Emerging Markets Summit Asia 2022
Recovery: Delayed or Derailed
IN-PERSON EVENT
Sands Expo & Convention Centre, Singapore
*Registration for the covenants workshop is now full, register to be added to the waitlist
Add to waitlist
-
08:30
Pre-Summit Workshop: Asian High-Yield Bond Covenant Packages
- What is the purpose of covenants?
- How do we analyze covenant risk categories?
- What are the credit risks associated with loosening cash leakage and debt incurrence covenant protections?
- What are the covenant trends to note, and how does Asia compare globally?
-
09:00
Registration & Coffee
-
09:30
Welcome Remarks
-
09:35
Big Picture: Macroeconomic Presentation and Panel Discussion
Is Globalization in Retreat or Reboot?
- What are new challenges to Asia’s growth models?
- How are the pandemic, politics and global supply chain changes affecting markets?
- What is the outlook for global commodities, inflation and interest rates?
- How will China’s economic downturn and policy trends impact Asia’s emerging markets?
-
10:30
Issuer Viewpoint Panel: Navigating Recovery in a Never Normal World
- How are rated Asian issuers managing risks and seizing opportunities amid the current evolving macro-economic environment?
- What are issuers expecting in terms of the funding environment amid central bank tightening?
- How are ESG risks and opportunities affecting issuers?
-
11:20
Networking & Coffee Break
-
11:45
Investor Viewpoint Panel: Finding Opportunity Amid Volatility
How are Asia's top investors managing risk and positioning themselves amid inflation and market volatility?
- How are Asian issuers performing – “Same same but different”?
- Investing in China – risk or opportunity?
- How do investors incorporate governance risk into investment decisions?
-
12:30
Morning Wrap Up
-
12:35
Networking Lunch
-
14:00
In-Focus Session: Round 1 (45 min)
-
14:00
China State-Owned Enterprises (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?
-
14:00
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?
-
14:00
Infrastructure
Funding Diversity and Debt Sustainability?
- How are Multilateral Development Banks (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?
-
-
14:55
In-Focus Session: Round 2 (45 min)
-
14:55
China Local Government Financing Vehicles (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?
-
14:55
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?
-
14:55
Transportation
Deglobalization or Diversification?
- 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?
-
-
15:50
In-Focus Session: Round 3 (45 min)
-
15:50
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?
-
15:50
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?
-
15:50
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?
-
Confirm cancellation
Something went wrong.
An error occurred trying to play the stream. Please reload the page and try again.
CloseSign In
Please sign in to your account: