Agenda at a glance
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Day 1
Tuesday, June 2
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Opening remarks
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The global economic outlook
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Asian equity markets outlook
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Chinese economy and Chinese strategies
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India economy: The path after COVID-19
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Global FX Strategy Outlook
Day 2
Wednesday, June 3
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Development of Consumer sector post COVID-19
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Nomura: An APAC vision - Technology
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Nomura: An APAC vision - Semiconductor
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Asia Healthcare: Impact of COVID-19
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Internet & Education - How COVID-19 is reshaping our industries and its lingering impact
Day 3
Thursday, June 4
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Cross Asset strategy - Macro view- and positioning- update
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Quant vs Fundamental in the crisis
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The 2H outlook for China property and property management market
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"Post-pandemic" investment ideas from APAC perspective: Who should be winners in technology/product, region and customer industry?
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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
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Nomura ESG Perspectives: Capital Markets post COVID-19