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Day 1
Tuesday, June 2
  • Opening remarks

  • The global economic outlook

  • Asian equity markets outlook

  • Chinese economy and Chinese strategies

  • India economy: The path after COVID-19

  • Global FX Strategy Outlook

Day 2
Wednesday, June 3
  • Development of Consumer sector post COVID-19

  • Nomura: An APAC vision - Technology

  • Nomura: An APAC vision - Semiconductor

  • Asia Healthcare: Impact of COVID-19

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

Day 3
Thursday, June 4
  • Cross Asset strategy - Macro view- and positioning- update

  • Quant vs Fundamental in the crisis

  • The 2H outlook for China property and property management market

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

  • 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

  • Nomura ESG Perspectives: Capital Markets post COVID-19

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