Where are the risks in an
EM snapback?
Where are the risks in an
EM snapback?
Where are the risks in an
EM snapback?
The Belt and Road Initiative:
Globalization, China Style
The Belt and Road Initiative:
Globalization, China Style
Tuesday, June 4
08:55 - 09:00
Opening Remarks
Speaker:
Mr. Kenji Teshima, Senior Managing Director of Nomura Holdings, Inc., Representative Director and CEO of Nomura Asia Pacific Holdings Co., Ltd. Head of China Committee
09:00 - 10:20
The Global Economic Outlook: Charting Different Courses
Moderator:
Mr. Rob Subbaraman, Head of Global Macro Research, Nomura
Speakers:
Dr. George Buckley, Chief European Economist, Nomura
Dr. Ting Lu, Chief China Economist, Nomura
Dr. Kyohei Morita, Chief Japan Economist, Nomura
Dr. David Seif, Chief Economist, Developed Markets, Nomura
Ms. Sonal Varma, Chief Economist, India and Asia ex-Japan, Nomura
10:30 - 11:50
Asian Equity Markets Outlook
Moderator:
Mr. Chetan Seth, Asia-Pacific Equity Strategist, Nomura
Speakers:
Dr. Ting Gao, Head of Research and Chief of Strategy, Nomura Orient International Securities
Mr. Yunosuke Ikeda, Head of Macro Research, Japan, Nomura
Mr. Saion Mukherjee, Head of India Equity Research, Nomura
Ms. Cindy Park, Head of Asia Energy Research & Head of Research Korea, Nomura
12:00 - 13:15
Keynote: Global Market at a Crossroad – US Fighting Inflation & China Fighting Deflation
Speaker:
Mr. Richard Koo, Chief Economist, Nomura Research Institute
13:30 - 14:20
2H 2024 Asia Credit Outlook
Moderator:
Mr. Nicholas Yap, Head of Flow Credit Desk Analysts, Nomura
Speakers:
Mr. Henry Loh, Head of Asian Credit Fixed Income, ABRDN
Mr. Smit Rastogi, Portfolio Manager, UBS Asset Management
Ms. Cindy Tan, Head of Fixed Income Research, South Asia, UBP
Mr. SuanJin Tan, Director and Portfolio Manager, Credit Strategies, Asian Fixed Income, BlackRock
14:30 - 15:20
Nomura's Top FX and Rates Views
Moderator:
Mr. Craig Chan, Head of Global FX Strategy, Nomura
Speakers:
Mr. Yujiro Goto, Head of FX Strategy Japan, Nomura
Mr. Albert Leung, Head of Asia ex-Japan Rates Strategy, Global Markets Research, Nomura
Mr. Leng Hoe Lon, Global Head of FX Flow and Forwards Trading, Nomura
15:30 - 16:20
Gold and Precious Metals Outlook
Moderator:
Dr. David Seif, Chief Economist, Developed Markets, Nomura
Speaker:
Mr. John Reade, Chief Market Strategist, World Gold Council
16:30 - 17:20
Keynote: 2024 US Election Outlook
Moderator:
Mr. David Seif, Chief Economist, Developed Markets, Nomura
Speakers:
Mr. Chris Stirewalt, Popular Political Analyst, Commentator, and Best-Selling Author
17:20 - 18:00
What's New for Travel? How Experiences, Social Commerce and AI Shape the Future of Travel
Moderator:
Mr. Jizhou Dong, China Consumer Research, Nomura
Speaker:
Mr. Eric Gnock Fah, President and Co-founder, Klook
18:00 - 20:30
Cocktail Reception
The Ritz-Carlton, Grand Galleria
Wednesday, June 5
09:00 - 09:50
US Monetary Policy and Economy (Virtual)
Moderator:
Dr. David Seif, Chief Economist, Developed Markets, Nomura
Speaker:
Dr. James Bullard, Former President, Federal Reserve Banks of St. Louis; Dean of the Mitchell E. Daniels School of Business, Purdue University
10:00 - 10:50
China Plus One: Meet Asia's New Flying Geese
Speakers:
Dr. Ting Lu, Chief China Economist, Nomura
Mr. Euben Paracuelles, Chief ASEAN Economist, Nomura
Ms. Sonal Varma, Chief Economist, India and Asia ex-Japan, Nomura
Mr. Chetan Seth, Asia-Pacific Equity Strategist, Nomura
11:00 - 11:50
China Economic Outlook: China in 2024: A Year of Rebalancing
Speaker:
Dr. Ting Lu, Chief China Economist, Nomura
12:00 - 13:00
Keynote Address: Navigating Geopolitical Risks
Moderator:
Mr. Euben Paracuelles, Chief ASEAN Economist, Nomura
Speaker:
Ms. Sim Ann, Senior Minister of State, Ministry of Foreign Affairs and the Ministry of National Development
13:30 - 14:20
US-China Relations: Implications for Geopolitics and Markets
Moderator:
Mr. Rob Subbaraman, Head of Global Macro Research, Nomura
Speaker:
Mr. Dan Alamariu, Chief Geopolitical Strategist, Alpine Macro
14:30 - 15:20
Investor Panel: The New Normal
Moderator:
Ms. Corrinne Teo, Co-Head of Global Markets Sales, Asia ex-Japan
Speaker:
Mr. Eugene Fung, Head of Credit & Equities, BFAM
Mr. Nilay Patel, Co-Deputy CIO, Dymon Asia
Mr. Qian Xin, President of Financial Markets, Ping An Bank
15:30 - 16:20
Keynote Address: India After Elections
Moderator:
Ms. Sonal Varma, Chief Economist, India and Asia ex-Japan, Nomura
Speaker:
Dr. V. Anantha Nageswaran, Chief Economic Adviser, Government of India
16:20 - 17:10
Landscape of Investment in Asia, Revisiting India & Japan
Moderator:
Mr. Arvind Shah, Head of AEJ Equity Sales, Nomura
Speakers:
Mr. Kwong Hong Huat, Head of Asia Total Return, Public Equities, GIC
Mr. Vipul Mehta, Head of Asia-ex Japan Investment, Nomura Asset Management
17:10 - 18:00
Who is Buying Japanese Assets and How that has Changed since 2024?
Moderator:
Mr. Gareth Nicholson, CIO and Head of Managed Investments, International Wealth Management, Nomura
Speakers:
Mr. Aditya Sehgal, Head of Capital Market Solutions, International Wealth Management, Nomura
Mr. Rainer Michael Preiss, Partner & Portfolio Strategist, DAS Family Office
Mr. Ken Nagano, Head of Japan Active Growth Team, Senior Portfolio Manager, Nomura Asset Management
Thursday, June 6
09:00 - 09:50
Fireside Chat: Explosion in Debt Globally and How to Deal with it?
Moderator:
Mr. Rob Subbaraman, Head of Global Macro Research, Nomura
Speaker:
Dr. Carmen M. Reinhart, Minos A. Zombanakis Professor of the International Financial System, Harvard Kennedy School
10:00 - 10:50
Cross-Asset Strategy
Speakers:
Mr. Charlie McElligott, Cross-asset Macro Strategist, Americas, Nomura
11:00 - 11:50
The Roles of Investment and Consumption in China's Economic Adjustment
Moderator:
Dr. Ting Lu, Chief China Economist, Nomura
Speaker:
Prof. Michael Pettis, Professor of Finance, Peking University’s Guanghua School of Management
12:00 - 13:15
Keynote Address: The Revitalization of the Japanese Stock Market - Supporting the Sustainable Growth of Japanese Companies
Moderator:
Mr. Yunosuke Ikeda, Head of Macro Research, Japan, Nomura
Speaker:
Mr. Hiromi Yamaji, President & CEO, Japan Exchange Group
13:30 - 14:20
EV and Batteries
Moderator:
Ms. Cindy Park, Head of Korea Equity Research and Head of Energy Research, Asia ex-Japan, Nomura
Speaker:
Mr. Vincent Kim, Vice President, SNE Research
14:30 - 15:20
Data-Backed Strategies for Singapore Real Estate Investments
Moderator:
Ms. Tien Yi Chen, Asia Equity Sales, Nomura
Speaker:
Mr. Melvin Lim, Co-founder & CEO, PropertyLimBrothers
15:30 - 16:20
Artificial Intelligence
Moderator:
Mr. David Wong, Head of APAC Technology Research, Nomura
Speaker:
Ms. Renee Lo, Partner CTO, APAC Regional Director, Google
16:30 - 17:20
An APAC Vision - Tech Cycle
Moderator:
Mr. David Wong, Head of APAC Technology Research, Nomura
Speakers:
Mr. Manabu Akizuki, Senior Equity Research Analyst, Electronic Parts, Japan, Nomura
Mr. CW Chung, Head of Research Asia ex-Japan, Nomura
Mr. Aaron Jeng, Head of Taiwan Research & Technology – Semiconductors Research, Nomura (Virtual)
Ms. Anne Lee, Analyst, Technology – Handset, EMS, Camera, and Components Research, Nomura (Virtual)