CreditSights Asia Conference 2023: The Road to Recovery

Tuesday 4th July at Island Shangri La, Hong Kong

Register Today

Event Details

Tuesday, July 4th
Island Shangri La, Hong Kong

Event Details

9:00am – 2:50pm SGT
All Sectors
Click here to register for the in-person conference in Singapore

Join CreditSights’ for our annual in-person Asia Conference in Hong Kong!

This year’s conferences will showcase the breadth of CreditSights’ research across Asia-Pacific, as well as our views on global emerging markets, US strategy and European financial institutions. Guest speakers from our sister company, Sustainable Fitch, will also join us for the first time.
Grab this opportunity to network with our analysts and other key participants in the Asian credit markets.
Seats are limited; register today to reserve your spot today!
View Agenda Brochure

If you have any questions, reach out to the events team at events@creditsights.com

Full Agenda:

9:00am - Welcome

Registration starts from 8:30am

9:05am - US and Asia Strategy: Still Waiting to Land

As investors grapple with mixed economic data and central banks still focused on inflation, the CreditSights Strategy team will update key macro and market views, including the prospect of a global recession, what to do about duration and where to add (and avoid) risk.
Winnie Cisar & Sandra Chow, CFA

9:35am - Emerging Markets: The Advantage of Asia and Beyond

The world is still absorbing the inflation and commodity shock, but we see investment opportunities in EM and Asia fixed income.
Regis Chatelier: Senior Emerging Markets Analyst at CreditSights

10:00am - China Macro: Navigating the Bumpy Recovery

Our macro, financials, LGFV and corporate analysts discuss the bright spots and weak links in China’s economic recovery.
Zerlina Zeng, CFA, Pramod Shenoi, Luther Chai, CFA, Sandra Chow, CFA

11:00am - Asia Corporates: State-Owned, Privately-Owned and Disowned

Investors may take comfort from state ownership, but those seeking higher returns need exposure to privately-owned companies too. How should investors position their corporate holdings and what are the risks?
Zerlina Zeng, CFA,  Lakshmanan R, CFA, FRM, Luther Chai, CFA, Sandra Chow, CFA.

11:40am - Market Views: The Road Ahead

We invite key participants in the Asian fixed income markets to share their views on the year ahead.
(External Speaker)

1:15pm - Asia Credit and ESG: Walking the Talk

How are Asian issuers navigating their green transitions and what can investors do to nurture ESG developments within the Asia credit markets?
Nneka Chike-Obi (Sustainable Fitch), Zerlina Zeng, CFA, Lakshmanan R, CFA, FRM, Pramod Shenoi, Sandra Chow, CFA

1:45 pm - APAC Financials: Looking Beyond Peak NIM

We discuss banks outlook for 2H23- 2024, and credit themes across key geographies and the insurance and NBFI segments
Pramod Shenoi

2:15 - European Banking in a Post-Credit Suisse World

How should investors re-evaluate liquidity and capital risk for European banks after the collapse of Credit Suisse?
Simon Adamson

2:30pm - Global Picks and Pans

Our analysts’ top credit recommendations from around the world.
Sandra Chow, CFA

Speakers:

CreditSights Pramod Shenoi
Co-Head of Asia-Pacific Research, CreditSights

Pramod Shenoi

Pramod Shenoi is responsible for steering the firm’s operations in the region and growing its research team and coverage. He joined CreditSights in December 2019 to Head Asia Pacific research for Financial Institutions, which he continues to be responsible for. Prior to joining CreditSights, Pramod spent 17 years in Debt Capital Markets covering Financial Institutions clients in Asia and Europe.
Pramod joined Lehman Brothers’ DCM FIG origination team in London in 2002, covering UK and Irish banks and insurers, and transitioned to Nomura in 2008. He moved to Standard Chartered in Singapore as a founding member and subsequently head of the DCM Capital solutions team in 2010, advising the bank’s clients in Asia, the Middle East, and LatAm on Basel III compliant instruments, corporate hybrids, bond liability management and sustainability bonds, before heading Mizuho Securities’ DCM FIG coverage in Asia (ex- Japan) between 2016-2019.
He holds a Bachelor’s degree in Economics from St.Stephen’s College, University of Delhi, and an MBA from the Indian Institute of Management, Ahmedabad
CreditSights Sandra Chow
Co-Head of Asia-Pacific Research, CreditSights

Sandra Chow

Sandra became Co-Head of Asia-Pacific Research in 2021 and is responsible for guiding the region’s research output, with a focus on corporate credit issuers and thematic research. She has over 18 years of experience in credit research and has analysed high yield, distressed and investment grade credits across a variety of sectors in Asia, Europe and North America.
Sandra joined CreditSights in 2011 and served as Head of Asia-Pacific from 2017-2020, guiding the firm’s Asian business and regional strategy. She stepped down from the role in 2020 to spend more time with her family. Prior to joining CreditSights, Sandra was a director in Barclays Capital’s Asian credit research team, covering North Asian corporates. She has also worked in Singapore as a high yield analyst at Credit Suisse and a high yield and distressed debt analyst at UBS Principal Finance. Sandra began her career at JPMorgan in London, working in the European real estate M&A division and later in the bank’s European credit research team.
Sandra graduated from the University of Cambridge with an MA in Italian and French. She is a native Cantonese speaker and holds a diploma in modern Chinese from the School of Oriental and African Studies in London. She is a CFA Charterholder and holds a CFA Certificate in ESG Investing.
Emerging Markets Strategist, CreditSights

Regis Chatellier

Regis Chatellier is a seasoned emerging markets strategist covering EM sovereigns, combining top-down macro with bottom-up/quant modeling approaches. Prior to joining CreditSights in March 2023, he was Director of EM Strategy at Oxford Economics for two years, covering sovereign credit, FX and EM rates. Regis worked for 20 years as an EM fixed income strategist at international investment banks, including Morgan Stanley, HSBC and Société Générale. He did his studies at Sciences Po. Paris (Economics & Finance) and holds a Master’s degree in Economics from the University of Nantes.
Senior Analyst - Asia-Pacific Corporates, CreditSights

Lakshmanan R

Lakshmanan covers Asian High Yield and Investment Grade corporates. Prior to joining CreditSights in 2016, he worked as a senior credit analyst at Credit Suisse for 6 years in credit risk management and credit desk analyst roles. He has credit analysis experience across the Asia-Pacific issuer universe in global investment banks since 2008. He has covered corporates across various sectors, rating spectrum and credit products. A CFA charterholder, Lakshmanan holds a MBA degree with specialization in Finance/Marketing, a Bachelor’s degree in Engineering and the FRM (Financial Risk Manager) certification from GARP, USA.
Zerlina Zhang
Senior Analyst Chinese Corporates, CreditSights

Zerlina Zeng

Zerlina is a senior analyst with the Asia Pacific corporate team. Her current research coverage focuses on China macro, Chinese local governments financing vehicles (LGFVs), and China Industrials.
Prior to joining CreditSights, Zerlina headed IHS Markit’s credit risk assessment product in Asia Pacific, including research coverage and business development. She has also worked as a senior analyst with S&P Ratings in Hong Kong, covering local & regional governments, Chinese SOEs and the property sector. Zerlina began her career at Goldman Sachs in New York, working in the fixed income, commodity & currency division.
Zerlina graduated from the Wharton School of the University of Pennsylvania with a BS in Finance and the University of Hong Kong with an MA in Economics. She is a CFA Charterholder.
Senior Analyst Chinese Corporates, CreditSights

Luther Chai

Luther joined CreditSights in Singapore in 2016 and covers Chinese corporates, with a focus on the Chinese property sector. During his time at CreditSights, he also produced research on Asia credit strategy and Chinese TMT. Luther graduated summa cum laude from Singapore Management University with a double degree in Accountancy and Business Management, majoring in Finance. Luther was part of the Lee Kong Chian Scholars Programme and participated in exchange programmes with the University of Cambridge and the Copenhagen Business School during his undergraduate studies. He is also a CFA charterholder.
CreditSights Simon Adamson
Head of Global Financials Research, CreditSights

Simon Adamson

As head of the company’s European business unit, Simon is also a member of the firm’s Executive Committee and is on the CreditSights, Inc. Board of Directors. He joined CreditSights as Senior European Financial Analyst in 2003. Prior to that he was a Managing Director, Head of European High Grade Research and Senior European Bank analyst at Deutsche Bank (1996-2003). Simon worked at rating agency IBCA, now part of FitchRatings, from 1987 to 1996 where in addition to covering banks in various European countries he was an Executive Committee member. Simon started his career in 1983 at Midland Bank’s International Division, spending four years there in a variety of roles. He read Modern Languages at Sidney Sussex College, Cambridge University, graduating in 1983.
Global Head of Strategy, CreditSights

Winnie Cisar

Winnie is the Global Head of Strategy at CreditSights. Prior to joining CreditSights, Winnie was a Managing Director and the Head of Credit Strategy for Wells Fargo, leading the research teams focused on the corporate investment grade and leveraged finance markets. At Wells Fargo, Winnie developed the leveraged finance strategy product, rolling out coverage on high yield, leveraged loans and the distressed market. With more than 10 years of experience in institutional research, Winnie has emerged as one of the leading voices in corporate credit strategy and is a frequent guest on CNBC, Bloomberg, NPR and Yahoo Finance. Winnie began her career in investment banking, covering energy and power companies. She also spent time in high yield research, focused on health care, and high yield trading.
Winnie graduated from Emory College with a B.A. in International Studies and completed her JD/MBA at the Emory School of Law and Goizueta Business School. Winnie is a member of the North Carolina and Illinois Bar Associations. Winnie was selected as one of Charlotte Business Journal’s 40 Under 40 and was one of 12 women invited to participate in Bloomberg’s New Voices program.
Senior Director, Head of APAC ESG Ratings and Research, Sustainable Fitch

Nneka Chike - Obi

Nneka Chike-Obi is Senior Director, APAC Head of ESG Ratings and Research at Sustainable Fitch, overseeing bond, framework and entity-level evaluations (Ratings) and cross-sector thematic analysis (Research) for the region.
Before joining Fitch in 2020, Nneka worked in emerging markets’ impact investing and private equity at Acorus Capital in Hong Kong and AgDevCo in London, focusing on the natural resources and industrial sectors in sub-Saharan Africa. She previously worked as a commodities analyst at ICAP and Barclays Capital.
Nneka has an M.Sc. from The London School of Economics and a B.A. from Stanford University.

Guest Speakers:

Managing Director - Head of Fixed Income, China Ping An Insurance Overseas (Holdings) Limited

Gordon Tsui, CFA

Gordon Tsui is a seasoned bond fund manager with more than two decades of financial market experience. He previously led the fixed income team at Taikang Asset Management (Hong Kong) and managed the USD bond portfolio of Taikang Insurance Group Inc. Prior to this role, Gordon was Deputy Chief Investment Office of Hang Seng Investment Management and Lead Fund Manager of Hang Seng RMB Bond Fund, which won the “Best in Class” award in 2014 for “RMB Bond” category in Hong Kong by Bloomberg Businessweek. Gordon was stationed in New York as a Representative of Hong Kong Monetary Authority between 2001 and 2004.
Head of Public Fixed Income - Asia, MetLife Investment Management

Bei Fu

Bei Fu, based in Hong Kong, is the Head of Public Fixed Income, Asia for MetLife Investment Management (MIM). Operating in this capacity since July 2020, she is responsible for Asia-based research, trading and portfolio management activities across 9 countries and a team of more than 20 investment professionals. Prior to this role, Bei was the Head of credit and trading and in charge of the investment portfolios for MetLife Insurance’s Asia business from 2017-2020. Bei was a China specialist when she joined MetLife in Jan 2015. Before MetLife, Bei spent 11 years and was a senior director at S&P where she led the Greater China Light Industries analytical team that provided rating services across sectors including property, consumer & retail, telecommunications & technology. She has 19 years of industry experience.
Head of Fixed Income - North Asia, HSBC Private Bank

Carman Lau

Carman Lau is the Head of Fixed Income, North Asia at HSBC Private Banking. She has over 10 years of experience in EM bonds and structure credit, and is responsible for devising fixed income investment strategy and bond recommendation for private clients. Carman joined HSBC Private Banking in 2014 and prior to that, she has worked at various investment banks including UBS and Commerzbank as a credit sales and structurer.
Head of Credit - Asia-Pacific Middle-East, Crèdit Agricole CIB

Alan Roch

Alan Roch was appointed Head of Credit for Asia-Pacific at Crèdit Agricole CIB in August 2021 who oversees the Global Market Division’s overall credit products activities in Asia-Pacific across origination, strategic equities, syndicate, trading and sales. Alan was co-chair of the ICMA APAC bond committee from 2019 to 2021. Alan brings 20 years of experience including Debt Syndicate gained in London and Asia. He joins Crèdit Agricole CIB from Standard Chartered Bank where he was Head of Asia Bond Syndicate, based in Hong Kong. Prior to that he was Head of Debt Syndicate Asia-Pacific at ANZ, following various positions at RBS and ABN Amro, in both Asia and London.