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Webinar Replays

Asia-Pacific Sector Trends 2024

Date:
Tuesday, January 30, 2024 - 1:00 PM - 3:30 PM Beijing, Hong Kong, Singapore, Taipei, 2:00 PM - 4:30 PM Seoul, Tokyo, 4:00 PM - 6:30 PM Melbourne, Sydney, 10:30 AM - 1:00 PM Mumbai, 12:00 PM - 2:30 PM Jakarta, Bangkok, Hanoi
Location:
On Demand
Duration:
2 Hours 30 Minutes

Geopolitical Uncertainty Colors Prospects

Nearly half the world’s adults will go to the ballot box in 2024. Notably in Asia, India and Indonesia will hold elections. For the world, the U.S. presidential contest is the one to watch. With hot and cold strategic conflicts around the globe, investors have to contend with geopolitical uncertainty. Meanwhile, financial markets are anticipating inflation and interest rates to ease. 2024 is looking to be a mixed year for regional industry sectors.

Register and join our upcoming Asia-Pacific Sector Trends 2024: Geopolitical Uncertainty Colors Prospects live webinar on Tuesday, January 30, as S&P Global Ratings' senior credit analysts will discuss how latest developments will shape Asia-Pacific sectors in 2024.

Agenda (GMT+8)

 

1:00 PM

 

Welcome & Overview: Setting The Stage For 2024

 

  • What are the top risks for Asia-Pacific?
  • How do we view the region's interest rate and currency trends?
  • How could geopolitical developments affect the region?


Eunice Tan
, Managing Director, Head of Credit Research, Asia-Pacific, S&P Global Ratings

Louis Kuijs, Managing Director, Chief Economist, Asia-Pacific, S&P Global Ratings
Kim Eng Tan, Managing Director, Sovereign Ratings, Asia-Pacific, S&P Global Ratings

 

1:15 PM

Auto: More Headwinds Than Tailwinds

 

  • What is S&P’s auto demand outlook in 2024 and what are the key risks facing the industry?
  • How do we see dynamics of the battery industry changing in 2024?


Claire Yuan
, Director, Corporate Ratings, S&P Global Ratings

Katsuyuki Nakai, Director, Corporate Ratings, S&P Global Ratings

Stephen Chan, Associate Director, Corporate Ratings, S&P Global Ratings

 

Moderator: Danny Huang, Managing Director & Analytical Manager, Corporate Ratings, S&P Global Ratings

 

1:30 PM

Will We See Another Year Of Turbulence For APAC’s Real Estate Sector?

 

  • How will the different commercial real estate asset classes fare in 2024?
  • Are China and Hong Kong homebuilders seeing light at the end of the tunnel?


Edward Chan
, Director, Corporate Ratings, S&P Global Ratings

Simon Wong, Director, Corporate Ratings, S&P Global Ratings

Craig Parker, Managing Director, Corporate Ratings, S&P Global Ratings

 

Moderator: Lawrence Lu, Managing Director, Analytical Manager, Corporate Ratings, S&P Global Ratings

 

1:45 PM

Consumer Product & Retail Spending To Soften In 2024

 

  • What are the key drivers for 2024?
  • How do we view credit measures across the region?


Sandy Lim
, Director, Corporate Ratings, S&P Global Ratings

Ryohei Yoshida, Associate Director, Corporate Ratings, S&P Global Ratings

Sam Playfair, Associate Director, Corporate Ratings, S&P Global Ratings

 

Moderator: Andy Liu, Managing Director, Analytical Manager, Corporate Ratings, S&P Global Ratings
 

2:00 PM

Elevated Political And Economic Uncertainties Cloud Government And Related Ratings

 

  • What are top risks for sovereigns?
  • How are China’s local and regional governments holding up?
  • Credit trends for Pacific governments


Kim Eng Tan,
Managing Director, Sovereign Ratings, Asia-Pacific, S&P Global Ratings

Wenyin Huang, Director, International Public Finance Ratings, S&P Global Ratings

Laura Li, Managing Director, Infrastructure & Utilities Ratings, S&P Global Ratings

Anthony Walker, Director, Sovereign & International Public Finance Ratings, S&P Global Ratings

 

Moderator: Philip Chung, Managing Director, Analytical Manager, Sovereign, IPF and Financial Services Ratings, S&P Global Ratings

 

2:15 PM

Key Watchpoints For Infrastructure In 2024

 

  • Regional developments and energy transition trends
  • Key credit risks that rated entities will have to navigate
  • Financing ability and impediments


Parvathy Iyer
, Managing Director, Infrastructure & Utilities Ratings, S&P Global Ratings

Rachna Jain, Managing Director, Infrastructure & Utilities Ratings, S&P Global Ratings

Apple Li, Director, Infrastructure & Utilities Ratings, S&P Global Ratings

 

Moderator: Abhishek Dangra, Managing Director & Analytical Manager, Infrastructure & Utilities Ratings, S&P Global Ratings

 

2:35 PM

Will 5G And AI Deliver On Their Promises To Telco And Tech Issuers?

 

  • How would Gen AI and the cyclical industry recovery benefit APAC tech hardware issuers in 2024?
  • Leverage trends for APAC telcos


David Hsu
, Associate Director, Corporate Ratings, S&P Global Ratings

Hins Li, Associate Director, Corporate Ratings, S&P Global Ratings

Yijing Ng, Associate Director, Corporate Ratings, S&P Global Ratings

 

Moderator: Clifford Kurz, Director, Corporate Ratings, S&P Global Ratings

 

2:50 PM

Commodities Boom Or Bust: What’s In Store For 2024?

 

  • Will hydrocarbon prices hold up in 2024 and what are the credit implications for the oil & gas sector?
  • Credit outlook for APAC’s metals and mining sector, and how shifting dynamics in China may affect the region


Annie Ao
, Director, Corporate Ratings, S&P Global Ratings

Pauline Tang, Associate Director, Corporate Ratings, S&P Global Ratings

Richard Creed, Director, Corporate Ratings, S&P Global Ratings

 

Moderator: Minh Hoang, Director, Corporate Ratings, S&P Global Ratings

  

3:05 PM

Resilient Amidst Subdued Growth And High Rates

 

  • What will test our outlook for 2024?
  • Key risks and trends affecting banks’ asset quality


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

Ming Tan, Director, Financial Institutions Ratings, S&P Global Ratings

Ryoji Yoshizawa, Managing Director, Financial Institutions Ratings, S&P Global Ratings

Sharad Jain, Director, Financial Institutions Ratings, S&P Global Ratings

 

Moderator: Gavin Gunning, Managing Director, Financial Institutions Ratings, S&P Global Ratings

 

3:25 PM

Closing Remarks And End Of Conference

 

Eunice Tan, Managing Director, Head of Credit Research, Asia-Pacific, S&P Global Ratings 

 
Please feel free to join us at your convenience and take note of the session schedule located on the agenda. 

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