Tuesday, June 7

08:55 - 09:00

Opening Remarks

Speaker:

Mr. Rig Karkhanis, Global Head of FX and Emerging Markets & Deputy Head of Global Markets, Head of Global Markets, AEJ, Nomura

09:00 - 10:20

The Global Economic Outlook

Moderator:

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

 

Speakers:

Mr. Robert Dent, US Economist, Nomura

Dr. George Buckley, Chief European Economist, Nomura

Dr. Ting Lu, Chief China Economist, Nomura

Mr. Takashi Miwa, Chief Japan Economist, Nomura

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

10:30 - 11:50

Asian Equity Markets Outlook

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, Chief Equity Strategist & Head of Macro Strategy Japan, Nomura

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

Mr. Chetan Seth, Equity Strategist, Nomura

12:00 - 13:20

The Challenges of Post-Pandemic Economies and US-China Relations

Speaker:

Mr. Richard Koo, Chief Economist, Nomura Research Institute 

14:00 - 14:50

2H 2021 Asia Credit Outlook

Moderator:

Mr. Nicholas Yap, Head of Asia ex-Japan Flow Credit Desk Analysts

 

Speakers:

Mr. Dhiraj Bajaj, Head of Asia Fixed Income, Lombard Odier

Mr. Rob Subbaraman, Head of Global Macro Research & Co-Head of GM Research, Nomura
Mr. Andy Suen, PM and Head of Asia ex-Japan Credit Research, Pinebridge
Mr. Timothy Tay, Head of APAC Credit, Chief Investment Office, UBS Global Wealth Management

Mr. Frank Zheng, Portfolio Manager, Head of Overseas Fixed Income Investment, China Asset Management

15:00 - 15:50

Nomura's Top FX Rates and  Views

Speakers:

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

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

Mr. Jordan Rochester, FX Strategist in the G10 Currency Strategy, Nomura

Mr. Albert Leung, Head of Asia ex-Japan Rates Strategy, Global Markets Research

16:00 - 16:50

India: Policy Priorities Amid Global Turbulence

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

Speaker:

Dr. T. V. Somanathan, Finance Secretary of India

17:00 - 17:50

Keynote Address: The Geopolitics of Ukraine

Moderator:

Dr. Ting Lu, Chief China Economist, Nomura

Speaker:

Prof. John Mearsheimer, R. Wendell Harrison Distinguished Service Professor in the Political Science Department, The University of Chicago

 
Wednesday, June 8

08:55 - 09:00

Welcome Remarks

Speaker:

Mr. Yutaka Nakajima, Head of Global Markets, Nomura 

09:00 - 09:50

Keynote Address: Outlook for the Fed’s Normalization and the Global Financial Environment

Moderator:

Mr. Robert Dent, US Economist, Nomura

Speaker:

Dr. Richard Clarida, 21st Vice Chair of the Federal Reserve

10:10 - 10:50

ASEAN - Containing inflation risks in a transition year

Moderator:
Mr. Euben Paracuelles, Chief ASEAN Economist, Nomura

Speakers:

Dr Benjamin Diokno, Governor, Bangko Sentral ng Pilipinas (BSP) (Invited)

11:00 - 11:50

China’s 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

12:00 - 13:00

Keynote Address: Singapore’s Vision on Building a Competent Workforce

Speaker:

Dr. Tan See Leng, Minister for Manpower, Government of Singapore

13:00 - 13:50

How Japan’s First Snowboarding Gold Can Inspire ‘New Capitalism'

Moderator:

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

Speaker:

Dr. Nancy Snow, Fulbright scholar alumnus to Germany and Japan Pax Mundi ("Distinguished") Professor of public diplomacy, Foreign Studies, Kyoto University

14:00 - 14:50

The Global EV Landscape: Future of Autonomous Driving

Moderators:
Mr. Masataka Kunugimoto, Joint Head of APAC Equity Research, Nomura
Mr. David Wong, Co-Head of APAC Technology Research, Nomura

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

Speaker:

Mr. Tu Le, Founder and Managing Director, Sino Auto Insights

15:00 - 15:50

Into the Metaverse with Ledger

Moderator:

Mr. Olivier Dang, COO, Wholesale Digital Office, Nomura

Speaker:

Mr. Pascal Gauthier, CEO, Ledger

16:00 - 16:50

Moderator:

Mr. David Wong, Co-Head of APAC Technology Research, Nomura

Speaker:

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

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

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

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

An APAC Vision - Upstream & Downstream Technology

17:00 - 17:50

Moderator:

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

Speakers:

Mr. Tushar Mohata, Head of Malaysia Equity Research, Nomura   
Mr. Saion Mukherjee, Head of India Equity Research, Nomura   

Nomura Equity Research: Our ESG Findings

18:00 - 19:30

Grand Ballroom Foyer (Level 1), The Ritz-Carlton, Millenia Singapore

Cocktail Reception

 
Thursday, June 9

09:00 - 09:50

Keynote Address: A Conversation with Carmen Reinhart

Moderator:

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

Speaker:

Dr. Carmen M. Reinhart, Vice President & Chief Economist, World Bank

10:00 - 10:50

Cross-Asset Strategy: As the Cycle Turns

Speaker:

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

11:00 - 11:50

Biotech and the Future of US-China Relations: Risks and Opportunities

Moderator:​

Mr. Jialin Zhang, Head of China Healthcare Research, Nomura

Speaker:

Dr. Scott Moore, Director of China Programs and Strategic Initiatives, University of Pennsylvania

12:00 - 12:50

The Chinese economy in 2022: Challenges and policy solutions

Moderator:

Dr. Ting Lu, Chief China Economist, Nomura

Speaker:

To be confirmed

13:00 - 13:50

Sustainability in the Energy Sector and ESG investment opportunities

Moderator:

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

Speakers:

Mr. Liu Genyu, Executive Director and CEO, China Nuclear Energy Technology Corporation Limited
Ms. Cynthia Zhang, Founding Partner of FutureX Capital and Former Managing Director of China AMC Capital Management Company

14:00 - 14:50

Display market: Key Technology Trend and Outlook Ahead

Moderator:

Mr. Joel Ying, Analyst, China Telecom and Technology Research, Nomura

Speaker:

Mr. Calvin Lee, CEO, Display Supply Chain consultants (DSCC) Korea

15:00 - 15:50

India Macro & Markets Outlook

Speakers:

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

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

Mr. Nathan Sribalasundaram, Southeast Asia and India Rates Strategist, Nomura

16:00 - 16:30

ESG in Korea: The "S" Factor

Moderators:

Mr. Andrew Bowley, Wholesale Governance Officer, Nomura

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

Speaker:

Dr. Peter Matanle, School of East Asian Studies, Senior Lecturer in Japanese Studies, University of Sheffield

16:30 - 17:00

ESG Data: What It Does or Doesn't Tell You

Moderators:

Ms. Xylona Lam, ESG Equity Sales Specialist, Nomura
 

Speaker:

Ms. Elsa Pau, Founder and CEO,  BlueOnion

17:00 - 17:50

Token Economies in the Balance

Moderator:

Mr. Mark Cheng, Founding Partner of GameFi Ventures & Senior Advisor to Animoca Brands

Speakers:

Mr. Sebastien Borget, Co-Founder and COO, Sandbox
Ms. Beryl Li, Co-Founder, Yield Guild Games (YGG)
Mr. Jeff Zirlin, Co-Founder & Growth Lead, Sky Mavis