1. REFLECTIONS ON THE GLOBAL ECONOMY
November 11, 2003
REFLECTIONS ON THE GLOBAL ECONOMY by
JEFFREY E. GARTEN
Dean, Yale School of Management

2. ISSUES TO BE COVERED PROSPECTS FOR THE WORLD ECONOMY
GLOBAL FINANCE AND TRADE
FUTURE OF NAFTA
ISSUES FOR BUSINESS AND FINANCIAL LEADERS
QUESTIONS FOR DISCUSSION

3. PROSPECTS FOR THE WORLD ECONOMY
EUROPE
JAPAN
EMERGING MARKETS
UNITED STATES

4. ISSUE FOR DISCUSSION
WHAT ARE THE BIGGEST CHALLENGES FOR MEXICO?

5. GLOBAL FINANCE MONETARY POLICY CURRENCY ISSUES
CAPITAL FLOWS TO EMERGING MARKETS
EVOLVING FINANCIAL ARCHITECTURE

6. ISSUES FOR DISCUSSION
DOES MEXICO BENEFIT OR LOSE FROM THE GLOBAL FINANCIAL OUTLOOK?
WHAT IS THE BEST MONETARY AND CURRENCY POLICY FOR MEXICO?

7. GLOBAL TRADE UNDERLYING PRESSURES
IMPACT OF PRODUCTIVITY, FOREIGN OUTSOURCING, CHINA AND INDIA
PROSPECTS FOR GLOBAL NEGOTIATIONS AFTER CANCUN
FREE TRADE AGREEMENT FOR THE AMERICAS?

8. ISSUE FOR DISCUSSION
WHAT DOES MEXICO NEED TO DO TO BE MORE COMPETITIVE?
HOW GREAT IS THE CHALLENEGE FROM CHINA?

9. FUTURE OF NAFTA ASSESMENT OF FIRST TEN YEARS SHORT-TERM OUTLOOK
PROSPECTS FOR NEXT TEN YEARS

10. ISSUE FOR DISCUSSION HOW IMPORTANT IS IT TO MEXICO THAT NAFTA BE
WIDENED AND DEEPENED? PROS AND CONS?

11. IMPERATIVES FOR BUSINESS LEADERSHIP
THE NEW CONTEXT
LEADERSHIP QUALITIES THAT DON’T CHANGE
NEW REQUIREMENTS FOR BUSINESS LEADERS

12. NEW PRESSURES ON FINANCIAL LEADERSHIP
THE NEW DEMANDS OF CORPORATE GOVERNANCE
THE REVOLUTION IN FINANCIAL REPORTING
OTHER IMPERATIVES FOR CFOs AND OTHER FINANCIAL LEADERS

13. QUESTIONS FOR DISCUSSION
FROM THE STANDPOINT OF BUSINESS AND FINANCIAL
LEADERSHIP IN THE MEXICAN PRIVATE SECTOR,
WHAT ARE THE GREATEST CHALLENGES TO
PERFORMING WELL?

14. REFLECTIONS ON THE GLOBAL ECONOMY
November 11, 2003
REFLECTIONS ON THE GLOBAL ECONOMY by
JEFFREY E. GARTEN
Dean, Yale School of Management