Asia Emerging Markets Summit 2023 (Singapore)
IN-PERSON EVENT ONLY
PARKROYAL Collection Marina Bay, Singapore
*This event is fully subscribed*
More session details and speakers to be announced, stayed tuned for more updates!
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09:00
Registration & Coffee
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09:30
Welcome Remarks
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09:35
The impact of higher rates, lower growth on Asia’s credit outlook
Moody's View on the Big Picture
- What are Moody’s macroeconomic forecasts for 2023 and 2024?
- What do recent rating changes reveal about Asia’s credit story?
- How do APAC default rates compare to global trends?
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09:50
How demographics, geopolitics and technology will reshape Asia
Macroeconomic and Keynote Panel on Asian Emerging Markets
- What does China’s evolving growth model mean for Asia?
- What are the risks and upside potential for ASEAN?
- What is the outlook for South Asia in this changing world?
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10:35
Networking & Coffee Break
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11:05
Shifting market conditions: Opportunity or risk?
Market View Panel
- How are you navigating the challenging macro-economic environment?
- How are issuers managing high borrowing costs and tighter funding conditions?
- What opportunities do you see arising out of the increasing focus on transition finance?
-
12:05
Accelerating the climate transition: Implications for debt capital markets
Moody's View on Sustainable Finance
- What are the key trends driving a faster transition to a lower carbon global economy?
- What are the risks and opportunities for financial markets?
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12:25
Summary Remarks
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12:30
Networking Lunch
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13:30
In-Focus Session: Round 1
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13:30
China Industrials
China industrial corporates: Is recovery losing steam?
- To what extent have Chinese industrial corporates across different sectors recovered?
- What are the challenges stalling a sustained recovery?
- What are the key offshore and onshore refinancing/issuance trends?
-
13:30
Commodities
Change is inevitable but is growth optional?
- How are producers planning to grow given elevated scrutiny on environmental risks?
- Are the best times for fossil fuel producers behind us?
- What are the key risk areas for commodity producers?
-
13:30
Infrastructure Finance
Financing the net-zero transition
- What is the impact of tighter funding conditions on infrastructure issuers?
- How will sustainable and transition finance facilitate infrastructure’s key role in decarbonization?
- Where are the opportunities to widen funding diversity for Infrastructure?
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14:30
In-Focus Session: Round 2
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14:30
China LGFVs
What risks lie beneath?
- Will LGFVs remain immune to public bond defaults?
- Will regional and local government have sufficient resources to provide timely support to their LGFVs?
- Will the central government step in to help LGFVs resolve their debts?
-
14:30
ASEAN Real Estate
Will credit quality get worse or has it bottomed out?
- How will the high interest rate environment affect home sales and asset valuations?
- What options do companies have amid tighter funding conditions ?
- Are companies still willing to honor their full debt obligations?
-
14:30
APAC Transportation
APAC transportation infrastructure: Driven by intra-regional flows?
- Has the positive momentum from China’s reopening run its course?
- How will growth in intra-regional trade help APAC ports?
- Can APAC airports capitalize on the likely rapid growth in passenger traffic in the region in the decade?
-
15:30
In-Focus Session: Round 3
-
15:30
China Property
How sustainable is the recovery of the Chinese property sector?
- Will national contracted sales continue to improve over the next 12 months?
- What are the key challenges to a sustainable recovery? Will there be further supportive policies?
- How will rated developers’ credit trends evolve?
-
15:30
India Corporates
How will credit profiles balance growth, decarbonization and inflation?
- What will be the growth drivers for Indian corporates?
- Can India benefit from global firms’ strategy to diversify supply chains?
- How are Indian corporates managing higher inflation and interest rates as well as the need to decarbonize?
-
15:30
Asia Power
What are the factors that might curb Asia’s carbon transition?
- Will high costs derail carbon transition in EM Asia?
- How will the near-term emphasis on energy security slow down the carbon transition trajectory?
- What are the other constraints on power companies’ energy transition plans?
-
16:15
End of Summit
-
09:00
Registration & Coffee
-
09:30
Welcome Remarks
-
09:35
The impact of higher rates, lower growth on Asia’s credit outlook
Moody's View on the Big Picture
- What are Moody’s macroeconomic forecasts for 2023 and 2024?
- What do recent rating changes reveal about Asia’s credit story?
- How do APAC default rates compare to global trends?
-
09:50
How demographics, geopolitics and technology will reshape Asia
Macroeconomic and Keynote Panel on Asian Emerging Markets
- What does China’s evolving growth model mean for Asia?
- What are the risks and upside potential for ASEAN?
- What is the outlook for South Asia in this changing world?
-
10:35
Networking & Coffee Break
-
11:05
Shifting market conditions: Opportunity or risk?
Market View Panel
- How are you navigating the challenging macro-economic environment?
- How are issuers managing high borrowing costs and tighter funding conditions?
- What opportunities do you see arising out of the increasing focus on transition finance?
-
12:05
Accelerating the climate transition: Implications for debt capital markets
Moody's View on Sustainable Finance
- What are the key trends driving a faster transition to a lower carbon global economy?
- What are the risks and opportunities for financial markets?
-
12:25
Summary Remarks
-
12:30
Networking Lunch
-
13:30
In-Focus Session: Round 1
-
13:30
China Industrials
China industrial corporates: Is recovery losing steam?
- To what extent have Chinese industrial corporates across different sectors recovered?
- What are the challenges stalling a sustained recovery?
- What are the key offshore and onshore refinancing/issuance trends?
-
13:30
Commodities
Change is inevitable but is growth optional?
- How are producers planning to grow given elevated scrutiny on environmental risks?
- Are the best times for fossil fuel producers behind us?
- What are the key risk areas for commodity producers?
-
13:30
Infrastructure Finance
Financing the net-zero transition
- What is the impact of tighter funding conditions on infrastructure issuers?
- How will sustainable and transition finance facilitate infrastructure’s key role in decarbonization?
- Where are the opportunities to widen funding diversity for Infrastructure?
-
-
14:30
In-Focus Session: Round 2
-
14:30
China LGFVs
What risks lie beneath?
- Will LGFVs remain immune to public bond defaults?
- Will regional and local government have sufficient resources to provide timely support to their LGFVs?
- Will the central government step in to help LGFVs resolve their debts?
-
14:30
ASEAN Real Estate
Will credit quality get worse or has it bottomed out?
- How will the high interest rate environment affect home sales and asset valuations?
- What options do companies have amid tighter funding conditions ?
- Are companies still willing to honor their full debt obligations?
-
14:30
APAC Transportation
APAC transportation infrastructure: Driven by intra-regional flows?
- Has the positive momentum from China’s reopening run its course?
- How will growth in intra-regional trade help APAC ports?
- Can APAC airports capitalize on the likely rapid growth in passenger traffic in the region in the decade?
-
-
15:30
In-Focus Session: Round 3
-
15:30
China Property
How sustainable is the recovery of the Chinese property sector?
- Will national contracted sales continue to improve over the next 12 months?
- What are the key challenges to a sustainable recovery? Will there be further supportive policies?
- How will rated developers’ credit trends evolve?
-
15:30
India Corporates
How will credit profiles balance growth, decarbonization and inflation?
- What will be the growth drivers for Indian corporates?
- Can India benefit from global firms’ strategy to diversify supply chains?
- How are Indian corporates managing higher inflation and interest rates as well as the need to decarbonize?
-
15:30
Asia Power
What are the factors that might curb Asia’s carbon transition?
- Will high costs derail carbon transition in EM Asia?
- How will the near-term emphasis on energy security slow down the carbon transition trajectory?
- What are the other constraints on power companies’ energy transition plans?
-
-
16:15
End of Summit
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