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Conference Slides
View presentations from the conference presented by our expert analysts.
Further information on the sessions, speakers and schedule for the day can be found below:
Full Agenda:
9:00am - Welcome with Erin Lyons
Registration starts from 8:30am
An opening speech to welcome all attendees, provide an overview of the day’s schedule, and set the stage for the discussions ahead.
Erin Lyons: Co-Head at CreditSights
9:10am - Global Credit Strategy Outlook
A comprehensive outlook for global credit markets, including an assessment of key challenges, risks, and opportunities. This session will provide insights into CreditSights’ core views across a broad array of asset classes and geographies and discuss strategies for navigating a rapidly changing global investment landscape.
Logan Miller: Head of European Strategy at CreditSights
9:40am - Emerging Markets: Caught Between US Risks & A China Slowdown
This session will explore the complex dynamics of emerging markets, particularly focusing on the impact of US economic policies and a slowing Chinese economy. Cedric Chehab will share his expertise on navigating these challenges.
Cedric Chehab: Managing Director, Country Risk at BMI
10:05am - East Asian Corporates: Silver Linings in East Asian Credit
A panel discussion where our analysts share the latest trends on key sectors, including EV battery manufacturing, real estate, technology and artificial intelligence, and the implications of US elections on their credits, followed by our supply estimates and key picks and pans.
Pramod Shenoi: Head of APAC Research at CreditSights
Stephanie Sim: North Asia Industrials Analyst at CreditSights
Nicholas Chen: Asia-Pacific Corporates Analyst at CreditSights
10:55am - South and Southeast Asian Corporates: Buoyant in a Sea of Uncertainties
Gain a bird’s eye view of SSEA corporate fundamentals, insights from issuer meetings, explore industry-specific themes, and discover top investment picks and pans.
R Lakshmanan: Head of South & Southeast Asia Corporates at CreditSights
Jonathan Tan: South & Southeast Asia Corporates Analyst at CreditSights
Nicole Chua: South & Southeast Asia Corporates Analyst at CreditSights
11:25am - APAC Financials: Navigating a Changing Cycle
Reviewing key risks in the APAC banking sector as the interest rate cycle turns, and the latest trends in the NBFI and insurance sectors, along with supply estimates.
Pramod Shenoi: Head of APAC Research at CreditSights
Karen Wu: Financials Analyst at CreditSights
Trung Tran: Insurance Analyst at CreditSights
Lim Ze Hao: Financials Analyst at CreditSights
11:55pm - Asia Strategy Wrap with Picks and Pans
A concluding session that provides a summary of the key takeaways from the day’s discussions. Pramod will offer insights into the best investment picks and strategies, as well as areas to avoid.
Pramod Shenoi: Head of APAC Research at CreditSights
12:10pm - Lunch
Event concludes at 1pm (SGT)
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