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Day 1 Agenda

Tuesday, June 4

08:55 - 09:00

Opening Remarks

Speaker:

Mr. Kenji Teshima, Senior Managing Director of Nomura Holdings, Inc., Representative Director and CEO of Nomura Asia Pacific Holdings Co., Ltd. Head of China Committee

09:00 - 10:20

The Global Economic Outlook: Charting Different Courses

Moderator:

Mr. Rob Subbaraman, Head of Global Macro Research, Nomura

Speakers:

Dr. George Buckley, Chief European Economist, Nomura   
Dr. Ting Lu, Chief China Economist, Nomura     
Dr. Kyohei Morita, Chief Japan Economist, Nomura   
Mr. David Seif, Chief Economist, Developed Markets, Nomura    
Ms. Sonal Varma, Chief Economist, India and Asia ex-Japan, Nomura   

10:30 - 11:50

Asian Equity Markets Outlook

 

Moderator:

Mr. Chetan Seth, Asia-Pacific Equity Strategist, Nomura 

Speakers:

Dr. Ting Gao, Head of Research and Chief of Strategy, Nomura Orient International Securities   
Mr. Yunosuke Ikeda, Head of Macro Research, Japan, Nomura
Mr. Saion Mukherjee, Head of India Equity Research, Nomura   
Ms. Cindy Park, Head of Asia Energy Research & Head of Research Korea, Nomura   

12:00 - 13:15

Keynote: Global Market at a Crossroad – US Fighting Inflation & China Fighting Deflation

Speaker:

Mr. Richard Koo, Chief Economist, Nomura Research Institute 

13:30 - 14:20

2H 2024 Asia Credit Outlook

Moderator:

Mr. Nicholas Yap, Head of Flow Credit Desk Analysts, Nomura

Speakers:

Mr. Henry Loh, Head of Asian Credit Fixed Income, ABRDN
Mr. Smit Rastogi, Portfolio Manager, UBS Asset Management
Ms. Cindy Tan, Head of Fixed Income Research, South Asia, UBP Private Banking
Mr. SuanJin Tan, Director and Portfolio Manager, Credit Strategies, Asian Fixed Income, BlackRock

14:30 - 15:20

Nomura's Top FX and Rates Views

 

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

Speakers:

Mr. Yujiro Goto, Head of FX Strategy Japan, Nomura   
Mr. Albert Leung, Head of Asia ex-Japan Rates Strategy, Global Markets Research, Nomura   
Mr. Leng Hoe Lon, Global Head of FX Flow and Forwards Trading, Nomura  

15:30 - 16:20

Gold and Precious Metals Outlook

Moderator:   

Dr. David Seif, Chief Economist, Developed Markets, Nomura

Speaker:

Mr. John Reade, Chief Market Strategist, World Gold Council

16:30 - 17:20

Keynote: US Election

Moderator:

Mr. David Seif, Chief Economist, Developed Markets, Nomura     

Speakers:

Mr. Chris Stirewalt, Popular Political Analyst, Commentator, and Best-Selling Author

17:15 - 18:00

Travel behaviors and preferences of Millennials and Gen Zs

Moderator:

Mr. Jizhou Dong, China Consumer Research, Nomura

Speaker:

Mr. Eric Gnock Fah, President and Co-founder, Klook

18:00 - 20:30

Cocktail Reception

The Ritz-Carlton, Grand Galleria

Day 2 Agenda

Wednesday, June 5

09:00 - 09:50

US Monetary Policy and Economy (Virtual)

Moderator:

Mr. David Seif, Chief Economist, Developed Markets, Nomura 

Speaker:

Mr. James Bullard, Former President, Federal Reserve Banks of St. Louis;  Dean of the Mitchell E. Daniels School of Business, Purdue University

10:00 - 10:50

China Plus One: Meet Asia's New Flying Geese

 

Speakers:

Dr. Ting Lu, Chief China Economist, Nomura
Mr. Euben Paracuelles, Chief ASEAN Economist, Nomura   
Ms. Sonal Varma, Chief Economist, India and Asia ex-Japan, Nomura 
Mr. Chetan Seth, Asia-Pacific Equity Strategist, Nomura     

11:00 - 11:50

China Economic Outlook: China Back in Focus with Hopes of Recovery

 

Speaker:

Dr. Ting Lu, Chief China Economist, Nomura  

12:00 - 13:00

Keynote Address: Singapore 

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

Speaker:

Ms. Sim Ann, Senior Minister of State, Ministry of Foreign Affairs and the Ministry of National Development

13:30 - 14:20

US-China Relations

Moderator:

Mr. Rob Subbaraman, Head of Global Macro Research, Nomura 

Speaker:

Mr. Dan Alamariu, Chief Geopolitical Strategist, Alpine Macro   

14:30 - 15:20

Investor Panel

 

Moderator:

Ms. Corrinne Teo, Co-Head of Global Markets Sales, Asia ex-Japan

Speaker:

Mr. Eugene Fung, Head of Credit & Equities, BFAM 
Mr. Nilay Patel, Co-Deputy CIO, Dymon Asia
Mr. Qian Xin, President of Financial Markets, Ping An Bank 

15:30 - 16:20

Keynote Address: India After Elections

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

Speaker:

Dr. V. Anantha Nageswaran, Chief Economic Adviser, Government of India

16:30 - 17:10

Landscape of Investment in Asia, Revisiting India & Japan

 

Moderator:

Mr. Arvind Shah, Head of AEJ Equity Sales, Nomura Singapore Limited

Speakers:

Mr. Kwong Hong Huat, Head of Asia Total Return, Public Equities, GIC 
Mr. Vipul Mehta, Head of Asia-ex Japan Investment, Nomura Asset Management

17:10 - 18:00

Who is Buying Japanese Assets and How that has Changed since 2024?

 

Moderator:

Mr. Gareth Nicholson, CIO and Head of Managed Investments, International Wealth Management, Nomura

Speakers:

Mr. Aditya Sehgal, Head of Capital Market Solutions, International Wealth Management, Nomura

Mr. Rainer Michael Preiss, Partner & Portfolio Strategist, DAS Family Office, Nomura Asset Management

Mr. Ken Nagano, Head of Japan Active Growth Team, Senior Portfolio Manager, Nomura Asset Management

Day 3 Agenda

Thursday, June 6

09:00 - 09:50

Fireside Chat: Explosion in Debt Globally and How to Deal with it?

 

Moderator:

Mr. Rob Subbaraman, Head of Global Macro Research, Nomura

Speaker:
Dr. Carmen M. Reinhart, Minos A. Zombanakis Professor of the International Financial System, Harvard Kennedy School

10:00 - 10:50

Cross-Asset Strategy

 

Speakers:

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

11:00 - 11:50

The Roles of Investment and Consumption in China's Economic Adjustment

Moderator:

Dr. Ting Lu, Chief China Economist, Nomura  

Speaker:

Prof. Michael Pettis, Professor of Finance, Peking University’s Guanghua School of Management

12:00 - 13:15

Keynote Address: The Revitalization of the Japanese Stock Market - Supporting the Sustainable Growth of Japanese Companies

Moderator:

Mr. Yunosuke Ikeda, Head of Macro Research, Japan, Nomura 

Speaker:

Mr. Hiromi Yamaji, President & CEO, Japan Exchange Group

13:30 - 14:20

EV and Batteries

Moderator:

Ms. Cindy Park, Head of Korea Equity Research and Head of Energy Research, Asia ex-Japan, Nomura

Speaker:

Mr. Vincent Kim, Vice President, SNE Research 

14:30 - 15:20

Data-Backed Strategies for Singapore Real Estate Investments

Moderator:

Ms. Tien Yi Chen, Institutional Sales, Equities, Nomura

Speaker:

Mr. Melvin Lim, Co-founder & CEO, Property Lim Brothers

15:30 - 16:20

Artificial Intelligence

Moderator:

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

Speaker:
Ms. Renee Lo, Partner CTO, APAC Regional Director, Google

16:20 - 17:10

An APAC Vision - Tech Cycle

 

Moderator:

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

Speakers:

Mr. Manabu Akizuki, Senior Equity Research Analyst, Electronic Parts, Japan, Nomura 
Mr. CW Chung, Head of Research Asia ex-Japan, Nomura
Mr. Aaron Jeng, Head of Taiwan Research & Technology – Semiconductors Research, Nomura  (Virtual)
Ms. Anne Lee, Analyst, Technology – Handset, EMS, Camera, and Components Research, Nomura  (Virtual)
Mr. Donnie Teng, Analyst, Greater China Semiconductor & Technology Research, Nomura

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