South East Asian Infrastructure by Peter Sargent, ANZ

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South East Asian Infrastructure by Peter Sargent, ANZ

  1. 1. South East Asian Infrastructure Update London 4 April 2013 Peter Sargent Head of Global Loans and Transaction Banking, Europe
  2. 2. Using Australia to kick start a push into South East Asia 2Asia Pacific Infrastructurekey priorities and spend2011 to 2020 China - the current 5 year plan continues to Japan - grow infrastructure reconstruction plus a and housing capital shift from nuclear to expenditure gas fired power generation India - the Government is focused on reduction S Korea - focus on of red tape and heavy industry incentivising direct (shipbuilding) and foreign investment. nuclear power Look for Power, Water (questionable!) and transport Indonesia - focus on Power investment and coal export infrastructure Australia - initial focus on Major projects involving mining, LNG and coal export infrastructure but changing to transportation and services
  3. 3. Indonesia -An unrecognised giant? 3 Geography Economy > South eastern Asia, an > GDP (ppp) - 2012 est. $ 1.21 archipelago of 17,508 islands trillion - 16th largest in the world between the Indian and Pacific Oceans > GDP - real growth rate - 6% in 2012 similar to 2010 & 2011 > 15th Largest country in the world > GDP - composition by sector - agriculture 14% > Natural resources include - industry 46% petroleum, tin, natural gas, - services 39% nickel, timber, bauxite, copper, coal, silver and gold > GDP (ppp) - per cap $5,000 > Land use - 11% arable, > Agriculture produces rice, permanent crops - 7% People cassava, peanuts, rubber, cocoa, coffee, palm oil > Population estimate (July 2013) 251 million - 4th largest in > Industry manufactures the world petroleum, natural gas, textiles, mining, cement, > Age structure- 0-14 - 27% 15-24 - 17% 25-54 - 42% 55 + - 13% > Urbanisation 44% in 2010 expected to rise by 1.7 % pa
  4. 4. Indonesia- Growth is poised for a steady improvement in 2013 INDONESIA’S GDP GROWTH BREAKDOWNIndonesia’s Q4 GDP: Another 4steady quarter.> Headline GDP growth was 6.11%y/y in Q4 2012> Domestic demand remains themain driver of GDP growth> Net exports contributed negativelyto growth for the third consecutivequarter> From a sectoral point of viewinvestment continues to deepenwhile manufacturing growth has INDONESIA’S GDP BY EXPENDITUREpicked upANZ assessment is that growthis poised for a minorimprovement in 2013> ANZ GDP Forecast 6.5% y/y> We expect a cyclical rebound inexports amid stable import growth
  5. 5. DISCLAIMER AND CONFIDENTIALITY >5 5> This document is issued by Australia > Information contained in this > The points made in this presentation and New Zealand Banking Group Ltd presentation is strictly confidential. It are subject to further discussion with (‘ANZ’). The information and opinions is the property of ANZ. As such, no you and we would be pleased to contained in this document (on which part of it may be circulated, copied, address any comments and queries ANZ may have acted or may act for its quoted or otherwise referred to that you may have in relation to the own purposes) are published for the another party without prior written assistance of recipients but are not to consent of ANZ proposed funding options so as to be relied upon as authoritative or ensure that your particular taken in substitution for the exercise > The terms noted in this presentation requirements are satisfied of judgment by any recipient. While is subject to receipt by ANZ of formal such information and opinions have credit approval and appropriate legal, been compiled or arrived at by ANZ in accounting, tax and technical advice. good faith and from sources believed This is not an offer to finance to be reliable, no representation or warranty, express or implied, is made as to their accuracy, completeness or correctness, any opinions contained in this document may be changed by ANZ without notice. ANZ, its officers, employees, representatives and agents accept no liability whatsoever for any loss or damage, whether direct, indirect, consequential or otherwise howsoever arising (whether in negligence or otherwise) out of or in connection with or from any use of the contents of and/or any omissions from this document
  6. 6. DISCLAIMER AND CONFIDENTIALITY >5 5> This document is issued by Australia > Information contained in this > The points made in this presentation and New Zealand Banking Group Ltd presentation is strictly confidential. It are subject to further discussion with (‘ANZ’). The information and opinions is the property of ANZ. As such, no you and we would be pleased to contained in this document (on which part of it may be circulated, copied, address any comments and queries ANZ may have acted or may act for its quoted or otherwise referred to that you may have in relation to the own purposes) are published for the another party without prior written assistance of recipients but are not to consent of ANZ proposed funding options so as to be relied upon as authoritative or ensure that your particular taken in substitution for the exercise > The terms noted in this presentation requirements are satisfied of judgment by any recipient. While is subject to receipt by ANZ of formal such information and opinions have credit approval and appropriate legal, been compiled or arrived at by ANZ in accounting, tax and technical advice. good faith and from sources believed This is not an offer to finance to be reliable, no representation or warranty, express or implied, is made as to their accuracy, completeness or correctness, any opinions contained in this document may be changed by ANZ without notice. ANZ, its officers, employees, representatives and agents accept no liability whatsoever for any loss or damage, whether direct, indirect, consequential or otherwise howsoever arising (whether in negligence or otherwise) out of or in connection with or from any use of the contents of and/or any omissions from this document

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