Introduction

As China rebalances its economy, new economic drivers are emerging. In particular, the government is targeting sectors in advanced technology such as electric vehicles and automated intelligence (AI) to power the country’s growth recovery. And consumption is set to gain a bigger role in the economy.

Still, China faces challenges in charting a sustainable recovery amid complex, intertwined cyclical and structural issues. Decarbonizing the economy poses risks and opportunities. Meanwhile, regional and local governments will have to contend with the large contingent liabilities of their local government financing vehicles amid more selective support from the central government and a prolonged property downturn.

We invite you to explore these critical credit issues and trends impacting China and its economy with Moody’s credit analysts and industry experts.

Why attend?
01

Gain exclusive access to Moody’s thought leadership research

02

Connect with and hear from Moody’s leading analysts and industry leaders

03

Engage in live Q&A sessions and get your questions answered

04

Network with peers and industry players

agenda

  • 13:15 - 14:00

    Registration

  • 14:00 - 14:10

    Opening remarks

    Speaker:
    • Gary Lau, Managing Director, Corporate Finance Group, Moody’s Ratings
  • 14:10 - 15:25

    Global and China credit and economic outlook

    Speaker:
    • Marie Diron, Managing Director, Global Sovereign and Subsovereign Risk, Moody’s Ratings

     

    Panel discussion

    •  In what ways do global challenges and opportunities shape China’s growth prospects?

    •  How can China balance between ensuring short-term stabilization and implementing long-term structural reforms?

    •  How sustainable is China’s debt amid slowing economic growth?

    •  Is there sufficient policy support for China’s growth transformation and what are the implications for Asia-Pacific?

    Moderator:
    • Lillian Li, Vice President - Senior Credit Officer, Credit Strategy and Standards Group, Moody’s Ratings
    Speakers:
    • Gong Cheng, Managing Director - Chief Credit Officer APAC, Credit Strategy and Standards Group, Moody’s Ratings
    • Lola Woetzel, Former Partner and Senior Director of the McKinsey Global Institute [MGI] and Visiting Professor of Global China Studies at New York University in Shanghai (Shanghai only)
    • Steven Alan Barnett, Senior Resident Representative in China, International Monetary Fund (Beijing only)
  • 15:25 - 15:45

    Tea break

  • 15:45 - 16:10

    Impact of AI technology and NEV growth on Chinese corporates

    •  What are the challenges to new energy vehicle (NEV) growth and how will the industry’s rise impact automakers?

    •  What are the opportunities, challenges and current status of China’s development in automated intelligence (AI)?

    •  How does Chinese corporates’ AI development compare globally?

    Speaker:
    • Lina Choi, Associate Managing Director, Corporate Finance Group, Moody’s Ratings
  • 16:10 - 16:35

    China power sector: Road to carbon neutrality

    •  How can China balance between decarbonization and energy security?

    •  What are the key investment areas on the road to decarbonization?

    •  How does China’s progress compare with other markets?

    Speaker:
    • Boris Kan, Vice President - Senior Credit Officer, Project & Infrastructure Finance Group, Moody’s Ratings
  • 16:35 - 17:25

    Panel discussion: Decoding credit risks amid new paradigms

    •  Can China’s policies contain risks in the local government financing vehicle (LGFV) sector?

    •  How will these policies affect financial institutions?

    •  How will the credit profiles of key corporate sectors evolve amid new paradigms?

    •  How will stimulus policies affect the trends and performance of the auto ABS market?

    •  Will the offshore market be a less important channel given low onshore interest rates?

    Moderator:
    • Ivan Chung, Associate Managing Director, Corporate Finance Group, Moody’s Ratings
    Speakers:
    • Kai Hu, Senior Vice President, Corporate Finance Group, Moody’s Ratings  (Shanghai only)
    • Nicholas Zhu, Vice President - Senior Credit Officer, Financial Institutions Group, Moody’s Ratings
    • Qian Zhu, Vice President - Senior Credit Officer, Financial Institutions Group, Moody’s Ratings (Shanghai only)
    • Gracie Zhou, Vice President - Senior Analyst, Structured Finance Group, Moody’s Ratings
    • Sue Su, Vice President - Senior Analyst, Corporate Finance Group, Moody’s Ratings (Beijing only) 
    • Cindy Yang, Vice President - Senior Analyst, Corporate Finance Group, Moody’s Ratings (Beijing only)
    • Sarah Xu, Vice President - Senior Analyst, Corporate Finance Group, Moody’s Ratings (Shanghai only)
  • 17:25-17:30

    Closing Remarks

    Speaker:
    • Li Ma, Managing Director - Head of China, Moody’s Ratings
  • 17:30

    Event ends

    • *Agenda as of 6 May

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