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
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: Hardening Policy Trade-Offs
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
Keynote: Mapping Risks in the Post-Covid World from Geopolitics to Inflation
Speaker:
Mr. Richard Koo, Chief Economist, Nomura Research Institute
14:00 - 14:50
2H 2022 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 Investments
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 and Rates Views
Speakers:
Mr. Craig Chan, Head of Global FX Strategy, Nomura
Mr. Yujiro Goto, Head of FX Strategy Japan, Nomura
Mr. Albert Leung, Head of Asia ex-Japan Rates Strategy, Global Markets Research
Mr. Jordan Rochester, FX Strategist in the G10 Currency Strategy, Nomura
16:00 - 16:50
Keynote: 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
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: 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
Keynote: Containing Inflation Risks in a Transition Year
Moderator:
Mr. Euben Paracuelles, Chief ASEAN Economist, Nomura
Speaker:
Dr. Benjamin Diokno, Governor, Bangko Sentral ng Pilipinas (BSP)
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
Moderator:
Mr. Euben Paracuelles, Chief ASEAN Economist, Nomura
Speaker:
Dr. Tan See Leng, Minister for Manpower, Government of Singapore
13:00 - 13:50
Japan’s New Capitalism: From Slogan to Substance
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, Kyoto University of Foreign Studies (2016-2022); 2022-2023 Distinguished Visiting Professor and Advisor, Schwarzman Scholars, Tsinghua University
14:00 - 14:50
Moderator:
Mr. David Wong, Co-Head of APAC Technology Research, Nomura
Speakers:
Mr. Tu Le, Founder and Managing Director, Sino Auto Insights
Mr. Masataka Kunugimoto, Joint Head of APAC Equity Research, Nomura
Mr. Benjamin Lo, Head of Hong Kong Research & China Autos Research, Nomura
The Global EV Landscape: Future of Autonomous Driving
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
Mr. Donnie Teng, Analyst, Greater China Semiconductor & Technology 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
Fireside Chat: The EM Reversal Problem: Development Going Backwards
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
Keynote: The Chinese economy in 2022: Challenges and Policy Solutions
Moderator:
Dr. Ting Lu, Chief China Economist, Nomura
Speaker:
Mr. Baoliang Zhu, Chief Economist, China's State Information Center
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
Mr. Nathan Sribalasundaram, Southeast Asia and India Rates Strategist, Nomura
Ms. Sonal Varma, Chief Economist, India and Asia ex-Japan, 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 - 17:20
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
17:30 - 18:20
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