Welcome And Opening Remarks

Speaker:
Vera Chaplin, Managing Director, Chief Analytical Officer, Asia-Pacific, S&P Global Ratings
 

Panel 1 | China And The New U.S. Administration

• Roadmap – Tariffs and retaliation – Canada, Mexico, China, EU – Who and what’s next?
• China’s response – Will the two sessions show the way forward?
• APAC’s choice – How will countries and markets manage the impact and navigate the middle?

Panelists:
Robert Dohner, Senior Fellow, Atlantic Council
Freddy Wong, Managing Director, Head of Asia Pacific, Invesco Fixed Income
Louis Kuijs, Managing Director, Chief Economist, Asia-Pacific, S&P Global Ratings

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

 
Panel 2 | Sector Outlooks, Funding Needs, And The Asia-Pacific Pipeline

• Relativity – Which sectors will be stronger or weaker in 2025?  IG, HY, cross-overs, consumers, casino, autos, others
• Needs – How will Trump 2.0 affect capex, M&A, and other funding needs across APAC?
• Conditions - How will elections, regulations, bank access, and defaults affect issuance?

Panelists:
Jonathan Yip, Head of Debt Capital Markets, Asia Pacific, Fidelity International
Danny Huang, Managing Director, Analytical Manager, Corporate Ratings, S&P Global Ratings
Shawn Park, Director, Corporate Ratings, S&P Global Ratings

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

 
Presentation | Korea In Focus – Tariffs, Trade Tensions, And The BBBs

Presenter: JunHong Park, Director, Corporate Ratings, S&P Global Ratings
  

 
Presentation | Japan in Focus – Tariffs, BOJ, And Mergers & Acquisitions

Presenter: Makiko Yoshimura, Director, Corporate Ratings, S&P Global Ratings
  

Panel 3 | Energy Transition - Stormy Weather After Leaving Paris 

• Is the movement over? Will U.S.’ exit from the Paris Agreement lead Indonesia, New Zealand, and others to follow?
• Storms on the horizon – Will non-compliance, greenwashing rules, and other headwinds reduce issuance?

Panelists:
Danquan Tang, Director, Head of Green/ESG Financial Products Advisory, BOC International
Parvathy Iyer, Managing Director, Infrastructure Ratings, S&P Global Ratings
Joyee Lam, Associate Director, Sustainable Finance, S&P Global Ratings

Moderator: 
Christopher Yip, Managing Director, Sector Lead, China Local Government, Infrastructure Ratings, S&P Global Ratings
  

 
Panel 4 | New Markets And New Financing

• Vietnam, Philippines, Mongolia – How to navigate between U.S. and China?
• New financing structures – JVs, project finance, private credit, and other emerging structures.
• Private credit – Are interest alignment, asset security, and other features good for bond holders?

Panelists:
Monica Hsiao, CIO-Founder, Triada Capital
Xavier Jean, Managing Director, Sector Lead, Corporate Ratings, S&P Global Ratings
Andrew Wood, Director, Sovereign Ratings, S&P Global Ratings

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

  
Presentation | India In Focus - Will Slowing Growth Raise Corporate Risks?

Presenter: Neel Gopalakrishnan, Director, Sector Lead, Corporate & Infrastructure Ratings, S&P Global Ratings

  

  
Presentation | Australia In Focus – Will Trade Headwinds Upset A Soft Landing?

Presenter: Paul Draffin, Managing Director, Analytical Manager, Corporate Ratings, S&P Global Ratings

  

Closing Remarks