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Agenda at a glance
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Day 1
Tuesday, June 4
  • Opening remarks

  • The global economic outlook: Charting different courses

  • Asian equity markets outlook

  • Global market at a crossroad - US fighting inflation & China fighting deflation

  • 2H 2024 Asia credit outlook

  • Nomura's top FX rates and views

  • Gold and precious metals outlook

  • Keynote: 2024 US Election Outlook

  • What's new for travel? How experiences, social commerce and AI shape the future of travel

Day 2
Wednesday, June 5
  • US monetary policy and economy

  • China plus one: Meet Asia's new flying geese

  • China economic outlook: China in 2024: A year of rebalancing

  • Keynote address: Navigating geopolitical risks

  • US-China relations: Implications for geopolitics and markets

  • Investor panel: The new normal

  • Keynote address: India after elections

  • Landscape of investment in Asia, revisiting India & Japan

  • Who is buying Japanese assets and how has that changed since 2024?

Day 3
Thursday, June 6
  • Fireside chat: Explosion in debt globally and how to deal with it?

  • Cross-asset strategy

  • The roles of investment and consumption in China's economic adjustment

  • Keynote address: The revitalization of the Japanese stock market

  • EV and batteries

  • Data-backed strategies for Singapore real estate investments

  • Artificial intelligence

  • An APAC vision - tech cycle

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