Where are the risks in an
EM snapback?
Where are the risks in an
EM snapback?
Where are the risks in an
EM snapback?
The Belt and Road Initiative:
Globalization, China Style
The Belt and Road Initiative:
Globalization, China Style
Wednesday, June 3
08:55 - 09:00
Opening Remarks
Speaker:
Mr. Anshul Sidher, Head of Global Markets, Asia ex-Japan and Co-Head of Global FX & Emerging Markets, Nomura
09:00 - 10:30
The Global Economic Outlook
Moderator:
Mr. Rob Subbaraman, Head of Global Macro Research, Nomura
Speakers:
Dr. David Seif, Chief Economist, Developed Markets, Nomura
Dr. George Buckley, Chief European Economist, Nomura
Dr. Ting Lu, Chief China Economist, Nomura
Dr. Kyohei Morita, Chief Japan Economist, Nomura
Ms. Sonal Varma, Chief Economist, India and Asia ex-Japan, Nomura
Mr. Euben Paracuelles, Chief ASEAN Economist, Nomura
10:40 - 12:00
Asian Equity Markets Outlook
Moderator:
Mr. Chetan Seth, Asia-Pacific Equity Strategist, Nomura
Speakers:
Mr. Tomochika Kitaoka, Chief Equity Strategist, Nomura
Dr. Ting Gao, Head of Research, Nomura Orient International Securities
Mr. Saion Mukherjee, Head of India Equity Research, Nomura (Virtual)
Ms. Cindy Park, Head of Asia Energy Research & Head of Research Korea, Nomura
12:10 - 13:20
The Geopolitical Outlook Under Heightened Uncertainty
Introducer:
Mr. Nags Sankaranarayanan, CEO, Nomura Asia Pacific Holdings
Moderator:
Dr. David Seif, Chief Economist, Developed Markets, Nomura
Speaker:
Sec. Mike Pompeo, 70th Secretary of State (2018-2021), Former Director of the CIA (2017-2018), United States of America
13:30 - 14:10
Fireside Chat: Türkiye’s New Route to Financial Stability
Moderator:
Ms. Zumrut Imamoglu Demir, Senior Türkiye Economist, Nomura
Speaker:
Minister Mehmet Simsek, Minister of Treasury and Finance, The Republic of Türkiye (Virtual)
14:20 - 15:10
2H 2026 Asia Credit Outlook
Moderator:
Mr. Nicholas Yap, Head of Credit Desk Analysts, Nomura
Speakers:
Mr. Desmond How, CEO & CIO, Gembridge Capital Management
Mr. Neeraj Seth, CEO & CIO, 3R Investment
Mr. Ray Heung, Senior Investment Strategist, Standard Chartered Bank
Mr. Sanjay Guglani, Founder & CIO, Silverdale Capital
15:20 - 16:10
Fireside Chat: A Reversion to the Historical Norm: Great Power Competition and Proxy Conflict
Moderator:
Ms. Corrinne Teo, Co-Head of Global Markets Sales, Asia ex-Japan, Nomura
Speaker:
Mr. Bilahari Kausikan, Distinguished Fellow, Middle East Institute, National University of Singapore & Former Permanent Secretary of Ministry of Foreign Affairs, Republic of Singapore
16:20 - 17:10
Nomura's Top FX and Rates Views
Moderator:
Mr. Craig Chan, Head of Global FX Strategy, Nomura
Speakers:
Mr. Dominic Bunning, Head of G10 FX Strategy, Nomura
Mr. Yujiro Goto, Head of FX Strategy Japan, Nomura
Mr. Albert Leung, Head of Asia ex-Japan Rates Strategy, Nomura
17:10 - 18:00
Fireside Chat: China Internet with Baidu CFO
Moderator:
Mr. Jialong Shi, Head of China Internet Research, Nomura
Speaker:
Mr. Haijian He, CFO, Baidu
Thursday, June 4
09:00 - 09:50
US-China Relationship: From “Chip War” to “AI War”
Moderator:
Dr. Ting Lu, Chief China Economist, Nomura
Speaker:
Dr. Kyle Chan, Fellow, John L. Thornton China Center, The Brookings Institution (Virtual)
10:00 - 10:50
Convergence of Private Markets: Where Credit, Equity, and Infrastructure Meet
Moderator:
Mr. Jwalant Nanavati, Head of Investment Banking, Asia ex-Japan, Nomura
Speakers:
Mr. Aravind Krishnan, Managing Director, Private Equity - Singapore, Blackstone
Ms. Celia Yan, Partner, Head of APAC Hybrid, Apollo Global
Mr. Kishore Moorjani, CEO, Alternatives, Private Funds, CapitaLand Investment
Ms. Rana Karadsheh-Haddad, Managing Director, Infrastructure, Asia Pacific, La Caisse (CDPQ Asia Pacific Pte. Ltd.)
11:00 - 11:50
Investor Panel
Moderator:
Sir Tom Scholar, Chair of Nomura International plc and Nomura Europe Holdings plc, and of Santander UK plc
Speakers:
Ms. Lei Zhu, Head of Asian Fixed Income, Fidelity International
Mr. Nilay Patel, Co-Deputy CIO, Dymon Asia
Mr. Rig Karkhanis, Head of Global Markets, Nomura
12:00 - 12:15
Keynote: Singapore’s AI Strategy and Using AI for Public Good and Investment
Introducer:
Mr. Rob Subbaraman, Head of Global Macro Research, Nomura
Speaker:
Mrs. Josephine Teo, Minister for Digital Development and Information, Republic of Singapore
12:20 - 13:20
Fireside Chat: Security Alliances in the Current World Order
Moderator:
Ms. Corrinne Teo, Co-Head of Global Markets Sales, Asia ex-Japan, Nomura
Speaker:
Dr. Ng Eng Hen, Former Minister for Defence, Republic of Singapore (2011-2025)
13:30 - 14:20
Asian Equities: Navigating Growth, Volatility & Opportunity
Moderator:
Mr. Arvind Shah, Head of AEJ Equity Sales, Nomura
Speakers:
Mr. Ken Lim, Head, Asia Pacific Equities, GIC
Mr. Vis Nayar, Chief Investment Officer, Eastspring Investments
14:30 - 15:20
Investing in Malaysia: Resilience, Value and Regional Opportunity
Moderator:
Mr. Tushar Mohata, Head of Equity Research – Malaysia, Nomura
Speaker:
Dato' Fad'l Mohamed, CEO, Bursa Malaysia
15:30 - 16:20
Cut Through the AI Noise: Re-Envisioning the Future of Business, Corporates, and Employment
Moderator:
Mr. Abhishek Bhandari, Analyst, India Equity/ Information Technology & Internet Research, Nomura
Speakers:
Mr. Darshan Hiranandani, CEO, Hiranandani Group
Mr. Somnath Chatterjee, Founder & CEO, Prismforce
Mr. Sameet Gupte, Chief Executive Officer & Co-Founder, EvoluteIQ
16:20 - 17:10
Private Wealth Perspective: Investing in a Multi-Polar World
Moderator:
Ms. Julia Wang, CIO, North Asia, IWM, Nomura
Speakers:
Mr. Jin Won Lee, Business Unit Partner, TPG
Mr. George Maltezos, Head of BlackRock Capital Formation Team, Asia Pacific, Head of Southeast Asia Institutional Client Business, BlackRock
17:10 - 18:00
Nomura Cross-Asset Strategy: Resetting the Market Risk
Speaker:
Mr. Charlie McElligott, Cross-Asset Macro Strategist, Americas, Nomura
18:00
Cocktail Reception Opening Remarks
Speaker:
Mr. Yutaka Nakajima, Deputy President, Nomura
18:00 - 20:30
Cocktail Reception
The Ritz-Carlton, Millenia Singapore, Grand Gallery, Level 1
Friday, June 5
09:00 - 09:50
Fireside Chat: Geopolitics, Security and New Technologies
Moderator:
Ms. Corrinne Teo, Co-Head of Global Markets Sales, Asia ex-Japan, Nomura
Speaker:
Sir Richard Moore, Senior Strategist, Sixth Street & former Chief of MI6, United Kingdom (2020-2025)
10:00 - 10:50
Panel Discussion: Private Credit Market
Moderator:
Mr. Paul Nikodem, Head of US FI Research / Head of SP and Agency, Nomura
Speakers:
Mr. Andrew Schantz, Partner – Credit Special Situations, Bain Capital
Ms. Déborah Shire, Deputy Head of Alts, BNP Paribas Asset Management Alts
Mr. Chris L Mikosh, Co-Founder, Tor Investment Management
Mr. Ravi Singhvi, Partner, Ares Management
11:00 - 11:50
Fireside Chat: A Conversation with Dr. Stephen Miran on US Monetary and Fiscal Policy
Moderator:
Dr. David Seif, Chief Economist, Developed Markets, Nomura
Speaker:
Dr. Stephen I. Miran, Former member of the Board of Governors of the Federal Reserve System and Chairman of the Council of Economic Advisers, United States of America
12:00 - 13:20
Trump Phenomenon and the Conflict between Free Trade and Free Capital Flows
Speaker:
Mr. Richard Koo, Chief Economist, Nomura Research Institute
13:30 - 14:00
The Power of Perspective: Championing Change
Moderator:
Ms. Amber Hasan, Senior Relationship Manager, Asia ex Japan, Nomura
Speaker:
Ms. Yip Pin Xiu, Seven-time Paralympic Gold Medalist, Team Singapore
14:00 - 14:40
The Role of Open Source and Localized LLMs in Driving Innovation and ROI
Moderator:
Mr. Bing Duan, Analyst, China Telecom & Technology Research, Nomura
Speaker:
Dr. Leslie Teo, Senior Director of AI Products, AI Singapore
14:40 - 15:20
Rare Earth Minerals: From Geology to Geopolitics
Moderators:
Mr. Ethan Zhang, Analyst, China New Energy Research, Nomura
Mr. Frank Fan, Analyst, Greater China Advanced Manufacturing Research, Nomura
Speaker:
Mr. Thomas Kruemmer, Director, Ginger International Trade & Investment and editor of The Rare Earth Observer
15:20 - 16:00
More Than a Race: Building Strength, Endurance, and Mental Grit Through Intense Obstacles
Moderator:
Mr. Jizhou Dong, HK/China Consumer Equity Research, Asia ex-Japan, Nomura
Speaker:
Mr. Matthew Pewtner, Founder, Primal Race
16:00 - 17:00
An APAC Vision – Tech Cycle
Moderator:
Mr. CW Chung, Joint-Head of APAC Equity Research, Nomura