agenda

  • 09:00 – 09:30

    Registration

  • 09:30 – 09:35

    Opening Remarks

    Speaker:
    • Wendy CheongManaging Director - Regional Head of APAC 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:
    • Nicky DangSenior Vice President, Credit Strategy and Guidance Group, 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:
    • Yue SuChina Chief Economist at The Economist Intelligence Unit (EIU)
    • 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:
    • Clement WongManaging Director, Corporate Finance Group, Moody's Ratings
    Speakers:
    • Kai HuExecutive Director and Head of China, Moody's Ratings
    • Boris KanVice President, Project & Infrastructure Finance Group, Moody's Ratings
    • Sarah XuVice President, Corporate Finance Group, Moody's Ratings
    • Daniel ZhouAssistant Vice President, Corporate Finance Group, 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:
    • Sean HungVice President, Financial Institutions Group, Moody's Ratings
    Speakers:
    • Gracie ZhouSenior Vice President, Structured Finance Group, Moody's Ratings
    • Kelvin KwokVice President, Financial Institutions Group, Moody's Ratings
    • Nicholas ZhuVice President, Financial Institutions Group, Moody’s Ratings
    • Eva ZhengAssistant Vice President, Financial Institutions Group, Moody's Ratings
  • 14:00 – 14:50

    Chinese Corporates Going Global: Key Catalysts, Evolving Pathways and Credit Implications

    •  What is driving the latest wave of overseas expansion by Chinese corporates, and what are the credit implications?

    •  How are technology, energy transition, regulation and geopolitics reshaping global expansion strategies?

    •  Where are the key execution and credit risks across manufacturing, infrastructure, services and financial sectors?

    •  How can financial institutions support sustainable and resilient international growth?

    Moderator:
    • Lillian LiVice President, Credit Strategy and Standards Group, Moody's Ratings
    Speakers:
    • Moosa MaoExecutive Director, Geely Auto
    • Qingqing GuoVice President, Project & Infrastructure Finance Group, Moody's Ratings
    • Cindy YangVice President, Corporate Finance Group, Moody's Ratings
    • Eva ZhengAssistant Vice President, Financial Institutions Group, 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:
    • Daniel ZhouAssistant Vice President, Corporate Finance Group, Moody's Ratings
    Speakers:
    • Shawn XiongSenior Vice President, Corporate Finance Group, Moody's Ratings
    • Yubin FuVice President, Sovereign and Sub-Sovereign Group, Moody’s Ratings
    • Sarah XuVice President, Corporate Finance Group, Moody's Ratings
  • 16:05 – 16:10

    Closing remarks

    Speaker:
    • Clement WongManaging Director, Corporate Finance Group, Moody's Ratings
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