リスク管理の重要性がこれまで以上に高まる中、トランプ政権下で変化が予想される世界の貿易環境を理解することは、自社の事業への悪影響をできる限り抑えつつビジネスチャンスを探る上で極めて重要です。大統領就任式と就任後の貿易政策の発表が近づく中、アジア太平洋地域は、重要な岐路に立ち、大きな影響を受けようとしています。
このウェビナーでは、トランプ氏の貿易政策によってもたらされる可能性がある経済的変化を明らかにし、そこから戦略的な知見を引き出します。
主な論点:
- 関税の経済的影響: 新しい関税措置がコスト構造、サプライチェーン、および収益性にどのような影響を与え得るかを理解します。
- 投資先のシフト: 貿易政策の変更により、アジア太平洋地域の投資環境と投資機会がどのように変化するかを探ります。
- 貿易のデカップリング: 世界貿易における潜在的なデカップリングの広範な影響とリスクを軽減するための戦略を評価します。
このウェビナーは、経済環境の変化に沿ってビジネス戦略を調整し、新たな貿易政策に直面しても組織が耐性と競争力を維持できるようにするための、エキスパートによる知見を紹介します。ぜひ奮ってご参加ください。
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SpeakersSteve Cochrane Chief APAC Economist Moody's Analytics
Katrina Ell Deputy APAC Chief Economist Moody's
Stefan Angrick Head of Japan and Frontier Market Economics Moody's Analytics
Harry Murphy Cruise Head of China and Australia Economics 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 the 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.
Harry Murphy Cruise is a Head of China and Australia Economics at Moody’s, based in Sydney. Harry is responsible for covering the Chinese and Australian economies, as well as managing Moody’s’ 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.