Tuesday, June 2

Opening remarks

8:55-9:00

Speaker:

Mr. Rig Karkhanis, Deputy Head of Global Markets; Head of Global Markets, Asia ex-Japan, Nomura
 

The global economic outlook

14:10 – 15:00

Moderator:

Mr. Rob Subbaraman, Head of Global Macro Research & Co-Head of GM Research, Nomura

Speakers:

Mr. Lewis Alexander, Chief US Economist, Nomura

Mr. George Buckley, Chief European Economist, Nomura

Mr. Ting Lu, Chief China Economist, Nomura

Mr. Takeshi Miwa, Chief Japan Economist, Nomura

Asian equity markets outlook

10:30 - 11:50

Moderator:

Mr. Jim McCafferty, Joint-Head of APAC Equity Research, Nomura

Speakers:

Mr. CW Chung, Head of Research, Korea and Pan-Asia Tech / Semiconductors Research, Nomura

Mr. Yunosuke Ikeda, Japan Equity Strategist, Nomura

Mr. Saion Mukherjee, Head of India Equity Research, Nomura

Mr. Chetan Seth, Equity Strategist, Nomura

Chinese economy and Chinese Strategies

12:00 - 12:50

Speakers:

Dr. Ting Lu, Chief China Economist, Nomura

Dr. Ting Gao, Head of Research and Chief of Strategy, Nomura Orient International Securities

India economy: The path after COVID-19

14:00 - 14:50

Speaker:
Ms. Sonal Varma, Chief Economist, India and Asia ex-Japan, Nomura

Global FX Strategy Outlook

15:00 - 15:50

Speakers:
Mr. Craig Chan, Head of Global FX Strategy, Nomura

Mr. Yujiro Goto, Head of FX Strategy Japan, Nomura

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Wednesday, June 3

10:00 - 10:50

Development of Consumer sector post COVID-19

Speakers:
Ms. Emily Lee, Analyst, Hong Kong / China Consumer Research, Nomura

Mr. Tushar Mohata, Head of Malaysia Equity Research, Nomura

Ms. Cara Song, Analyst, Korea Consumer & Healthcare Research, Nomura

11:00 - 11:50

Nomura: An APAC vision - Technology

Moderator:

Ms. Anne Lee, Analyst, Technology – Handset, EMS, Camera, and Components Research, Nomura

Speakers:

Mr. Bing Duan, Analyst, China Telecom and Technology Research, Nomura

Mr. Jeffrey Kvaal, Analyst, US Communications Equity Research, Instinet

Mr. Yu Okazaki, Analyst, Japan Consumer Electronics Sector, Nomura

Mr. Donnie Teng, Analyst, Greater China, Semiconductor & Technology Research, Nomura

12:00 - 12:50

Nomura: An APAC vision - Semiconductor

Moderator:
Mr. CW Chung, Head of Research, Korea and Pan-Asia Tech / Semiconductors Research, Nomura

Speakers:

Mr. Aaron Jeng, Head of Taiwan Research Technology - Semiconductors Research, Nomura

Mr. Donnie Teng, Analyst, Greater China, Semiconductor & Technology Research, Nomura

Mr. Tetsuya Wadaki, Analyst, Japan SPE Sector, Nomura

Mr. David Wong, Lead Analyst, Semiconductors, Instinet US

14:00 - 14:50

Asia Healthcare: Impact of COVID-19

Moderator:

Ms. Esther Wen, Analyst, China Healthcare and Pharmaceuticals Equity Research, Nomura

Speakers:

Mr. Raghvendra Divekar, Analyst, Japan Pharmaceutical & Healthcare, Nomura

Mr. Saion Mukherjee, Head of Equity Research, India, Nomura

15:00 - 15:50

Internet & Education - How COVID-19 is reshaping our industries and its lingering impact

Speakers:

Ms. Angela Hong, Analyst, Korea Autos Research, Nomura

Mr. Yoshitaka Nagao, Head of Japan Information & Telecommunication Research / Media Internet, Gaming & Amusement sector analyst, Nomura

Mr. Jialong Shi, Head of China Internet and Media Research, Nomura

Ms. Jessie Xu, Analyst, China Internet & Education Research, Nomura

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Thursday, June 4

9:00 - 9:50

Cross Asset strategy - Macro view- and positioning- update

Speaker:

Mr. Charlie Mcelligott, Cross-asset Macro Strategist, Americas, Nomura

10:00 - 10:50

Quant vs Fundamental in the crisis

Speaker:
Mr. Joseph Mezrich, Head of US Quantitative Analysis, Instinet

11:00 - 11:50

The 2H outlook for China property and property management market

Speaker:
Mr. Leif Chang, Head of China Property Equity Research, Nomura

12:00 - 12:50

"Post-pandemic" investment ideas from APAC perspective: Who should be winners in technology/product, region and customer industry?

Speakers:

Mr. Shaotang Lee, Analyst, Taiwan Technology Hardware Research, Nomura

Mr. Masayasu Noguchi, Analyst, Japan Machinery Sector, Nomura

Mr. Katsushi Saito, Joint-Head of APAC Equity Research / Head of Asia-Pacific Industrials Research, Nomura

Mr. Jamie Wang, Analyst, Greater China Energy / Material Research, Nomura

14:00 - 14:50

COVID-19 will reshape global auto industry: Deep capacity cuts from weaker carmakers as well as consumers preference toward personal mobility create opportunities for winners

Speakers:

Ms. Angela Hong, Analyst, Korea Autos Research, Nomura

Mr. Benjamin Lo, Head of Hong Kong Research & China Autos Research, Nomura

Mr. Masataka Kunugimoto, Head of Global Autos & Auto Parts Research, Nomura

Mr. Kapil Singh, Analyst, India Auto & Auto Parts Research, Nomura

15:00 - 15:50

Nomura ESG Perspectives: Capital Markets post COVID-19

Moderator:
Ms. Elodie Norman, Head of Senior Relationship Management, Asia ex-Japan, Nomura

Speakers:

Mr. Andrew Bowley, Wholesale Governance Officer, Nomura

Mr. John Goff, Co-Head of Investment Banking, Asia ex-Japan, Nomura

Mr. Jim McCafferty, Joint-Head of APAC Equity Research, Nomura

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