Emerging Markets Summit Asia 2022

Recovery: Delayed or Derailed

IN-PERSON EVENT

Sands Expo & Convention Centre, Singapore

In-Focus Session: Round 1 | 14:00 SGT | 45 min

06
Sep

China State-Owned Enterprise (SOEs)

Credit Profile Stable Despite Slower Growth

  • What are performance and leverage trends for rated SOEs’?
  • How does Moody’s assess government and affiliate support for Chinese SOEs?
  • What are the unique features of SOE governance?
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Moody's Ratings
06
Sep

Commodities: Oil & Gas, Mining and Steel

Evolving Risks as Prices Soar(-ed)

  • To what extent will elevated prices help the financial profiles of commodity producers?
  • How will regulatory developments and rising  energy and commodity security concerns affect producers?
  • Is carbon neutrality a myth or reality for commodity producers?
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Moody's Ratings
06
Sep

Infrastructure

Funding Diversity and Debt Sustainability?

  • How are MDBs catalyzing private sector infrastructure investments?
  • How are governments balancing debt sustainability and  economic recovery?
  • How do policymakers maintain affordability amidst rising rates and costs?


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Moody's Ratings

In-Focus Session: Round 2 | 14:55 SGT | 45 min

06
Sep

China LGFVs​

Too Big to Ignore

  • Will LGFV bond dominate offshore USD corporate issuance?
  • Can implicit government support offset the concerns in weak financial metrics?
  • Is it possible to analyze the implicit government support?
  • Are LGFV investors too optimistic or are skeptics too conservative?
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Moody's Ratings
06
Sep

Real Estate

Southeast Asia: Striking a Difficult Balance

  • What is our outlook for the property sectors in Indonesia, Vietnam and Singapore?
  • How will companies balance consumer demand and profitability as operating cost increases?
  • Which companies are most vulnerable to rising rates and a tight funding market?
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Moody's Ratings
06
Sep

Transportation

Deglobalization in Progress? 

  • What is the impact of supply chain disruptions on Asia’s transportation?
  • What are recovery prospects amid economic headwinds?
  • What are the longer-term structural changes happening in the industry?
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Moody's Ratings

In-Focus Session: Round 3 | 15:50 SGT | 45 min

06
Sep

China Property

How will Severe Stress Transform the Sector?

  • How will policy adjustments affect the sector’s overall credit profile?
  • How will the property credit landscape change amid multiple challenges?
  • How will rated developers’ liquidity profiles evolve? Will we see more defaults this year?
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Moody's Ratings
06
Sep

Technology, Media & Telecommunication (TMT)

Diverging Paths of Growth

  • What 's next for the Asia’s technology, media and telecommunications sector?
  • What strategies will companies undertake to protect and drive growth?
  • What headwinds could derail growth and credit quality?
  • What will drive demand for internet services ? And what risks are lurking?
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Moody's Ratings
06
Sep

Power

Toward a Net-Zero Future

  • What are the pathways to emissions reduction for the region’s power sectors?
  • What is the impact of rising costs on energy security?
  • What is the future of thermal power generation in Asian emerging markets?
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Moody's Ratings