アジア太平洋地域は、見通しはポジティブであるものの、域内および世界の大きな不確実性に直面しています。このウェビナーでは、2025年のアジア太平洋地域の経済見通しについて詳しく解説します。示唆に富む内容となっておりますので、ぜひ奮ってご参加ください。
主な論点:
- 域内の不確実性: 中国と日本の内需の弱さと軟調な輸出見通しが相まって、厳しい環境となっている。中国における刺激策は依然不透明。
- 世界の経済情勢: 欧州は景気後退の瀬戸際にあり、米国経済は減速している。そのため、アジアへの追い風はほどんどない。
- 貿易と投資: 中国製品は米国からの高い関税に直面し、特にベトナムなどその他の対米貿易黒字国は、精査の対象となっている。この地域の貿易と投資支出は、悪化し始めている。
- セクター・ハイライト: 半導体およびその他高付加価値輸出が、台湾と韓国に活力を与えるとみられる一方、投資支出はインドの継続的な成長を支える。
参加すべき理由：
- 独自の知見: 2025年のアジア太平洋地域の成長の源と同地域経済を弱める可能性のあるリスクについて、包括的に理解することができます。
- 専門家の分析: 業界専門家による実用的な知見や分析を得ることができます。
- 双方向型セッション: 当社専門家とのQ&Aセッションにライブで参加し、ご質問に対する回答を即時に得ることができます。
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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
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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.