Asia-Pacific Sector Trends 2024 | S&P Global Ratings | 29 January 2024 | Webinar

Nearly half the world’s adults will go to the ballot box in 2024. Notably in Asia, India and Indonesia will hold elections. For the world, the U.S. presidential contest is the one to watch. With hot and cold strategic conflicts around the globe, investors have to contend with geopolitical uncertainty. Meanwhile, financial markets are anticipating inflation and interest rates to ease. 2024 is looking to be a mixed year for regional industry sectors.

Topics:
• What are the top risks for Asia-Pacific?
• How do we view the region's interest rate and currency trends?
• How could geopolitical developments affect the region?
• What is S&P’s auto demand outlook in 2024 and what are the key risks facing the industry?
• How do we see dynamics of the battery industry changing in 2024?
• How will the different commercial real estate asset classes fare in 2024?
• Are China and Hong Kong homebuilders seeing light at the end of the tunnel?
• What are the key drivers for 2024?
• How do we view credit measures across the region?
• What are top risks for sovereigns?
• How are China’s local and regional governments holding up?
• Credit trends for Pacific governments
• Regional developments and energy transition trends
• Key credit risks that rated entities will have to navigate
• Financing ability and impediments
• How would Gen AI and the cyclical industry recovery benefit APAC tech hardware issuers in 2024?
• Leverage trends for APAC telcos
• Will hydrocarbon prices hold up in 2024 and what are the credit implications for the oil & gas sector?
• Credit outlook for APAC’s metals and mining sector, and how shifting dynamics in China may affect the region
• What will test our outlook for 2024?
• Key risks and trends affecting banks’ asset quality

2024 Speakers

MODERATORS:

Danny Huang
Managing Director & Analytical Manager, Corporate Ratings, S&P Global Ratings

Lawrence Lu
Managing Director, Analytical Manager, Corporate Ratings, S&P Global Ratings

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

Philip Chung
Managing Director, Analytical Manager, Sovereign, IPF and Financial Services Ratings, S&P Global Ratings

Abhishek Dangra
Managing Director & Analytical Manager, Infrastructure & Utilities Ratings, S&P Global Ratings

Clifford Kurz
Director, Corporate Ratings, S&P Global Ratings

Minh Hoang
Director, Corporate Ratings, S&P Global Ratings

Gavin Gunning
Managing Director, Financial Institutions Ratings, S&P Global Ratings

SPEAKERS:

Eunice Tan
Managing Director, Head of Credit Research, Asia-Pacific, S&P Global Ratings

Louis Kuijs
Managing Director, Chief Economist, Asia-Pacific, S&P Global Ratings

Kim Eng Tan
Managing Director, Sovereign Ratings, Asia-Pacific, S&P Global Ratings

Claire Yuan
Director, Corporate Ratings, S&P Global Ratings

Katsuyuki Nakai
Director, Corporate Ratings, S&P Global Ratings

Stephen Chan
Associate Director, Corporate Ratings, S&P Global Ratings

Edward Chan
Director, Corporate Ratings, S&P Global Ratings

Simon Wong
Director, Corporate Ratings, S&P Global Ratings

Craig Parker
Managing Director, Corporate Ratings, S&P Global Ratings

Sandy Lim
Director, Corporate Ratings, S&P Global Ratings

Ryohei Yoshida
Associate Director, Corporate Ratings, S&P Global Ratings

Sam Playfair
Associate Director, Corporate Ratings, S&P Global Ratings

Wenyin Huang
Director, International Public Finance Ratings, S&P Global Ratings

Laura Li
Managing Director, Infrastructure & Utilities Ratings, S&P Global Ratings

Anthony Walker
Director, Sovereign & International Public Finance Ratings, S&P Global Ratings

Parvathy Iyer
Managing Director, Infrastructure & Utilities Ratings, S&P Global Ratings

Rachna Jain
Managing Director, Infrastructure & Utilities Ratings, S&P Global Ratings

Apple Li
Director, Infrastructure & Utilities Ratings, S&P Global Ratings

David Hsu
Associate Director, Corporate Ratings, S&P Global Ratings

Hins Li
Associate Director, Corporate Ratings, S&P Global Ratings

Yijing Ng
Associate Director, Corporate Ratings, S&P Global Ratings

Annie Ao
Director, Corporate Ratings, S&P Global Ratings

Pauline Tang
Associate Director, Corporate Ratings, S&P Global Ratings

Richard Creed
Director, Corporate Ratings, S&P Global Ratings

Geeta Chugh
Managing Director, Financial Institutions Ratings, S&P Global Ratings

Ming Tan
Director, Financial Institutions Ratings, S&P Global Ratings

Ryoji Yoshizawa
Managing Director, Financial Institutions Ratings, S&P Global Ratings

Sharad Jain
Director, Financial Institutions Ratings, S&P Global Ratings