アジア太平洋地域経済の見通し: 来年に期待
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アジア太平洋地域は今年、圧力にさらされてきました。世界的な金融引締めの波が、輸出や内需の足かせとなり、インフレ率は依然として不安定です。中国の期待外れの景気回復はさらなる重荷となっています。
借入コストの上昇は長期化が見込まれますが、2024年に向けて改善の兆しもいくつか見え始めています。より広範な指標は依然不透明であるものの、中国の内需が少なくとも底を打ったという初期の兆候がみられています。また、韓国と台湾で生産されるハイエンド・チップの需要が強まり、世界の技術サイクルの下降局面は、曲がり角に差し掛かっている様子です。
このウェビナーでは、ムーディーズ・アナリティックスのエコノミストのSteve Cochrane、Katrina Ell、Stefan Angrick、およびHarry Murphy Cruiseがアジア太平洋地域の現状と2024年の見通しについて解説します。
ぜひ奮ってご参加ください。
論点:
- 2024年の成長率、インフレ率、および金融政策の見通し
- 中国、インド、日本がアジア太平洋地域の情勢にどのような影響を与えるか
- 地政学に関する詳細と中国および米国の重要な関係が同地域にどのような影響を及ぼしているか
- 東南アジアがサプライチェーンの構造変化からどのような恩恵を受けるかについての見解
*英日同時通訳をご用意しております。
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SpeakersSteve Cochrane Chief APAC Economist Moody's Analytics
Katrina Ell Director-Economic Research Moody’s Analytics
Stefan Angrick Senior Economist Moody's Analytics
Harry Murphy Cruise Economist Moody's Analytics
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Steven G. Cochrane, PhD, is Chief APAC Economist with Moody’s Analytics. He leads the Asia economic analysis and forecasting activities of the Moody’s Analytics 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 Director-Economic Research in the Sydney office of Moody’s Analytics. 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 an associate director and senior economist at Moody's Analytics 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.
Harry Murphy Cruise is an economist at Moody’s Analytics, based in Sydney. Harry is responsible for covering the Chinese and Australian economies, as well as managing Moody’s Analytics’ subnational Asia Pacific forecasts. Harry is regularly quoted by international media such as CNBC and Bloomberg. He holds a master’s degree in international and development economics from the Australian National University and a Bachelor of Arts and Commerce from Monash University.