外需の弱さに内需の鈍化が加わり、アジアの先進国の成長は勢いを失っています。インフレ率は低下傾向にあるものの、快適というには依然高すぎるため、家計と企業は支出に消極的になっています。対外的な見通しは、中国の回復の遅れ、米国の個人消費のサービス志向へのシフト、および技術サイクルの低迷によって複雑になっています。この地域はグローバル・サプライチェーンへの依存度が高いため、商品価格ショックや地政学的摩擦の影響に脆弱です。ただし、すべてが悲観的というわけではありません。将来は、アジアの先進国市場にとって課題と同時に機会ももたらします。
トピック
- アジアの先進国市場の向かい風と追い風
- インフレと金融政策の見通し
- 為替レートと投資フローの影響
- 見通しに対するリスク
このウェビナーでは、日本、韓国、台湾、シンガポール、および香港の経済見通しについて解説します。皆さまのご参加を心よりお待ちしております。
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SpeakersSteve Cochrane Chief APAC Economist Moody's
Katrina Ell Head of Asia Economics Moody's
Stefan Angrick Head of Japan and Frontier Market Economics Moody's
Denise Cheok Assistant Director - Economist Moody's
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Steven G. Cochrane, PhD, is Chief APAC Economist with Moody’s. He leads the Asia economic analysis and forecasting activities of the Moody’s research team, as well as the continual expansion of the company’s international, national and subnational forecast models. In addition, Steve directs consulting projects for clients to help them understand the effect of regional economic developments on their business under baseline forecasts and alternative scenarios. Steve’s expertise lies in providing clear insights into an area’s or region’s strengths, weaknesses and comparative advantages, relative to macro or global economic trends.
A highly-regarded speaker, Dr. Cochrane has provided economic insights at hundreds of engagements over the past 20 years and has been featured on CNBC, CNA, Bloomberg TV, Wall Street Radio, and the PBS News Hour. Through his research and presentations, Steve dissects how various components of the macro and regional economies shape patterns of growth. His extensive expertise on U.S. and global economic issues makes also him a popular speaker at client conferences and executive briefings.
Steve holds a PhD from the University of Pennsylvania and is a Penn Institute for Urban Research Scholar. He also holds a master's degree from the University of Colorado at Denver and a bachelor's degree from the University of California at Davis.
Katrina Ell is a Head of Asia Economics in the Sydney office of Moody’s. Katrina manages the Asia-Pacific edition of Economy.com and is responsible for the research, analysis and forecasting of economies throughout the Asia-Pacific region, with a particular focus on Australia and New Zealand. Katrina is regularly quoted by international media such as CNBC, Bloomberg, the Wall Street Journal, Financial Times and Sky News. She previously worked as an analyst at the Australian Prudential Regulation Authority. Katrina received her bachelor’s degree in economics (honours) from Macquarie University and is currently completing her Masters in Applied Economics at Macquarie University.
Stefan Angrick is a Head of Japan and Frontier Market Economics at Moody's in Tokyo. He holds a master's degree from Leipzig University and a PhD from the National Graduate Institute for Policy Studies in Tokyo. He has previously held positions with Oxford Economics, the Asian Development Bank Institute, the Bank of Finland, and Keio University.
Denise Cheok is an economist at Moody’s Analytics in Singapore. She is responsible for forecasting and analyzing metropolitan economies across the AsiaPacific region. She writes on a variety of topics on Economic View particularly on Southeast Asia. Denise holds a bachelor’s degree in Economics from the National University of Singapore, and a master’s degree in Economics from the University of British Columbia. Prior to joining Moody’s Analytics, Denise previously worked as a trade policy researcher at the Asia-Pacific Economic Cooperation