• 

• 
• 
• 
• 
• 
• 
• 

第３９回　WORKSHOP報告（6月23日） / 参加者92名

みなさまこんにちは。

６月２３日（土）に開催されたworkshopの報告をさせていただきます。

（新人の方の自己紹介中です）

**************************************

《　今回のworkshop　》

○workshop参加人数：９２名（うち新人の方：１０名）

○【前半】：「読書と人生」というテーマでディスカッション

○【後半】：「新興国に対するビジネスの取り組みについて」というテーマでディスカッション

○【懇親会】約７０人の方々がご参加されました。

**************************************

 

＜英語サークル　E’s club　第３９回workshopのご案内＞

 

みなさまこんにちは、E’s club幹事のKです。第３９回workshopの詳細をお送りいたします。

今回のマテリアルは前半をDさんに、後半をYさんに作成していただきました。

前半は「読書と人生」を、後半は「新興国」をそれぞれテーマとしたディスカッションを行います。

 

 

[今週のマテリアル]

＜FIRST HALF＞

こんにちわ！Dです。最近は日が長くて何をするにも最適な季節ですね。雨さえ降らなければ…。

 

さて、みなさんは読書が好きですか？最近はノンフィクションしか読まなくなったとはいえ、僕は小さい頃から本を読むのが大好きでした。

絵本で「日本昔話」や「グリム童話」「じごくのそうべえ」を、小学校で「エルマーの冒険」や「解決ゾロリ」（今や大人気！）を読んだのを思い出します。

 

１番好きだったのは教科書の文章で、中学・高校時代は国語の教科書だけはすべて4月中に読み終えていました。

読書を通して自分なりの物の見方や考え方の基礎が身についた気がします。（余談ですが教科書に載ってた物語について話するのは楽しいですよ！）

そんなわけで今回のテーマは「読書と人生」です。みなさんは本に対してどういった考え方を持っているのでしょうか？読む本の選択基準は何でしょう？

自分の人生に影響を与えた本はありますか？自分に問いかけながら発表してください。今まで気づかなかった新しい自分が発見できるかもしれません。

 

1.本は借りて読みますか？買って読みますか？買う場合は、普段どこで買いますか？

Do you borrow a book at a library or buy one at a book store? If you buy books, what kind of store do you usually go？

 

2.あなたはどういった本を好んで読みますか。それはなぜでしょうか？

What kind of books do you often read? Why do you like such a genre?

 

3.新しくチャレンジしたい本や分野はありますか？

Do you have any new book or genre you’d like to try?

 

4.子供の頃に読んだ本で心に残ったものはありますか？

Please talk about the book you were impressed by in your childhood?

 

5.あなたの人生で最も影響を受けた本は何ですか？

Which book influenced you most in your life ever?

 

6.あなたにとって、読書とは何ですか？読書の目的を踏まえて教えてください。

What is reading books for you？ Please tell your view considering your current attitude toward books.

 

 

＜LATTER HALF＞

後半マテリアル担当のYです。

空調メーカーの企画部で勤務しており

中長期的に考えどの新興国に進出すべきか検討しています。

 

今後新興国の中でどの国が台頭してくるのか

そして、日本はどういったスタンスでこれらの国と

関わっていけばよいのか、皆様で議論する中で

新興国についての知識を深めてもらえればと思います☆

 

マテリアルは、下記に送付する分のみを確認頂ければ

ＯＫです。時間のない方は、新興国について

自分の考えをなんとなーくまとめておいて下さい。

時間に余裕のある方は、参考資料をご確認下さい。

 

■Agenda

Which emerging country comes next after China

and how should Japan associate with these

countries with strong growth rate in the future?

 

■Questions

1) Have you ever traveled to emerging countries?

(If you have) Did you feel their economic growth or

potential power? Please share your experience.

 

2) According to the article, O’Neill mentions

emerging countries as post BRICs are MIST.

Do you support his idea?

 

3) O’Neill recommends due diligence on those

emerging countries before investment,

as investment for these countries involves risk.

If you are an investor, what kind of viewpoint

do you think you need for decision making?

(ex. GDP, population, the number of wealthy

people, CPI, country risk such as exchange rate

national disaster, etc…)

 

4) Which country comes next after China,

in terms of economic growth and potential power?

 

5) While emerging countries start to show rapid economic

growth and attract attention from around the world

as emerging market, how should Japan associate with

these countries and remain globally competitive?

 

■Specific term you might want to know

Term for emerging countries which have great potential for future growth.

 

BRICs: Brazil, Russia, India, and China

VISTA: Vietnam, Indonesia, South Africa, Turkey, and Argentina.

MIST: Mexico, Indonesia, South Korea, and Turkey

 

＜Attached1＞

Forget China: The Next Growth Markets

By Dan Newman

April 5, 2012

http://www.fool.com/investing/general/2012/04/05/forget-china-the-next-growth-markets.aspx

 

China’s economy, with a growing middle class that companies would love

to feed, clothes, house, and entertain, has hit some speed bumps

recently:

*GDP growth is expected to slow to 8% for the first quarter, compared

to 8.9% from the previous quarter.

*Only four of China’s 70 largest cities saw home prices rise in February.

*Exports to Europe declined over 1% for January and February compared

to last year.

*China’s total trade deficit for January and February was $4.25

billion, up from $890 million last year.

 

With China slowing, what country should investors look to next? Why

not listen to the man responsible for coining the term BRIC (Brazil,

Russia, India, and China): Jim O’Neill.

 

Even if he does work for the not-so-popular Goldman Sachs, O’Neill

highlighted countries that, if measured by the Dow Jones BRIC 50

Index, outperformed the S&P 500 (INDEX: ^GSPC  ) by almost 600% from

the beginning of 2003.

 

What countries does O’Neill think are primed for growth? Get ready for

another catchy acronym: MIST, meaning Mexico, Indonesia, South Korea,

and Turkey. All these countries rank worldwide between the 10th and

20th largest GDPs and had GDP growth rates above 5% for 2010. Let’s

dig a little deeper into the opportunities of each country.

 

Mexico

Yes, since 2006 almost 50,000 people have been killed in drug-related

violence. However, with polls for July’s presidential election

favoring the opposing party’s candidate, the support for the drug war

appears to be waning. Given a more secure country, investors and

companies could see better returns. Already, Coca Cola is investing $5

billion over five years in Mexico with plans to increase its workforce

by more than 10%. Meanwhile, Ford is investing $1.3 billion in a

northern Mexico plant to produce the Ford Fusion and Lincoln MKZ.

 

Want a piece of Mexico that’s backed by the genius of McDonald’s? A

promising pick with a large footprint in a BRIC country is Arcos

Dorados (NYSE: ARCO ) . The company owns, operates, and grants

franchises of McDonald’s in Latin America, and 26% of its restaurants

are located in Mexico, Panama, and Costa Rica, with about 36% located

in Brazil. As Mexico and other Latin
American countries grow wealthy,

serving food in these countries begins to look appetizing.

 

Indonesia

Guess which country quietly sits behind the U.S. in terms of

population? Since this paragraph is about Indonesia, I’m assuming you

guessed correctly; Indonesia is the world’s fourth most populous

country. Rather than taking the traditional first step of adopting

landline service, Indonesians have skipped straight to cell phones.

Mobile phone ownership was at 20% in 2005, and in 2011 it skyrocketed

to 54%. Along with that, Indonesian users are the second-largest

market on Facebook and third-largest on Twitter. As more services and

data are delivered by mobile, take a look at Telekom Indonesia (NYSE:

TLK  ) . It sports a 4.7% dividend yield and is the country’s largest

mobile network operator.

 

South Korea

While its neighbor to the north tries out a new ruler, South Korea

looks to break free from the conglomerates that run its economy. As

reported in the Financial Times, “The top four conglomerates alone

earn 27 per cent of all profits.” And even though South Korea has an

enviable 3.4% unemployment rate, 34% of workers were in temporary

jobs. Even so, the iShares MSCI South Korea Index Fund (NYSE: EWY  )

returned 160% over the past decade. Remember to note the expense ratio

when looking at ETFs like this one, and also what exactly it holds —

in this case, an expense ratio of 0.59% and significant holdings in

Samsung and Hyundai.

 

Turkey

Talked up because of its unique position between world regions, Turkey

is also exposed to geopolitical issues in the Middle East and economic

fallout from Europe. Additionally, Turkey imports 71% of its net

energy use, making it susceptible to high oil prices. Still, in a

world where demand from European countries may fall, 70% of Turkey’s

GDP comes from household consumption. If Turkey interests you, the

iShares MSCI Turkey Index Fund (NYSE: TUR  ) is an easy way to place

the country in your portfolio. However, note that the ETF is heavily

invested in Turkish banks, and with a pullback from banks worldwide —

for example, Citigroup looking to cut its ownership stake of Turkish

Akbank — that financial sector may struggle.

 

A MISTy portfolio may also grow mold

As with all emerging and growth countries, any excess returns are

paired with more risk. There is no guarantee Mexico’s drug war will

find a ceasefire, natural disasters could again harm Indonesia, South

Korea always keeps an eye northward, and Turkey’s bridge between East

and West may just mean it is exposed to both slow growth and political

instability. Therefore, do your due diligence on both country and

company before investing in the MIST.

 

＜Attached2＞

Asia on 2030: Where to manufacture, where to sell

By Nikkei Business (Japanese Material Only)

May 28, 2012

**********************************************

私たちと一緒に英語コミュニケーション能力を鍛えませんか？

ご興味を持たれた方は、

入会申込フォーム

https://english-speaking-club.com/cms/?page_id=93

よりお申し込みください。お待ちしています！

 

***********************************************************

Copyright 2011 English-Speaking-Clubin. All Rights Reserved.