In-Person Event
Asia Credit Markets Summit 2026 - Hong Kong
Risk, Resilience and Reconfiguration
Four Seasons Hotel, Hong Kong
Map
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08:15
Inside the rise of hybrids and convertibles
PRE-CONFERENCE WORKSHOP (OPTIONAL) - 45 mins
- What is driving the resurgence in hybrid instruments, convertible & exchangeable bonds across APAC since 2025?
- How are hybrid structures evolving and why are notching outcomes diverging?
- How do we assess equity credit for hybrids and what are the credit implications?
- What are the common features of rated convertible and exchangeable bonds and how do they affect credit?
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09:00
Registration & coffee
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09:30
Introduction
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09:35
The great rewiring: Fragmentation, resilience and credit risk
BIG PICTURE PRESENTATION
- How are geopolitics, trade shifts and energy security changing the outlook for growth and credit?
- How resilient are sovereigns, companies and financial markets in a more fragmented environment?
- Are markets fully pricing the structural shifts in trade, capital flows and technology?
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09:50
Reconfiguring growth with technology
MACRO FIRESIDE CHAT
- As trade, capital and technology become more fragmented, what will drive the next phase of China's economic growth?
- What do shifting trade corridors and industrial policies mean for North Asia growth and credit differentiation amongst corporates?
- Is AI becoming a genuine new growth engine for North Asia, or simply another investment cycle with uncertain returns?
- Can technology-driven consumption compensate for weaker property-related wealth effects and demographic headwinds for China?
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10:40
Coffee break
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11:10
Navigating a fragmenting world
MARKET VIEW PANEL
- As companies diversify supply chains amidst policy shifts, which sectors or companies are more resilient, and which may find their business models challenged?
- To what extent has Chinese government's "rebalancing growth drivers" policy worked, and what kind of credit impact have we seen on corporates?
- Is AI a "bubble" for companies in North Asia? How are companies across sectors adopting AI, how are they funding such adoption, and how are investors participating in this growth?
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12:00
Networking lunch
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Breakout round 1
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13:00Power utilities
Balancing growth, energy transition and digital disruption
- What factors are driving power demand and supply in key APAC markets?
- How can key APAC data center markets advance the energy transition while balancing energy security needs?
- What are the opportunities and challenges for APAC power utilities?
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13:00Consumer markets and real estate
Wealth effects and wallets: Consumption rewired
- How are technology, policy support and service-led consumption offsetting structural weakness in traditional retail channels in China?
- How do shifting household wealth dynamics reshape consumption patterns?
- How durable is the rebound in office, retail and residential property demand in Hong Kong, and what factors could derail the recovery?
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Breakout round 2
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14:00New technologies
Chips, cars and supply chain shifts
- How are AI and EV demands reshaping semiconductor and technology supply chains?
- Does technology convergence create shared bottlenecks and cross-sector vulnerabilities?
- Which parts of the tech value chain will benefit and which may come under pressure?
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14:00Commodities and energy supply chain
Changing order for Asia’s commodities and supply chains
- How are geopolitics and policy interventions reshaping commodity and industrial sectors?
- Can oversupplied industries such as chemicals and new energy rebound, or is deeper restructuring inevitable?
- How will companies adjust capex and leverage to a shifting competitive and technology landscape?
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15:00
Spending to compete: US and China hyperscalers in the AI investment race
THEMATIC VIEW PANEL
- Is China's AI spending bigger than it looks?
- Will monetization catch up with spending?
- How will credit quality change over time?
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15:45
Closing remarks
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