart Asian economies mired in a period of sluggish growth. He believes a cleanup of bank balance sheets, an easing of interest rates, and productivity reforms are necessary. Chetan sees China as the key to the region, and its major transition from an economy dependent on underperforming investment-related sectors to one focused on healthier consumption and Internet sectors should be closely watched.

Watch Jonathan Garner, Chief Asia and Emerging Market Equity Strategist, explain why he is bullish on China A shares.

Morgan Stanley Chief Asia and Emerging Market Equity Strategist Jonathan Garner sees Chinese stocks suffering from a perception problem. Despite volatility and poor recent returns, both the old-economy-heavy Shanghai A share market and the new-economy-focused Shenzhen A market have entered what Jonathan believes is a secular bull market. He pinpoints the country’s economic transition, poor performance of equity alternatives, more open markets and improved earnings as bullish catalysts for Chinese stocks.

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