Tuesday, June 1

08:55 - 09:00

Opening remarks

Speaker:

Mr. Rig Karkhanis, Deputy Head of Global Markets, Head of Global Markets, Asia ex-Japan, Nomura

09:00 - 10:20

The global economic outlook

Moderator:

Mr. Rob Subbaraman, Head of Global Macro Research & Co-Head of GM Research, Nomura

 

Speakers:

Dr. Lewis Alexander, Chief US Economist, Nomura

Dr. George Buckley, Chief European Economist, Nomura

Dr. Ting Lu, Chief China Economist, Nomura

Mr. Takashi Miwa, Chief Japan Economist, 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

14:00 - 14:50

2H 2021 Asia Credit outlook

Moderator:

Mr. Nicholas Yap, Head of Asia ex-Japan Flow Credit Desk Analysts

 

Speakers:

Ms. Linlin Ma, Co-CIO and Co-CEO, Prudence Asset Management

Ms. Anitza Nip, Head of Fixed Income Research, Asia at Union Bancaire Privée

Ms. Shilpa Singhal, Portfolio Manager and Senior Credit Analyst, NN Investment Partners

Mr. Leo Zhu, Head of Asset Management, Orient Securities InternationalMr

Mr. Rob Subbaraman, Head of Global Macro Research & Co-Head of GM Research, Nomura

15:00 - 15:50

The new geopolitics: Investor implications

Speaker:

Mr. Alastair Newton, Co-founder & Director, Alavan Business Advisory

16:00 - 16:50

Global FX strategy outlook

Speakers:

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

Mr. Yujiro Goto, Head of FX Strategy Japan, Nomura

Mr. Jordan Rochester, FX Strategist in the G10 Currency Strategy, Nomura

17:00 - 17:45

Fireside chat: Climate change and ESG Investing

Moderators:
Mr. Andrew Bowley, Wholesale Governance Officer, Nomura

Ms. Elodie Norman, Head of Senior Relationship Management, Asia ex-Japan, Nomura

Speaker:

Mr. Paul Polman, Co-founder and Chair, IMAGINE

 
Wednesday, June 2

09:00 - 09:50

Fireside chat: China macro and policies

Moderator:

Dr. Ting Lu, Chief China Economist, Nomura

Speaker:

Dr. Jun Ma, Chairman & President of Hong Kong Green Finance Association;
Former member of the Monetary Policy Committee of People's Bank of China (PBoC);
Former Chief Economist at the PBoC’s Research Bureau

10:00 - 10:50

An APAC vision - Semiconductor

Moderator:
Mr. CW Chung, Head of Research, Korea and Pan-Asia Tech / Semiconductors Research, Nomura

Speakers:
Mr. Scotten W. Jones, Founder and President, IC Knowledge
Mr. Aaron Jeng, Head of Taiwan Research & Technology - Semiconductors Research, Nomura
Mr. Donnie Teng, Analyst, Greater China Semiconductor & Technology Research, Nomura
Mr. Tetsuya Wadaki, Analyst, Japan SPE Sector, Nomura

11:00 - 11:50

India macro & markets outlook

Speakers:

Mr. Saion Mukherjee, Head of Equity Research, India, Nomura
Ms. Sonal Varma, Chief Economist, India and Asia ex-Japan, Nomura

12:00 - 12:50

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

14:00 - 14:50

China EV - the future of electrification, automation, and modularization

Moderator:
Mr. Benjamin Lo, Head of Hong Kong Research & China Autos Research, Nomura​

Speakers:

Mr. Steven Feng, CFO, NIO Inc.
Mr. Martin Heung, Analyst, China Autos Research, Nomura

15:00 - 15:50

An APAC vision - Technology

Moderator:

Ms. Anne Lee, Analyst, Technology – Handset, EMS, Camera, and Components Research, Nomura

Speakers:

Mr. Bing Duan, Analyst, China Telecom and Technology Research, Nomura

Mr. Yu Okazaki, Analyst, Japan Consumer Electronics Sector, Nomura

Mr. Donnie Teng, Analyst, Greater China Semiconductor & Technology Research, Nomura

Mr. Joel Ying, Analyst, China Telecom and Technology Research, Nomura

16:00 - 16:50

Moderator:

Mr. Chetan Seth, Equity Strategist, Nomura

Speaker:

Dr. Ayesha Khanna, CEO, ADDO AI

Winning with Artificial Intelligence: a fireside chat with Dr. Ayesha Khanna

17:00 - 17:50

The great inflation debate

Moderator:

Mr. Rob Subbaraman, Head of Global Macro Research & Co-Head of GM Research, Nomura

 

Speakers:

Dr. Lewis Alexander, Chief US Economist, Nomura

Dr. George Buckley, Chief European Economist, Nomura

Mr. Christophe Duval-Kieffer, Head of Inflation Strategy, Nomura

Thursday, June 3

09:00 - 09:50

Keynote Address: A Conversation with William Dudley

Moderator:

Dr. Lewis Alexander, Chief US Economist, Nomura

Speaker:

Dr. William Dudley, President and CEO of the Federal Reserve Bank of New York, and Vice-Chairman of the Federal Open Market Committee (2009-2018)

10:00 - 10:50

After the CPI Shock: What Comes Next for Investors?

Speaker:

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

11:00 - 11:50

The Quant Recovery - Watch Rates & the Yield Curve

Speaker:

Mr. Joseph Mezrich, Head of Quantitative Investment Strategy, Nomura

12:00 - 13:20

The Challenges of Post-Pandemic Economies and US-China Relations

Speaker:

Mr. Richard Koo, Chief Economist, Nomura Research Institute

14:00 - 14:50

Asia Healthcare in the post pandemic world

Moderator:

Ms. Esther Wen, Analyst, China Healthcare and Pharmaceuticals Research, Nomura

Speakers:

Mr. Raghavendra Divekar, Analyst, Japan Pharmaceutical & Healthcare, Nomura

Mr. Saion Mukherjee, Head of Equity Research, India, Nomura

15:00 - 15:50

Asia ecommerce and payment ecosystems

Moderator:

Mr. Yoshitaka Nagao, Head of Japan Information & Telecommunication Research / Media Internet, Nomura
 

Speakers:

Ms. Angela Hong, Analyst, Korea Autos Research, Nomura

Mr. Jialong Shi, Head of China internet and Media Research, Nomura

16:00 - 16:50

ESG in Asia: Striding ahead

Moderator:

Mr. Jim McCafferty, Joint-Head of APAC Equity Research, Nomura

Speakers:

Ms. Deirdre Cooper, Co-Head of Thematic Equity, Ninety One Asset Management

Dr. Daniel Wild, Global Head of ESG Strategy, Credit Suisse AG
Mr. Michael Woolley, Director, Head of Sustainability and Client Portfolio Manager, Eastspring Investments