webcast-replays Ratings /ratings/en/events/webcast-replays/2024-asia-corporate-outlook-virtual-conference-feb-21-2024- events-detail__hero js-detail-hero esgSubNav
Webinar Replays

Asia Corporate Outlook Virtual Conference 2024: China’s New Year, Asia’s New Cycle

Recorded on:
Wednesday, February 21, 2024
Location:
On Demand
Duration:
3 hours

Now On-demand!

 

S&P Global Ratings hosted its annual Asia Corporate Outlook Virtual Conference on Wednesday, February 21, 2024. The theme this year was "China’s New Year, Asia’s New Cycle."

 

Senior members of S&P Global Ratings Asia-Pacific corporate ratings team and a distinguished panel of industry experts delved into the nuanced outlook for the corporate sectors in China, India, South Korea, and Southeast Asia. This complimentary conference replay offers an opportunity to gain insights into the evolving corporate landscapes of these key regions.

 

Please note that this event replay is closed to the media.

 

Conference Agenda

 

Welcome Remarks
Vera Chaplin, Managing Director – Asia-Pacific Regional Practice Lead, S&P Global Ratings 

Global Corporate Credit Outlook: Surprising Resilience – But Risks Abound
Gregg Lemos-Stein, Managing Director, Chief Analytical Officer, Global Corporate Ratings, S&P Global Ratings

Panel Discussion 1 | Risks and Opportunities In The New Cycle

  • Year of the dragon and the new rates cycle – what are the implication for global and Asian markets?
  • Geopolitics, elections, protectionism – how will they impact credit?


Panelists:
Jenny Zeng, Chief Investment Officer, Asia-Pacific Fixed Income, Allianz Global Investors

Soo Chong Lim, Managing Director and Head of Asia Credit Research, J.P. Morgan

Gregg Lemos-Stein, Managing Director, Chief Analytical Officer, Global Corporate Ratings, S&P Global Ratings 

Moderator: 
Christopher Lee, Managing Director, Chief Analytical Officer, Asia-Pacific, S&P Global Ratings

Panel Discussion 2 | Asia BBBs – Rising Stars vs. Fallen Angels

  • Sector trends vs. idiosyncratic risks: Chemicals, Autos, Tech
  • Government vs. fundamentals: SOEs across China, Indonesia, Thailand


Panelists:
Omar Slim, Managing Director, Co-Head of Asia ex-Japan Fixed Income, PineBridge Investments

Vijay Jote, Head of Asia-Pacific Credit Rating Advisory – Debt Capital Markets, BNP Paribas

Chang Li, Director, China Country Specialist, Corporate Ratings, S&P Global Ratings

JunHong Park, Director, Lead Analyst, Corporate Ratings, Korea, S&P Global Ratings

Moderator: 
Xavier Jean
, Managing Director, Southeast Asia Country Lead, Corporate Ratings, S&P Global Ratings

Panel Discussion 3 | Asia Speculative Grade – Where’s The Market Going?

  • Private credit vs. public markets – where will issuers go?
  • Dollar vs. domestic – how will rates affect activity?
  • China and Macao vs. Indonesia, India, Vietnam – where will investors focus?


Panelists:
Ani Deshmukh, Managing Director, Head of Credit, OMERS

Manjesh Verma, Managing Director, Head of APAC Credit and Fixed Income Research, BlackRock

Minh Hoang, Director, Lead Analyst, Corporate Ratings, Southeast Asia, S&P Global Ratings

Neel Gopalakrishnan, Director, Lead Analyst, Corporate Ratings, South Asia, S&P Global Ratings

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

 

 This conference replay is provided on a complimentary basis.

 

View the conference replay

Alex, please download the S&P Networking App

The Platts Events mobile app puts conference navigation and networking at your fingertips. Available one week before the event, the mobile app gives delegates :

  • Advance access to the attendee list
  • Live agenda updates and networking activities
  • Immediate access to speaker presentations
  • Essesntial, real-time event details and notifications
  • Upload a profile photo, set up a meeting, amd more

* Platts attempts to secure as many speaker presentations as possible, however some speakers choose not to share their materials. Therefore some presentations may not become available. Additionally speaker presentations for this event are only available for download from the networking mobile app and web link

View the Conference Replay

View Now

View the Conference Replay

View Now