1:30 p.m. SGT

Opening Address: Is Emerging Asia Picking Up Steam?

• Is Emerging Asia’s growth at risk amid macroeconomic curveballs?

Speakers:

• Louis Kuijs, Chief Economist, Asia-Pacific, S&P Global Ratings
• Eunice Tan, Managing Director, Head of Credit Research, Asia-Pacific, S&P Global Ratings

1:45 p.m. SGT

India Panel: Can India Achieve Its Potential And What Is Needed?

• What is the outlook for Indian corporates, and what is needed to support their growth? What are the implications for credit?
• The macro credit landscape and potential challenges that could impede progress.

Panelists:

• Shilpa Singhal, Senior Fund Manager, Asian Credit, Schroders
• Anjan Agarwal, Head of Debt Capital Markets, India, J.P. Morgan
• YeeFarn Phua, Director, Sovereign Ratings, S&P Global Ratings
• Neel Gopalakrishnan, Director, Corporate Ratings, S&P Global Ratings

Moderator:

• Geeta Chugh, Managing Director, Financial Institutions Ratings, S&P Global Ratings

2:35 p.m. SGT

Special Feature: Impact Of Weaker Currencies On Emerging South And Southeast Asian Economies

• Outlook for South And Southeast Asian currencies.
• Currency depreciation risks for rated corporates and financing.

Panelists:

• Vishrut Rana, Senior Economist, Asia-Pacific, S&P Global Ratings
• Xavier Jean, Managing Director, Corporate Ratings, S&P Global Ratings

Moderator:

• Andrew Wood, Director, Sovereign Ratings, S&P Global Ratings

2:50 p.m. SGT

Industry Dive: Outlook For The EV And Batteries Sector Amid Evolving Tariffs

• How will the supply and demand outlook for batteries and EVs change in the face of tariffs?
• Review of critical minerals mining in the region: reserves, production rates, pricing environment, and upcoming capital expenditures.
• Credit implications across the value chain.

Panelists:

• Gavin Montgomery, Principal Analyst, Metals and Mining, S&P Global Commodity Insights
• Danny Huang, Managing Director, Corporate Ratings, S&P Global Ratings

Moderator:

• Bertrand Jabouley, Managing Director, Head of Sustainable Finance, Asia-Pacific, S&P Global Ratings

3:10 p.m. SGT

Emerging Asia Panel: Impact Of Trade Tensions On China's Manufacturing Diversification

• Which industries could face the biggest impact from shifts in China's manufacturing hubs? A progress update.
• Which "Plus One" locations are being considered?
• Credit implications across the value chain.

Panelists:

• Gene Ma, Head of China Research, Chief Representative, APAC, Institute of International Finance (IIF)
• Claire Yuan, Director, Lead Analyst, China Auto, Corporate Ratings, S&P Global Ratings
• Hins Li, Associate Director, Lead Analyst, China Technology, Corporate Ratings, S&P Global Ratings

Moderator:

• Charles Chang, Managing Director, Greater China Country Lead, Corporate Ratings, S&P Global Ratings

3:50 p.m. SGT

Southeast Asia Panel: Adapting To China's Changing Dynamics

• Influence of a changing China on Southeast Asia's commodities and infrastructure landscape.
• Achieving the "Plus One" position: investment needs, patterns, and financing

Panelists:

• Mary Anne Low, Director, Infrastructure Ratings, S&P Global Ratings
• Ivan Tan, Director, Financial Institution Ratings, S&P Global Ratings
• Ker Liang Chan, Associate Director, Corporate Ratings, S&P Global Ratings

Moderator:

• Xavier Jean, Managing Director, Corporate Ratings, S&P Global Ratings

4:25 p.m. SGT

Closing Address

Vera Chaplin, Managing Director, Regional Practice Lead, Asia-Pacific, S&P Global Ratings

4:30 p.m. SGT

End Of Virtual Conference