Deep Dive: Asia ex China
South and South East Asia: The path to normalization
Uneven vaccination rates continue to pose challenges to economic recovery, requiring additional fiscal support and pushing back the timetable for policy normalization. At the same time, the region is uniquely positioned for opportunities in the reconfiguration of supply chains. Political tensions are also surfacing, given rising social tensions during the pandemic.
- What are the key challenges the region faces in normalizing fiscal and monetary policy?
- How is the region positioned for supply chain reconfiguration?
- How will political risk affect credit conditions for this region in 2022 and beyond?
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SpeakersChristian de Guzman Senior Vice President, Sovereign Risk Moody's Investors Service
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Christian de Guzman is a Senior Vice President with Moody’s Sovereign and Sub-Sovereign Risk Group. Based in Singapore, he covers a portfolio of sovereigns and multilateral development banks in Asia Pacific, including Japan, India and a number of Southeast Asian credits, while also managing the team responsible for sub-sovereign ratings in Asia ex-China.
Christian joined Moody’s in 2009, after working as a Senior Economist for the Monetary Authority of Singapore, covering ASEAN economies. He has also held various positions with the Research Department at the International Monetary Fund in Washington DC, and Procter & Gamble in Singapore.
Christian was a Phi Beta Kappa graduate in Economics and Political Science at the University of Georgia and received his M.A. in International Economics and Southeast Asian Studies from the Johns Hopkins University School of Advanced International Studies.