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, Head of Global Markets, Nomura
09:00 - 10:20
The Global Economic Outlook
Moderator:
Mr. Rob Subbaraman, Head of Global Macro Research, Nomura
Speakers:
Mr. Aichi Amemiya, Senior US Economist, Nomura
Dr. George Buckley, Chief European Economist, Nomura
Dr. Ting Lu, Chief China Economist, Nomura
Dr. Kyohei Morita, 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. Chetan Seth, Asia-Pacific Equity Strategist, Nomura
Speakers:
Mr. Yunosuke Ikeda, Chief Equity Strategist, 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: World Economy Facing Geopolitical, Stagflation and Banking Risks
Speaker:
Mr. Richard Koo, Chief Economist, Nomura Research Institute
13:30 - 14:20
2H 2023 Asia Credit Outlook
Moderator:
Mr. Nicholas Yap, Head of Asia ex-Japan Flow Credit Desk Analysts, Nomura
Speakers:
Mr. Chia Tse Chern, Head of Fixed Income, Nomura Asset Management Taiwan
Mr. Peng Fong Ng, Head of Asia Credit, Schroders
Ms. Annisa Lee, Executive Vice President, Head of Asia-Pacific Credit Research, PIMCO
Mr. Rob Subbaraman, Head of Global Macro Research, Nomura
Mr. Thomas Wu, Senior Portfolio Manager, Julius Baer
14:30 - 15:20
Nomura's Top FX and Rates Views
Moderator:
Mr. Craig Chan, Head of Global FX Strategy, Nomura
Speakers:
Mr. Leng Hoe Lon, Global Head of FX Flow and Forwards Trading, Nomura
Mr. Yujiro Goto, Head of FX Strategy Japan, Nomura
Mr. Albert Leung, Head of Asia ex-Japan Rates Strategy, Global Markets Research, Nomura
Mr. Jordan Rochester, FX Strategist in the G10 Currency Strategy, Nomura
15:30 - 16:20
Keynote: India Economic and Policy Outlook
Moderator:
Ms. Sonal Varma, Chief Economist, India and Asia ex-Japan, Nomura
Speaker:
Dr. V. Anantha Nageswaran, Chief Economic Adviser to the Government of India
16:30 - 17:15
Women in Leadership
Moderator:
Ms. Corrinne Teo, Co-Head of Global Markets Sales, Asia ex-Japan, Nomura
Speakers:
Ms. Christine Amour-Levar, Founder & CEO / Board Member, HER Planet Earth / Investible
Ms. Deborah Ho, CEO, BlackRock Singapore
17:15 - 18:00
Execution, Trading Landscape, Technology
Moderator:
Mr. Dillon McNiven, Head of Asia, Instinet
Speakers:
Mr. Gael Vasseur, Head of Global Execution Services, Nomura Japan
Mr. Ned Millington Buck, Head of BlockCross Asia, Instinet
18:00 - 19:30
Cocktail Reception
The Ritz-Carlton, Millenia Singapore Poolside
Wednesday, June 7
09:00 - 09:50
Keynote: The World is Not Ready for the Long Grind to Come
Moderator:
Mr. Rob Subbaraman, Head of Global Macro Research & Co-Head of GM Research, Nomura
Speaker:
Mr. Ruchir Sharma, Chairman of Rockefeller International and Founder and Chief Investment Officer of Breakout Capital,
Author of The 10 Rules of Successful Nations
10:00 - 10:50
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
11:00 - 11:50
The Big Bright Spots in ASEAN
Moderator:
Mr. Euben Paracuelles, Chief ASEAN Economist, Nomura
Speakers:
Mr. Heriyanto Irawan, Managing Partner, Verdhana Sekuritas Indonesia
Mr. Kuang Eng Oh, Group Chief Executive Officer, Mi Technovation Bhd
Atty. Michael T. Toledo, Director for Government Relations and Public Affairs, Metro Pacific Investments Corporation
12:00 - 13:00
Lunch Keynote: Asia and Singapore - Challenges and Opportunities
Moderator:
Mr. Ravi Raju, Senior Managing Director, Head of International Wealth Management, Nomura
Speaker:
Mr. Heng Swee Keat, Deputy Prime Minister and Coordinating Minister for Economic Policies, Government of Singapore
13:15 - 14:20
US vs China - Clash of The Technology Titans
Speakers:
Mr. Alastair Newton, Chief Executive, Alavan Business Advisory Ltd.
Dr. Richard Windsor, Founder, Radio Free Mobile
14:30 - 15:20
Keynote: The Global Outlook - Prospects and Challenges
Moderator:
Mr. Rob Subbaraman, Head of Global Macro Research & Co-Head of GM Research, Nomura
Speaker:
Dr. Raghuram Rajan, Professor of Finance at the University of Chicago's Booth School of Business
15:30 - 16:20
An APAC Vision - Automotive Technology
Moderator:
Mr. Masataka Kunugimoto, Joint-Head of APAC Equity Research, Nomura
Speakers:
Mr. Masaya Yamasaki, Analyst, Head of Electronics Team, Nomura
Mr. Joel Ying, Analyst, China Telecom and Technology Research, Nomura
16:30 - 17:20
Circular Economy of EV
Moderator:
Ms. Cate Park, Industrial Specialist Sales, Equities, Asia Ex-Japan, Nomura
Speakers:
Mr. Leon Farrant, CEO and Co-Founder, Green Li-ion
Ms. Yuki Tan, Head of Mobility Division, Sime Darby
Thursday, June 8
09:00 - 09:50
Bulletproof BioHacking: How to Get Your Energy Back and Then Some
Moderator:
Mr. David Sefri, Head of Asia ex-Japan Equity Sales, Hong Kong, Nomura
Speaker:
Mr. Dave Asprey, Founder of Upgrade Labs and Author of Smarter Not Harder: The Biohacker's Guide to Getting the Body and Mind You Want
10:00 - 10:50
Cross-Asset Strategy
Speakers:
Mr. Charlie McElligott, Cross-asset Macro Strategist, Americas, Nomura
11:00 - 11:50
US vs China: Race to Tech supremacy and how it affects Taiwan and Korea?
Moderator:
Mr. Jeong Woo Park, Economist, South Korea/Taiwan, Nomura
Speaker:
Prof. Chan Yuan Wong, Institute of Technology Management, National Tsing Hua University
12:00 - 13:15
Lunch Keynote: Chip War and Asia's Future
Moderator:
Dr. Ting Lu, Chief China Economist, Nomura
Speaker:
Prof. Chris Miller, Author, Assistant Professor of International History at the Fletcher School of Law and Diplomacy at Tufts University
13:30 - 14:20
China Mobile Internet - Solid Fundamentals and Sustainable Recovery
Moderator:
Mr. Jialong Shi, Head of Hong Kong and China Equity Research, Nomura
Speaker:
Mr. Allen Chen, CEO, QuestMobile
14:30 - 15:20
Asia Healthcare: Biologics CDMO Trend
Moderator:
Mr. Jialong Shi, Head of Hong Kong and China Equity Research, Nomura
Speaker:
Ms. Quinn Huang, Head of Business Development and Key Account Management, Boehringer Ingelheim
15:30 - 16:30
An APAC Vision - Tech Cycle
Moderator:
Mr. David Wong, Head of APAC Technology Research, Nomura
Speakers:
Mr. CW Chung, Head of Research Asia ex-Japan, Nomura
Mr. Manabu Akizuki, Senior Equity Research Analyst, Electronic Parts, Japan, Nomura
Mr. Donnie Teng, Analyst, Greater China Semiconductor & 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
16:30 - 17:15
China-US Tech Battles: "Are There Winners?"
Moderator:
Mr. David Wong, Head of APAC Technology Research, Nomura
Speaker:
Dr. Han Shih Toh, Chief Analyst of Headland Intelligence
17:15 - 18:00
A.I. & The Implications of Chat-GPT
Moderator:
Mr. David Wong, Head of APAC Technology Research, Nomura
Speaker:
Dr. Yi-Chieh Lee, Assistant Professor, Computer Science, National University of Singapore