Introduction
What was meant to be a year of recovery for China has thus far become another year of challenges. Property sector stress, ongoing COVID situation, supply chain strains, and geopolitical tensions are adding downward pressure on China’s economy in the short term.
Some Chinese cities have started easing property restrictions since the beginning of this year. How successful will these measures be in prompting growth? Will we see more defaults in the property sector? How exposed is the financial sector to the property slowdown? What role will LGFVs play as their business models continue to evolve?
This conference offers unparalleled insight into China’s economy and credit trends.
agenda
Moderator：
- Dongyang Xue, Vice President, CCXI
- Han Lv, Vice President, CCXI
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09:00 – 09:15
Opening remarks
- Yan Yan, Chairman and President, CCXI
- Min Ye, Managing Director and Head of International, Moody's China
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09:15 – 10:00
Keynote speech
- Zhenhua Mao, Chief Economist of CCXI
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10:15 – 10:55
Fireside Chat: How will China balance its policy goals against rising headwinds?
• To what extent will the Russia-Ukraine military conflict slow the global economic recovery?
• What is China’s growth outlook amid multiple internal and external headwinds?
• Will the near-term measures to stimulate growth affect China’s longer-term policy goals?
- Lillian Li, Vice President – Senior Credit Officer, Credit Strategy and Standards, Moody’s
- Martin Petch, Vice President - Senior Credit Officer, Sovereign Risk Group, Moody’s
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11:00 – 11:45
Panel discussion: Credit profiles of Chinese banks and resolution of stressed institutions under macroeconomic pressure?
• What’s the impact of macroeconomic policy adjustment on Chinese banks’ credit profile?
• How will the evolving risks in the real economy affect banks’ credit exposures?
• What is the resolution process of distressed financial institutions under the proposed Financial Stability Law?
Moderator：- Nicholas Zhu, Vice President – Senior Credit Officer, Financial Institutions Group, Moody's
Speakers：- Yuqi Wen, Director, Financial Institutions Dept., CCXI
- Teng Fei, Director, Financial Institutions Dept., CCXI
- David Yin, Vice President – Senior Credit Officer, Financial Institutions Group, Moody's
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11:45 – 12:30
Panel discussion: Transition of NBFIs amid tightening regulations
• Will uncertainties in regulations cause shocks to financial leasing companies?
• Are business model changes of leasing companies inevitable in the mid to long term? Will the competitive landscape evolve over time?
• Could AMCs stabilize their credit profiles by shifting focus to core business and strengthening corporate governance and management?
• Are life insurers’ agency channels under continuous pressure given slowing premium growth and industry transformation?
• How will the Russia-Ukraine military conflict exacerbate inflation and insurers’ market volatility risks?
Moderator：- Han Lv, Vice President, CCXI
Speakers：- Tianyu Xue, Managing Director, Financial Institutions Dept., CCXI
- Yunpeng Zhang, Director, Financial Institutions Dept., CCXI
- Qian Zhu, Vice President – Senior Credit Officer, Financial Institutions Group, Moody’s
- David Yin, Vice President – Senior Credit Officer, Financial Institutions Group, Moody's
Moderator：
- Ivan Chung, Associate Managing Director, Corporate Finance Group, Moody's
- Li Ma, Managing Director, Corporate Finance Group, Moody's
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13:30 – 14:10
Keynote speech: How will LGFVs risks evolve given multiple challenges?
• How will LGFVs’ investment expansion affect their credit profiles?
• How will the relationship between RLGs and LGFVs evolve?
• Will LGFVs in fundamentally weak regions resolve difficulties in issuing debt ?
Speakers：- Yuping Li, Vice President, CCXI
- Cindy Yang, Vice President – Senior Analyst, Corporate Finance Group, Moody’s
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14:15 – 14:45
Keynote speech: Property: How will risks evolve with recent policy finetuning?
• How will policy adjustments affect the overall credit profile of the sector?
• How will the property credit landscape transform amid multiple challenges?
Speakers：- Tianxuan Gong, Managing Director, Corporate Rating Dept., CCXI
- Kelly Chen, Vice President - Senior Analyst, Corporate Finance Group, Moody’s
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14:45 – 15:45
Panel discussion: Evolving credit risks of key industries amid short-term growth target and mid- to long-term rebalancing
• What are the credit risk trends and key concerns in onshore and offshore bond markets over the next 12 months?
• How will the government’s growth policy and dual carbon goals affect the credit risks of key industries?
• How will the Russia-Ukraine military conflict disrupt key industries and supply chains?
Moderator：- Yafang Wang, Vice President of CCXI
Speakers：- Haixia Yuan, Vice President of CCXI Research Institute
- Aodi Yang, Senior Director, Corporate Rating Dept., CCXI
- Lina Choi, Senior Vice President, Corporate Finance Group, Moody’s
- Qingqing Guo, Assistant Vice President – Analyst, Project and Infrastructure Finance Group, Moody’s
- Kai Hu, Senior Vice President, Corporate Finance Group, Moody’s
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16:00 – 17:00
Panel discussion: Growth trend in asset securitization amid multiple challenges
• What is the evolving trend in underlying asset quality amid multiple challenges?
• How will macro and sector developments affect the securitization market?
• What are the innovation and growth prospects of the securitization market?
Moderator：- Li Wang, Managing Director, Structured Finance Dept., CCXI
Speakers：- Yun Wei, Managing Director, Structured Finance Dept., CCXI
- Ye Tian, Senior Deputy Director, Structured Finance Dept., CCXI
- Wei Yang, Senior Deputy Director, Structured Finance Dept., CCXI
- Jerome Cheng, Associate Managing Director, Structured Finance Group, Moody’s
- Gracie Zhou, Vice President – Senior Analyst, Structured Finance Group, Moody’s
Speakers
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