LNG import to Japan

Malaysia 20%
Australia 19%
Indonesia 18%
Qatar 11%
Russia 9%
Brunei 8%
UAE 7%
Oman 4%

US shale gas - target to import this

Unmarried men

In 2030, there will be 60mn men not being able to get married due to distorted male female ratio in Chin and India

New grad salaries in Sg 2011

Degree S$2700
Masters $3000

From ST

Marriages

50% of marriages in Western countries end in divorce
50% of all children are born out of wedlock in Western countries

Mean age of marriage - 30 yrs old for women, risen sharply

20-30% of women will not get married in most Asian countries

Reason: women in the work 40 hrs, and do housework for another 30 hrs after marriage
men - only 3 hrs of housework

Global smartphone market share

Global smartphone market share

Android 48%
iOS 19%
Symbian 17%
Rimm 11%
MSFT 2.4%

NBA vs CBA

Chinese CBA player earns 300-500k yuan or 50-80k USD

Top players earn 1 mn yuan

But NBA average salary 5 mn USD

ASEAN trade

Only 25% of export and import are within ASEAN

Asia PE and EV/EBITDA range

From 2001 to 2010
Asia Shiller PE range 10-15x (Peak 18x in 2007)
EV/EBITDA range 5.5-9x (Peak 12x in 2007)

Asia dividends

US$36bn paid in 2002
US$147bn paid in 2010

Manufacturing as % of Economy

2008

China 33%
Korea 25%
Singapore 25%
Japan 22%
Germany 22%
Italy 18%
Brazil 15%
US 13%
UK 13%
France 5%

Indonesia millionaires and Singapore

There are 60,000 millionaires in Indonesia and the total wealth in the
country stood at $1.8 trillion in 2010, according to Credit Suisse Global
Wealth report released last year.

Indonesia's average wealth per adult has increased the fastest in the
Asia-Pacific region since 2000, growing fivefold to $12,112, according to the
report.

Nuclear

440 reactors in operation
61 under construction
158 planned
326 proposed

Custodian Banks (old)

Bank of New York Mellon, world's largest custodian bank
USD 21trn AUM, 20% of all securities held worldwide

State Street Bank, 2nd largest custodian bank
USD 15trn AUM, 15% of all securities held worldwide

US Share Buyback

2010 share Buyback $174 bn

Cash level $1,081 bn

S&P500 dividend roughly $40bn in 2010

Libya

Gadhafi killed 200,000 Libyans or 5% of population over his rule of 42 yrs.

Estimated to have killed more Americans other than Osama.

Ultimate responsibility for Pam Am 103 bombing: death of 270 innocent civilians.

Rent for expats comparison

Tokyo US$4352
Moscow US$3500
Hong Kong US$2830
London US$2824
Singapore YS$2810

Two bedroom apartment
Roughly 80sqm

By ECA International

Chinese corruption

147,000 officials punished for corruption in 2007.

Of which 3-4 were part of 370 leading officials of the country

Casino Levy in Singapore

Govt collected $130mn in levy for first 9 mths
ie 3,500 Singaporeans visit the casinos every day

Levy at $100 bcos it makes it more expensive than to travel to Batam

Genting does not allow Muslims to go
Korea has 14 casinos but only 1 for locals