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