GARY LAU
Managing Director, Moody's Investors Service

» Navigating leverage, liquidity and the legacies of coronavirus
» Inflation, interest rates and the risks to Asia's recovery
» Commodity price outlook: supply constraints in a multispeed global economy

ATSI SHETH
Managing Director, Moody's Investors Service

The New Normal, a Growing Digital Economy and Higher ESG Focus

As Asia emerges from the aftermath of the multiple waves of infection at varying pace, we gain perspective from business leaders in technology, hospitality and renewables as they answer investors and issuers' key questions, such as:

» What credit challenges and opportunities lie ahead in a post - Covid, highly digitized and environmentally focused world?
» How will corporate strategies evolve as recovery in Asia lags behind that of US and Europe?
» How will changes to the workplace affect business operating models?
» How will corporate funding strategy evolve in an environment of low interest rates and highly attractive equity valuations?

Moderator:
LAURA ACRES
Managing Director , Moody's Investors Service

Panelists:
PETER OEY
CFO, Grab

ABHISHEK GUPTA
CFO, OYO Rooms

ROBBIE SINGH
CFO, Adani Group

WAI MING WONG
Executive Vice President & CFO, Lenovo

After a Decade of Rapid Growth, has the Asian HY Sector Hit a COVID Wall?

» Will Asia see further strong growth in the HY sector?
» Can we expect to see greater diversity in the years ahead?
» Will the negative default trend continue?
» How does Asia’s high-yield market compare with other global HY markets?
» What will COVID mean for the Asian HY sector?

Moderator:
IAN LEWIS
Associate Managing Director, Moody's Investors Service

Panelists:
SANDRA VESELI
Managing Director , Moody's Investors Service

ANNALISA DI CHIARA
Senior Vice President, Moody's Investors Service

STEPHANIE CHEONG
Analyst, Moody's Investors Service

Will Credit Quality of Rated SOEs Remain Stable?

» Is support for broader SOEs becoming more selective?
» Although rated SOEs’ leverage will likely decline in next 12-18 months, will it remain higher than the pre-pandemic level?
» Why SOE will play an important role in China’s carbon transition and industry upgrade

Moderator:
KAI HU
Senior Vice President, Moody's Investors Service

Panelists:
ADA LI
Vice President - Senior Credit Officer, Moody's Investors Service

DAVID YIN
Vice President – Senior Credit Officer, Moody' s Investors Service

JIN WU
Vice President - Senior Credit Officer, Moody's Investors Service

SUE SU
Vice President – Senior Analyst , Moody's Investors Service

YUTING LIU
Vice President - Senior Analyst , Moody's Investor Service

Balancing Energy Transition Urgency and Pandemic-Delayed Recovery

» How will oil prices and persistently low Asian refining margins affect credit profiles?
» How effective will Asian oil & gas companies’ strategies be to protect against energy transition?
» Will Asian national oil companies continue to remain strategically important to their respective governments as energy security gives way to energy transition?

Moderator:
VIKAS HALAN
Associate Managing Director , Moody's Investors Service

Panelists:
KAI HU
Senior Vice President , Moody's Investors Service

WAN HEE YOO
Vice President - Senior Credit Officer , Moody's Investors Service

HUI TING SIM
Analyst, Moody's Investors Service

SWETA PATODIA
Analyst, Moody's Investors Service

Is There a Safe Journey Ahead?

» Can we predict a sustained recovery in airline passengers?
» Has the port sector weathered the storm?
» Are all roads back to normal yet?

Moderator:
ADA LI
Vice President - Senior Credit Officer, Moody's Investors Service

Panelists:
JONATHAN ROOT
Senior Vice President, Moody's Investors Service

SPENCER NG
Vice President – Senior Analyst, Moody's Investors Service

RALPH NG
Vice President – Senior Analyst, Moody's Investors Service

How will Chinese Developers Perform Following the Recent Liquidity Challenges?

» How will regulatory measures affect sales and the competitive landscape over the next 6-12 months?
» How will property developers manage their refinancing risk amid challenging funding conditions?
» What should we look for when monitoring property developers' credit in the next 6-12 months?

Moderator:
FRANCO LEUNG
Associate Managing Director, Moody's Investors Service

Panelists:
ALBERT YAU
CFO, Zhongliang Holdings Group

ZHI WEI FENG
Senior Credit Analyst, Loomis Sayles

KAVAN TSANG
Senior Vice President, Moody's Investors Service

APAC Miners and Steelmakers – Bumper Prices but Rising ESG Risks

» How are receding pandemic fears and buoyant commodity prices aiding companies' credit profiles?
» How are geopolitical tensions and regulatory challenges increasing risk?
» How is ESG focus shaping funding considerations and new investments?
» What role will the mining and steel industries play as the world transitions towards carbon neutrality? Are there any winners and losers?

Moderator:
MATTHEW MOORE
Senior Vice President,
Moody's Investors Service

Panelists:
JIN WU
Vice President - Senior Credit Officer, Moody's Investors Service

KAUSTUBH CHAUBAL
Vice President - Senior Credit Officer, Moody's Investors Service

MAISAM HASNAIN
Vice President - Senior Analyst,
Moody's Investors Service

How the Changing Environment is Expediting LGFV Credit Differentiation

» How to decipher the increasing complexities differentiating LGFVs from commercialized SOEs
» Will funding costs between LGFVs from different regions continue to diverge?
» Why the offshore high-yield market may become more important for weaker issuers

Moderator:
IVAN CHUNG
Associate Managing Director, Moody's Investors Service

Speakers:
ADA DAI
Deputy General Manager, Head of Rating Advisory Team, China CITIC Bank International

CINDY YANG
Vice President – Senior Analyst, Moody's Investors Service

JACK YUAN
Assistant Vice President – Analyst, Moody's Investors Service

SARAH XU
Assistant Vice President - Analyst, Moody's Investors Service

Repowering Ahead

» What is driving power demand recovery?
» When will clean energy surpass coal power?
» What will drive the power sector to achieve carbon neutrality?

Moderator:
RAY TAY
Senior Vice President, Moody's Investors Service

Panelists:
BORIS KAN
Vice President - Senior Credit Officer, Moody's Investors Service

MIC KANG
Vice President – Senior Credit Officer, Moody's Investors Service

ADA LI (Q&A Support)
Vice President - Senior Credit Officer, Moody's Investors Service

How Pandemic Management, ESG focus, and the Policy Environment are Shaping Credit Quality in India

» Will progress in vaccination programs result in a sustained economic rebound amid a potential third wave and which rated companies will benefit the most?
» How will increasing ESG focus shape corporate credit quality and will ESG be a driver for new investments?
» Will government and central bank policies remain accommodative?

Moderator:
JACINTHA POH
Vice President - Senior Credit Officer, Moody's Investors Service

Speakers:
KAUSTUBH CHAUBAL
Vice President - Senior Credit Officer, Moody's Investors Service

SWETA PATODIA
Analyst, Moody's Investors Service

Investments and regulations – threats to credit quality?

» Which sectors have recovered faster than others?
» What have technology companies done toward high-end manufacturing?
» Will new investment requirement stall deleveraging?
» How have regulations affected the internet and education sectors?

Moderator:
CLEMENT WONG
Associate Managing Director, Moody's Investors Service

Panelists:
ALAIN LAM
Vice President and CFO, Xiaomi Corporation

EDWIN KAM
Deputy Chief Investment Officer - Fixed Income, Value Partners Group Ltd.

LINA CHOI
Senior Vice President, Moody's Investors Service

GERWIN HO
Vice President - Senior Credit Officer, Moody's Investors Service

Turnover is Vanity, Profit is Sanity but Cash is Reality

» Has Indonesia’s second coronavirus wave derailed recovery momentum?
» Who are the winners and losers of the pandemic?
» How will an increasing ESG focus affect commodity players?  
» Can companies fall back on domestic banks to meet their liquidity needs?

Moderator:
ANNALISA DI CHIARA
Senior Vice President, Moody's Investors Service

Panelists:
JACINTHA POH
Vice President - Senior Credit Officer, Moody's Investors Service

NIDHI DHRUV
Vice President – Senior Analyst, Moody's Investors Service

MAISAM HASNAIN
Assistant Vice President – Analyst, Moody's Investors Service

HUI TING SIM
Analyst, Moody's Investors Service

STEPHANIE CHEONG
Analyst, Moody's Investors Service

Funding Diversity for Sustainability

» How are issuers greening infrastructure?
» How are policy makers and MDBs facilitating funding diversity?
» What is the future of sustainable infrastructure investment?

Moderator:
ADA LI
Vice President - Senior Credit Officer, Moody's Investors Service

Panelists:
STEFEN SHIN
Principal Investment Officer , AIIB

PREMOD THOMAS
CEO, Bayfront Infrastructure Management

RAY TAY
Senior Vice President, Moody's Investors Service

EM High-Yield Bond Covenants Trends and Workshop

» Overview of a typical EM HY-bond package and how it compares to structures from other regions
» Why EM covenants have reached their all-time weakest level
» How issuers are gaining flexibility to incur debt and pushing bondholders down the capital structure
» The growing risk of shareholders extracting value at the expense of bondholders

JAKE AVAYOU
Vice President - Senior Covenant Officer, Moody's Investors Service