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
Tuesday, June 3
08:55 - 09:00
Opening Remarks
Speaker:
Mr. Rig Karkhanis, Head of Global Markets, Nomura
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
Dr. David Seif, Chief Economist, Developed Markets, Nomura
Ms. Sonal Varma, Chief Economist, India and Asia ex-Japan, Nomura
10:30 - 11:45
Asian Equity Markets Outlook
Moderator:
Mr. Chetan Seth, Asia-Pacific Equity Strategist, Nomura
Speakers:
Mr. Tomochika Kitaoka, Chief Equity Strategist, 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
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 2025 Asia Credit Outlook
Moderator:
Mr. Nicholas Yap, Head of Flow Credit Desk Analysts, Nomura
Speakers:
Mr. Jonathan Conley, Head of Treasury Advisory at UOB
Ms. Zhu Lei, Head of Asia Fixed Income, Fidelity International
Ms. Siew-Huey Loong, Deputy Head of Fixed Income, Fullerton Fund Management
Mr. Smit Rastogi, Portfolio Manager, Fixed Income, UBS Asset Management Singapore Ltd
14:30 - 15:20
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, Global Markets Research, Nomura
15:30 - 16:20
Trump 2.0: Political Realignment and Global Influence
Moderator:
Dr. David Seif, Chief Economist, Developed Markets, Nomura
Speaker:
Mr. Mick Mulvaney, Former Acting Chief of Staff for Trump
16:20 - 17:10
Keynote Address: India
Moderator:
Ms. Sonal Varma, Chief Economist, India and Asia ex-Japan, Nomura
Speaker:
Dr. V. Anantha Nageswaran, Chief Economic Advisor, India (virtual)
17:10 - 18:00
U.S. - China Relations: Implications For Geopolitics And Markets
Moderator:
Mr. Rob Subbaraman, Head of Global Macro Research, Nomura
Speaker:
Mr. Dan Alamariu, Chief Geopolitical Strategist, Alpine Macro
18:00 - 18:30
Standup Live Performance
Speaker:
Dr. Jason Leong, Standup Comedian
18:30 - 20:30
Cocktail Reception
The Ritz-Carlton, Grand Galleria
Wednesday, June 4
09:00 - 09:50
Fireside Chat: Assessing Global Geopolitical Trends
Moderator:
Ms. Corrinne Teo, Co-Head of Global Markets Sales, Asia ex-Japan, Nomura
Speaker:
Mr. Bilahari Kausikan, Chairman, Middle East Institute
10:00 - 10:50
Fireside Chat: Europe Caught Between the US, China, and Russia
Moderator:
Dr. George Buckley, Chief European Economist, Nomura
Speaker:
Mr. Simon Kuper, British author and journalist, Financial Times
11:00 - 11:50
Fireside Chat: Prospects for a Mar-a-Lago Accord
Moderator:
Dr. David Seif, Chief Economist, Developed Markets, Nomura
Speaker:
Mr. Zoltan Pozsar, Founder and CEO of Ex Uno Plures and Former Senior Advisor, U.S. Department of the Treasury
12:00 - 13:00
Singapore Keynote Address: Singapore’s Economic Resilience Taskforce
Moderator:
Mr. Nags Sankaranarayanan, Senior Managing Director of Nomura Holdings, Inc., Representative Director and CEO of Nomura Asia Pacific Holdings Co., Ltd.
Speaker:
Mr. Chee Hong Tat, Minister for Transport and Second Minister for Finance, Government of Singapore
13:30 - 14:20
Investor Panel: Redefining Portfolios – The New Era of Multi Asset Allocation
Moderator:
Mr. Hamzah Kahloon, Co-Head of Global Market Sales, Asia ex-Japan, Nomura
Speakers:
Mr. Aurèle Storno, CIO, All Roads Multi Asset Franchise, Lombard Odier Investment Managers
Mr. Daniel Caderas, Head Global Tactical Asset Allocation APAC, BlackRock
Mr. Jean de Kock, Investment Consulting Director for Asia, Mercer
14:30 - 15:20
Why Alternatives Matter More Than Ever: A Fireside Chat on the Future of Investing
Moderator:
Mr. Gareth Nicholson, CIO and Head Managed Investments, Nomura
Speaker:
Mr. Jonathon Orr, Managing Director, Client and Product Solutions, Apollo Global Management
15:30 - 16:20
India Innovation & Tech
Moderator: Mr. Arvind Shah, Head of AEJ Equity Sales, Nomura
Speaker:
Mr. Vikas Pershad, India Portfolio Manager, Asia Pacific Equities Team, M&G Investment
16:30 - 17:20
Indonesia
Moderator:
Mr. Heriyanto Irawan, Managing Partner, Strategic and Macroeconomics
Speaker:
Mr. Dony Oskaria, Chief Operating Officer, Danantara (Invited)
Thursday, June 5
09:00 - 09:50
Beijing's New Game Plan in dealing with Trump 2.0
Moderator:
Dr. Ting Lu, Chief China Economist, Nomura
Speaker:
Prof Li Cheng, Professor of Political Science and Founding Director of the Centre on Contemporary China and the World, University of Hong Kong
10:00 - 10:50
Fireside Chat: Global Outlook and Market Mispricing
Moderator:
Mr. Rob Subbaraman, Head of Global Macro Research, Nomura
Speaker:
Mr. Robin Brooks, Senior fellow in the Global Economy and Development program, Brookings Institution
11:00 - 11:50
Cross-Asset Strategy
Speaker:
Mr. Charlie McElligott, Cross-asset Macro Strategist, Americas, Nomura
12:00 - 13:15
Lunch Keynote: Geopolitics
Moderator:
Ms. Corrinne Teo, Co-Head of Global Markets Sales, Asia ex-Japan, Nomura
Speaker:
The Hon Malcolm Turnbull, 29th Prime Minister of Australia
13:30 - 14:20
LLM and Gen AI Application in Consumer & Enterprise Markets
Moderator:
Mr. Duan Bing, Analyst, China Telecom & Technology Research, Nomura
Speakers:
Dr. Eric Guo Yandong, Founder & CEO, AI² Robotics
Mr. Cheng Lu, President and CEO, CreateAI
14:30 - 15:20
AI + Blockchain Convergence
Moderator:
Mr. Leng Hoe Lon, Global Head of FX Flow and Rates Linear Trading, Nomura
Speaker:
Mr. Michael Wu, Chairman, Amber International Holding Limited
15:30 - 16:20
An APAC Vision – Implications of US Auto Tariffs - Global Landscape
Speakers:
Mr. Joel Ying, China Auto & Parts, Technology & Telecom Research
Mr. Kapil Singh, India Auto & Auto Parts Research, Nomura
Mr. Anindya Das, Analyst, America Autos & Auto Parts Research (virtual)
16:30 - 17:20
An APAC Vision – Tech Cycle & Semi
Speakers:
Ms. Anne Lee, Analyst, Technology – Handset, EMS, Camera, and Components Research, Nomura (virtual)
Mr. CW Chung, Head of Research Asia ex-Japan, Nomura (virtual)
Mr. Manabu Akizuki, Senior Equity Research Analyst, Electronic Parts, Japan, Nomura
Mr. Aaron Jeng, Head of Taiwan Research & Technology – Semiconductors Research, Nomura
Mr. Donnie Teng, Analyst, Greater China Semiconductor & Technology Research, Nomura