Eyes on Asia – Capitalizing on Market Dynamics and Opportunities Ahead
Learn moreAgainst a backdrop of significant economic transformation, this seminar brings together speakers to share their unique insights on a broad spectrum of critical issues impacting the global economy and implications for investment decisions.
Hosted by S&P Dow Jones Indices
Against a backdrop of significant economic transformation, this year’s annual Thought Leadership Seminar brings together market experts, institutional investors, and top decision-makers to share their unique insights on a broad spectrum of critical issues impacting the global economy and implications for investment decisions.
Topics will explore:
- Investment implications across the world’s leading equities markets
- Investment opportunities in Southeast Asia, China’s Greater Bay Area, and economic connectivity between Asia and the Middle East
- Asia’s growing bond market landscape
- Multi-asset strategies for enhanced portfolio diversification and risk management
Agenda
Wednesday, 06 November
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8:30 am - 9:00 am HKT
Registration
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9:00 am - 9:05 am HKT
Welcome Remarks
Charbel Azzi, Managing Director, Asia Pacific, Middle East, Africa, Turkey, India, & CIS -
9:05 am - 9:30 am HKT
Keynote: Market Outlook for 2024 and Beyond – Trends and Opportunities
Louis Kuijs, Chief Economist, APAC, S&P Global Ratings
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9:30 am - 10:15 am HKT
Panel: Investment Implications in the World's Top Equities Markets
- Is China’s dominance in emerging market equity shifting, and how are China’s innovation and domestic consumption supporting its growth opportunities?
- Is the Japanese equity market rally sustainable, and what are some of the driving factors that attract foreign investment?
- Will the U.S. market continue to grow supported by the rise of tech stocks and more recently the “magnificent seven”?
- What implications and strategies are gaining exposures in major equity markets?
Moderator:
Sue Lee, Director & Head of Index Investment Strategy, APAC, S&P Dow Jones Indices
Speakers:
Carmen Cheung, Head of Product, Hang Seng Investment Management
Tom Digby, Head of ETF Capital Markets, Asia Pacific
Minah Kim, Senior Director, Head of APAC Equity & Cryptocurrency Products, CME Group
Isaku Matsumoto, Chief Representative, Tokyo Stock Exchange -
10:15 am - 10:45 am HKT
Coffee Break
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10:45 am - 11:35 am HKT
Panel: Unlocking Opportunities from Connectivity – Domestic and Abroad
- What are the benefits of the ETF connect program and other connect initiatives by HKEX?
- What are the biggest investment opportunities in the China Greater Bay Area?
- What mutual benefits does the Asia-Middle East corridor provide?
Moderator:
Lee Hock Tan, Founding Editor and Publisher, Asia Asset Management
Speakers:
Nasser Alajaji, Chief of Listing, Saudi Exchange
Jean-François Mesnard-Sense, Senior Vice President, Head of Exchange Traded Products, Hong Kong Exchanges and Clearing Limited
Sherif Salem, Partner and Head of Public Markets, Lunate -
11:35 am - 12:05 pm HKT
Panel: Explore Asia's Evolving Bond Market
- What are the key factors driving Asia’s bond markets growth?
- How might fixed income help to both mitigate inflation and access income in the new rate environment?
Moderator:
Kangwei Yang, Director, Head of APAC Fixed Income Product Management, S&P Dow Jones Indices
Speakers:
Geoffrey Lunt, Head of Asia Investment Specialists, HSBC Asset Management
Kelvin Pang, Executive Director, Research, Morgan Stanley
Joanne Siu, Head of Intermediary, Hong Kong, Taiwan & Macau, State Street Global Advisors -
12:05 pm - 12:25 pm HKT
Panel: Harnessing Multi-asset Strategies for Enhanced Portfolio Diversification and Risk Management
- What are some of the broader asset classes to enhance multi-asset diversification besides equities and bonds?
- How can multi-asset diversification, which includes financial derivatives and alternatives, allow investors to potentially balance risk with reward in uncertain markets?
Moderator:
Phillip Brzenk, Global Head of Multi-Asset Indices, S&P Dow Jones Indices
Speakers:
Sharon Ang, Managing Director and Head of Global Derivatives Sales, APAC, CBOE Global Markets
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12:25 pm - 12:30 pm HKT
Closing Remarks
Angeline Choo, Head of Southeast Asia and Greater China, S&P Dow Jones Indices -
12:35 pm - 1:45 pm HKT
Networking Lunch
Location
Venue
Shop 3101 – 07 ifc mall, 8 Finance St, Central