agenda

  • 09:00 – 09:30

    Registration

  • 09:30 – 09:35

    Opening Remarks

    Speaker:
    • Gary LauManaging Director, Corporate Finance Group, Moody’s Ratings
  • 09:35 – 09:55

    Presentation: Global macro and credit outlook

    •  What is the global growth outlook in 2027?

    •  What are the key credit themes shaping up global credit landscape in 2027?

    Speaker:
    • Gene FangExecutive Director, Sovereign Risk, Moody's Ratings
  • 09:55 – 10:55

    Roundtable Discussion: China macro and credit outlook

    •  What is the baseline growth trajectory for China?

    •  How is China’s growth and credit outlook supported by policy and manufacturing strength?

    •  How are China’s structural challenges reflected in its sovereign credit profile?

    •  How is China’s K-shaped economy driving credit divergence across sectors?

    Moderator:
    • Lillian LiVice President, Credit Strategy and Guidance Group, Moody’s Ratings
    Speaker:
    • C. Marshall MillsSenior Resident Representative in China, International Monetary Fund’s
    • Gene FangExecutive Director, Sovereign Risk, Moody's Ratings
  • 10:55 – 11:15

    Networking break

  • 11:15 – 12:05

    Roundtable Discussion: Nonfinancial Corporates Outlook: Winners and Losers from the Transition of Economic Growth Drivers

    •  What are the key factors driving Chinese corporates outlook in 2027?

    •  Who have been the winners and losers of China’s economic rebalancing so far?

    •  What’s the progress and impact of the anti-involution campaign?

    •  Is infrastructure the growth driver or enabler?

    Moderator:
    • Lina ChoiExecutive Director, Corporate Finance Group, Moody's Ratings
    Speakers:
    • Boris KanVice President, Project & Infrastructure Finance Group, Moody's Ratings
    • Ying WangVice President, Corporate Finance Group, Moody's Ratings
    • Mike ZhuVice President, Corporate Finance Group, Moody's Ratings
    • Yan LiAssistant Vice President, Project Infrastructure Finance, Moody's Ratings
  • 12:05 – 13:10

    Networking Lunch

  • 13:10 – 14:00

    Outlook for Chinese Financial Institutions and Securitization Market in 2027

    •  The impact of government policies and the operating environment on Chinese financial institutions and the securitization market.

    •  The implications of capital market development and household wealth reallocation for various financial institutions.

    •  Securitization market issuance trends and asset performance.

    Moderator:
    • Chen HuangExecutive Director, Financial Institutions Group, Moody's Ratings
    Speakers:
    • Frank YuenSenior Vice President, Financial Institutions Group, Moody’s Ratings
    • Gracie ZhouSenior Vice President, Structured Finance Group, Moody’s Ratings
    • Kelly ChenVice President, Financial Institutions Group, Moody’s Ratings
    • Nicholas ZhuVice President, Financial Institutions Group, Moody’s Ratings
  • 14:00 – 14:50

    China's path to decarbonization: Opportunities and challenges

    •  How significant is China’s energy transition plan compared to other major economies?

    •  What opportunities and challenges do the energy transition present for major high-emission industries?

    •  What role can sustainable finance play in supporting the energy transition?

    Moderator:
    • Boris KanVice President, Project & Infrastructure Finance Group, Moody's Ratings
    Speakers:
    • LU RuquanExecutive Director&President of CNPC Economics & Technology Research Institute
    • Peiyuan GuoChairman, SynTao Green Finance Chairman, China SIF
    • Ying WangVice President, Corporate Finance Group, Moody's Ratings
    • Alfred HuiAssistant Vice President, Sustainable Finance Assessments, Moody's Ratings
  • 14:50 – 15:10

    Networking break

  • 15:10 – 16:00

    China’s AI Race: From Scale to Returns

    •  Can China turn lower-CAPEX AI into a lasting competitive advantage?

    •  Who will capture the economics of surging AI demand?

    •  Where will AI drive the most infrastructure investment?

    •  What risks could constrain those benefits?

    Moderator:
    • Ying WangVice President, Corporate Finance Group, Moody's Ratings
    Speakers:
    • Yubin FuVice President, Sub Sovereign Group, Moody’s Ratings
    • Sue SuVice President, Corporate Finance Group, Moody's Ratings
    • Sarah XuVice President, Corporate Finance Group, Moody's Ratings
  • 16:05 – 16:10

    Closing remarks

    Speaker:
    • Kai HuExecutive Director and Head of China, Moody's Ratings
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