Credit Trends - Hong Kong

IN-PERSON EVENT | Four Seasons Hong Kong

A New Era: Can inflation, energy, and political risks be contained?

Credit Trends Hong Kong returns to an in-person event this February!

 Join us as we explore Greater China's economic tensions and credit risks in the context of geopolitical risks and global energy crisis, and get more clarity on how global themes will play out as the new era unfolds.

Agenda

09:35 - 10:35
HKT

Panel Discussion on Credit Conditions

Continued Property Weakness and Slower Global Growth

  • How are banks’ asset risks and profitability likely to evolve and affect structured finance deals? 
  • Will credit differentiation widen among non-financial companies? How will the state shape the role of state-owned enterprises? 
  • How will the infrastructure sector drive economic growth and what is our outlook on the power sector?
10:35 - 10:55
HKT

Presentation on Default & Rating Trends

Defaults and Ratings as the Credit Cycle has Turned

  • Rating: Will downgrades continue surpassing upgrades?
  • How are defaults expected to evolve in 2023?
  • Are risks well signaled?
10:55 - 11:25
HKT

Networking and Coffee Break

11:25 - 12:00
HKT

Keynote Interview with Barclays' Chief China Economist

China’s Macro Landscape Post COVID-19

  • How will the economic growth drivers evolve amid challenges?
  • Will inflationary pressure and onshore interest rates rise?
  • Will foreign investments and capital inflow revert to pre-COVID highs?
12:00 - 12:45
HKT

Panel Discussion on Climate ​& Net Zero

Reshaping Economies and Financial Markets: Managing Climate Risk

  • What is the credit impact of climate change on Greater China issuers, compared with those from other regions?
  • What are the key climate risk factors in 2023 for issuers in China?
  • How can sustainable finance help issuers to prepare for the transition to net zero?
12:50 - 13:15
HKT

Networking Lunch

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Jian Chang Managing Director, Chief China Economist Barclays Investment Bank Bio
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Valerie Kwan Director, Engagement Asia Investor Group on Climate Change Bio
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Wendy Cheong Managing Director – Regional Head of Asia Pacific Moody's Investors Service Bio
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Gary Lau Managing Director, Corporate Finance Moody's Investors Service Bio
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Ivan Chung Associate Managing Director, Corporate Finance Moody's Investors Service Bio
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Clement Wong Associate Managing Director, Corporate Finance Moody's Investors Service Bio
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Ning Loh Associate Managing Director, Project & Infrastructure Finance Moody's Investors Service Bio
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Chen Huang Associate Managing Director, Financial Institutions Moody's Investors Service Bio
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Jerome Cheng Associate Managing Director, Structured Finance Group Moody's Investors Service Bio
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Sophia Lee Associate Managing Director, Financial Institutions Group Moody's Investors Service Bio
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Lina Choi Senior Vice President, Corporate Finance Moody's Investors Service Bio
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Clara Lau Senior Vice President/ RPO, Credit Strategy & Standards Moody's Investors Service Bio
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John Wang Vice President - Senior Analyst, ESG Moody's Investors Service Bio
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Ada Li Vice President – Senior Credit Officer, Project & Infrastructure Finance Moody's Investors Service Bio
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David Ho Sustainable Finance Analyst Moody's Investors Service Bio


Event Details:

Venue: Four Seasons Hotel Hong Kong

Address: 8 Finance St, Central, Hong Kong

Date: Thursday, 9 February 2023

Time: 09:00 – 13:15 HKT