Where are the risks in an
EM snapback?
Where are the risks in an
EM snapback?
Where are the risks in an
EM snapback?
The Belt and Road Initiative:
Globalization, China Style
The Belt and Road Initiative:
Globalization, China Style
Day 1 - September 5
08:55 - 09:00
Opening Remarks
Speaker:
Mr. Kenji Teshima, Senior Managing Director of Nomura Holdings, Inc., Representative Director & CEO of Nomura APAC Holdings Co., Ltd, Head of China Committee
09:00 - 09:50
The Global Economic Outlook
Moderator:
Mr. Rob Subbaraman, Head of Global Macro Research & Co-Head of GM Research, Nomura
Speakers:
Mr. Aichi Amemiya, Senior US Economist, Nomura
Dr. George Buckley, Chief European Economist, Nomura
Dr. Kyohei Morita, Chief Japan Economist, Nomura
Ms. Sonal Varma, Chief Asia ex-Japan Economist, Nomura
10:00 - 10:50
China Economic and Equity Market Outlook
Speakers:
Dr. Ting Gao, Head of Research and Chief of Strategy, Nomura Orient International Securities
Dr. Ting Lu, Chief China Economist, Nomura
11:00 - 11:50
China FX and Fixed Income Outlook
Speakers:
Mr. Craig Chan, Head of Global FX Strategy, Nomura
Mr. Hoe Lon Leng, Global Head of FX Flow and EM Linear Rates Trading, Nomura
Mr. Albert Leung, Head of Asia ex-Japan Rates Strategy, Global Markets Research, Nomura
Mr. Nicholas Yap, Head of Asia ex-Japan Flow Credit Desk Analysts, Nomura
12:00 - 13:20
Lunch Keynote: Chinese Economic Challenges Today Versus Japanese Economic Challenges 30 Years Ago
Moderator:
Dr. Ting Lu, Chief China Economist, Nomura
Speaker:
Mr. Richard Koo, Chief Economist, Nomura Research Institute
13:30 - 14:20
Japan Equity Strategy: Discovering Long-term Potentials
Speaker:
Mr. Yunosuke Ikeda, Chief Equity Strategist, Japan, Nomura
14:30 - 15:20
The Future of China Semiconductor – Challenges and Solutions
Moderators:
Mr. Aaron Jeng, Head of the Taiwan region Research Equity Research, Greater China Semiconductor & Technology Research, Nomura
Mr. Donnie Teng, Analyst, Greater China Semiconductor & Technology Research, Nomura
Speakers:
Mr. Leslie Wu, CEO, Dalian Ronghe Enterprise Management Consulting Co., Ltd
Mr. Alex Zhang, Analyst, ICWise
15:30 - 16:20
Deep Tech Investing in the Current Environment: The Investor Perspective
Moderator:
Mr. Aaron Jeng, Head of the Taiwan region Equity Research, Greater China Semiconductor & Technology Research, Nomura
Mr. Donnie Teng, Analyst, Greater China Semiconductor & Technology Research, Nomura
Speaker:
Mr. Shaun Lim, Co-President and Partner, HOPU Investments, Head, HOPU-ARM Innovation Fund
16:30 - 17:20
The Evolution of Consumption Trends after the Collapse of Japan's Bubble Economy
Moderator:
Ms. Yingqiu Zhang, Consumer Discretionary Research, Nomura Orient International Securities
Speaker:
Mr. Jifeng Zhang, Deputy Director and Researcher of the Japan Research Institute, Chinese Academy of Social Sciences
Day 2 - September 6
09:00 - 09:50
The development of AI large models and AIGC applications
Moderator:
Mr. Bing Duan, Analyst, China Telecom and Technology Research, Nomura
Speakers:
Mr. Weixin Tsai, Technical Lead Manager, Microsoft Office Product Group
Mr. Tianxiang Sun, Principal Developer of Fudan Moss Project, School of Computer Science and Technology, Fudan University
10:00 - 10:50
Autonomous Driving: Outlook of City NOA Functions and Potential Impact for the Intelligent Supply Chain
Moderator:
Mr. Joel Ying, Analyst, China Auto & Parts, Technology & Telecom Research, Nomura
Speaker:
Mr. Kaijun Qiu, Chief Editor, EV Observer and Cyber Car
11:00 - 11:50
Exploring China's New Consumption Trends Shaping Future Growth
Moderator:
Mr. Jizhou Dong, China Consumer & Property Research, Nomura
Speaker:
Mr. Shaun Rein, Founder and Managing Director, China Market Research Group (CMR)
12:00 - 13:20
Lunch Keynote: China's Property Market Outlook
Moderator:
Dr. Ting Gao, Head of Research and Chief of Strategy, Nomura Orient International Securities
Speaker:
Dr. Ning Zhu, Senior partner and Head of China for Brunswick Group, Faculty fellow, International Center for Finance, Yale University
13:30 - 14:20
How AI can Reform the Education Industry
Moderator:
Mr. Jialong Shi, Head of China Internet Equity Research, Nomura
Speaker:
Dr. Feng Zhou, Chief Executive Officer and Director, Youdao, Inc.
14:30 - 15:20
Navigating through the Solar Cycles
Moderators:
Mr. Frank Fan, Analyst, Greater China Advanced Manufacturing Research, Nomura
Mr. Xiaoming Ma, Head of Power Equipment and New Energy Research, Nomura Orient International Securities
Speaker:
Mr. Wenjing Wang, CTO, Huasun Energy
15:30 - 16:20
China Medical Insurance Policy and New Drugs Pricing Strategy
Moderator:
Mr. Jialin Zhang, Head of China Healthcare Research, Nomura
Speakers:
Dr. Vivian Chen, Professor, Research Institute for Hospital Management of Tsinghua University
第二天 - 9月6日
09:00 - 09:50
人工智能大模型和AIGC应用的发展
主持人:
段冰先生, 野村中国香港科技及电讯行业分析师
演讲嘉宾:
蔡玮鑫先生, 微软 Office Product Group 技术负责人
孙天祥先生, 复旦大学复旦Moss项目主开发者，计算机科学技术学院博士研究生
10:00 - 10:50
自动驾驶：展望城市辅助驾驶功能及对智能汽车产业链的影响
主持人:
应重熙先生, 野村中国香港汽车与零部件、科技及电讯行业分析师
演讲嘉宾:
邱锴俊先生, 《电动汽车观察家》创始人、总编辑, 《赛博汽车》总编辑
11:00 - 11:50
探索塑造未来增长的中国新消费趋势
主持人:
董季舟先生, 野村中国香港消费行业分析师
演讲嘉宾:
雷小山先生, China Market Research Group (CMR) 的创始人，董事总经理
12:00 - 13:20
主题演讲: 中国房地产市场展望
主持人:
高挺博士, 野村东方国际证券部总经理、A股首席策略分析师
演讲嘉宾:
朱宁博士, 博然思维高级合伙人兼中国区主管, 耶鲁大学国际金融中心研究员
13:30 - 14:20
人工智能对教育行业的改革
主持人:
史家龙先生, 野村中国互联网研究主管
演讲嘉宾:
周枫博士, 网易有道首席执行官、公司董事
14:30 - 15:20
光伏：能源转型趋势
主持人:
樊杨先生, 野村大中华区先进制造业分析师
马晓明先生, 野村东方国际证券研究部, 电力设备与新能源行业首席分析师
演讲嘉宾:
王文静先生, 华晟新能源CTO
15:30 - 16:20
中国医疗保险政策与新药定价策略
主持人:
张佳林先生, 野村中国香港医药研究部主管
演讲嘉宾:
陈怡博士, 清华大学医院管理研究院教授，研究员
Disclaimer:
This event is being jointly organized by Nomura International Hong Kong Ltd(“NIHK”) and Nomura Orient International Securities Co Ltd (“NOI”) for their respective clients and/or potential clients for their general information and education. NIHK which is regulated by the Securities and Futures Commission in Hong Kong SAR, and is not licensed to provide financial products and services in the PRC. This event does not constitute an offer or a solicitation of an offer to buy or sell financial products or services to you. NIHK and NOI may invite representative of their affiliates or other third-party organizations to join as guest speaker but neither NIHK nor NOI have sought to independently verify the view and information that you may receive from such speaker or the institution he/she represents during the event and make no representations or warranties as to accuracy, completeness or reliability of such view and information. Neither NIHK nor NOI takes any responsibility for that information whatsoever.
I hereby acknowledge that I am registering a conference co-hosted by Nomura International Hong Kong Ltd(“NIHK”) and Nomura Orient International Securities Co Ltd (“NOI”) and agree that, for the purpose of facilitating the organization of the conference, my name, my company name, title and my contact details as used for the registration of the conference may be shared between NIHK and NOI.
声明:
本次活动由野村国际香港有限公司（“NIHK”）和野村东方国际证券有限公司（“NOI”）联合举办，供其各自客户和/或潜在客户获取一般信息和教育。NIHK 受香港特别行政区证券及期货事务监察委员会监管，未获准在中国境内提供金融产品和服务。本活动不构成对您购买或出售金融产品或服务的要约或招揽。NIHK 和 NOI 可能会邀请其附属机构或其他第三方组织的代表作为演讲嘉宾加入，但 NIHK 和 NOI 均未独立核实您在本活动期间可能从该演讲者或其代表的机构收到的观点和信息，对这些观点和信息的准确性、完整性或可靠性不作任何陈述或保证。 NIHK 和 NOI 均不对这些信息承担任何责任。您亦不得在本活动中讨论、或者诱导演讲者等与会者披露敏感信息等以任何方式谈及任何敏感信息，否则您应自行承担该等行为可能导致的任何后果，NIHK和NOI保留追究相关法律责任的权利。
请注意，本活动可能会被记录。如为满足所适用的监管要求或根据相关上市公司请求，该活动的录音、电话记录和/或其他相关材料可提供给当地交易所或监管机构或上市公司，并在上市公司的相关网站上发布。NIHK 和 NOI 将出于与本次活动和未来活动相关的目的处理您的个人数据，例如活动的一般管理和组织，或邀请您参加您可能感兴趣的未来活动。您的个人数据可能会被共享予上述活动的第三方，例如相关上市公司或当地交易所或监管机构；场地提供者和其他参与活动管理的第三方。在符合法律法规要求的前提下，应上市公司第三方演讲嘉宾的要求，我们可能会与他们共享您的个人数据以供他们记录和/或让他们与您所代表的组织联系以加强投资者关系。 NIHK 和 NOI 不负责也不控制相关上市发行人对您个人数据的使用，这将遵循他们自己的隐私政策。如果您不希望您的个人数据以上述方式被分享，您可以选择不注册该活动。通过注册活动，您承认并同意上述条款。本次活动包含由NIHK和NOI联合举办的调研活动，不构成NIHK和NOI的任何投资建议、推介或宣传。未经授权，请勿通过任何形式传播非公开信息。投资有风险，入市需谨慎。