State of Nations 2025 - APAC Edition

Fiscal futures and geopolitical risks: What lies ahead for APAC?

Virtual Event

Join thousands of key credit analysts for Moody’s Outlook season at our annual State of Nations APAC event. State of Nations features our latest APAC sovereign outlook, alongside leading experts interpreting risks for 2025.
Don’t miss out - register now.

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Danny Quah Dean Lee Kuan Yew School of Public Policy, National University of Singapore Bio

Key focus areas:


Agenda

09:05 - 09:45
SGT

In Conversation with Professor Danny Quah, Dean, LKY School of Public Policy at the National University of Singapore

09:45 - 09:55
SGT

Global Debt Dynamics

Fiscal trade-offs between consolidation and urgent spending priorities will determine long-term government debt trajectories. Using the latest Moody’s data, this session will cover trends and projections for government debt across advanced economies, emerging markets, and frontier markets.

09:55 - 10:30
SGT

Sovereign Outlook

  • How are Asian governments faring on sovereign debt consolidation? Do they have capacity to address climate, social and defense risks?
  • How will shifts in the global monetary cycle affect debt affordability?
  • What is the growth outlook for major economies in the region (eg China, Japan)?
  • How will the outcome of the US elections affect the region?

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Danny Quah Dean Lee Kuan Yew School of Public Policy, National University of Singapore Bio
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Gene Fang Associate Managing Director, Sovereign Risk Moody's Ratings Bio
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David Rogovic Vice President - Senior Credit Officer, Sovereign Risk Moody's Ratings Bio
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Deborah Tan Vice President - Senior Analyst, Credit Strategy and Standards Moody's Ratings Bio
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Martin Petch Vice President - Senior Credit Officer, Sovereign Risk Moody's Ratings Bio
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Marcus Yiu Analyst, Sovereign Risk Group Moody's Ratings Bio
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Anushka Shah Vice President – Senior Credit Officer, Sovereign Risk Group Moody's Ratings Bio

Themes:


As growth and inflation stabilize, can policymakers refocus efforts on fiscal repair? • What are the emerging challenges to fiscal consolidation in the region?
• How will climate finance impact government budgets in the region?
• Over the long-term, will structurally higher inflation mean continued high interest rates, and what would that imply for APAC growth prospects?
How will geopolitical trends, including the US election outcome, impact credit risk in the region? • What does the US election outcome imply for regional hot spots, such as the Korean Peninsula and the Taiwan Straits?
• Who are the key winners and losers from shifting trade patterns?
• Will military expenditures rise and can budgets accommodate?
Can the advent of GenAI counter structural challenges from ageing and slowing productivity in APAC? • Are governments doing enough to prepare for the impact of AI?

Why attend?