Outlook for Chinese Corporates
Thursday, November 28, 2019
November
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What are the credit trends for the Chinese industrial, SOE/LGFV and property sectors?

How will the slower China GDP growth and ongoing US-China trade tensions affect rated corporates?

Join us to hear from Moody’s lead analysts and market leaders.

Agenda

08.30Registration & coffee

09.00Opening remarks

Gary Lau, Managing Director, Corporate Finance Group, Moody’s

09.10Presentation

The macro-economic outlook and policy trade-offs

  • Growth is slowing amid deleveraging and ongoing trade tensions
  • Macro policies are geared towards growth, but a strong rebound is unlikely
  • Policy challenges and trade-offs are rising as regional risks grow

Michael Taylor, Managing Director and Chief Credit Officer, Asia Pacific, Moody’s

09.35Presentation

Widening credit differentiation amid slowing growth

  • Which sectors are most resilient to the slowing growth?
  • Which sectors are most exposed to trade tensions?
  • What constitutes a “safe haven” investment in the current climate?

Clement Wong, Associate Managing Director, Corporate Finance Group, Moody’s

Followed by a panel discussion

Led by Clement Wong, Associate Managing Director, Corporate Finance Group, Moody’s

Hemant Lodha, Managing Director, Financing Solutions Group, HSBC

Yishan Cao, Vice President, Credit Research, PIMCO

Ada Li, VP–Senior Analyst, Public, Project & Infrastructure Finance Group, Moody’s

Lina Choi, Senior Vice President, Corporate Finance Group, Moody’s

10.20Coffee break

10.35Panel discussion

A closer look at the property sector

  • How are trade disputes and the slowing economy impacting property policies?  
  • 2020 outlook for housing demand
  • How tight are liquidity conditions for developers?

Led by Franco Leung, Associate Managing Director, Corporate Finance Group, Moody’s

Lawrence Leung, Head of Capital Markets and Investors Relations, CIFI Holdings (Group) Co., Ltd.

Carolyn Chu, Asia Credit, T. Rowe Price

Soo Chong Lim, Head of Asia Corporate Research, J. P. Morgan

11.20Presentation

The evolving role of local government financing vehicles (LGFVs)

  • Why is leverage on the rise again for LGFVs?
  • How effective are the government’s easing measures at containing risk at the RLG level?
  • How will credit resilience trend over time?

Led by Ivan Chung, Associate Managing Director, Greater China Credit Research, Moody’s

Kai Hu, Senior Vice President, Corporate Finance Group, Moody’s

Amanda Du, VP–Senior Analyst, Sovereign/Sub-sovereign Group, Moody’s

12.00Closing remarks

Gary Lau, Managing Director, Corporate Finance Group, Moody’s

Agenda

08.30Registration & coffee

09.00Opening remarks

Gary Lau, Managing Director, Corporate Finance Group, Moody’s

09.10Presentation

The macro-economic outlook and policy trade-offs

Michael Taylor, Managing Director and Chief Credit Officer, Asia Pacific, Moody’s

09.35Presentation

Widening credit differentiation amid slowing growth

Clement Wong, Associate Managing Director, Corporate Finance Group, Moody’s

Followed by a panel discussion

Led by Clement Wong, Associate Managing Director, Corporate Finance Group, Moody’s

Hemant Lodha, Managing Director, Financing Solutions Group, HSBC

Yishan Cao, Vice President, Credit Research, PIMCO

Ada Li, VP–Senior Analyst, Public, Project & Infrastructure Finance Group, Moody’s

Lina Choi, Senior Vice President, Corporate Finance Group, Moody’s

10.20Coffee break

10.35Panel discussion

A closer look at the property sector

Led by Franco Leung, Associate Managing Director, Corporate Finance Group, Moody’s

Lawrence Leung, Head of Capital Markets and Investors Relations, CIFI Holdings (Group) Co., Ltd.

Carolyn Chu, Asia Credit, T. Rowe Price

Soo Chong Lim, Head of Asia Corporate Research, J. P. Morgan

11.20Presentation

The evolving role of local government financing vehicles (LGFVs)

Led by Ivan Chung, Associate Managing Director, Greater China Credit Research, Moody’s

Kai Hu, Senior Vice President, Corporate Finance Group, Moody’s

Amanda Du, VP–Senior Analyst, Sovereign/Sub-sovereign Group, Moody’s

12.00Closing remarks

Gary Lau, Managing Director, Corporate Finance Group, Moody’s

Speakers

Yishan Cao
Vice President
Credit Research

Guest Speaker

PIMCO

Guest Speaker

PIMCO

Vice President
Credit Research
Yishan Cao
Soo Chong Lim
Head of Asia Corporate Research

Guest Speaker

J.P. Morgan

Guest Speaker

J.P. Morgan

Head of Asia Corporate Research
Soo Chong Lim
Carolyn Chu
Asia Credit

Guest Speaker

T. Rowe Price

Guest Speaker

T. Rowe Price

Asia Credit
Carolyn Chu
Lawrence Leung
Head of Capital Markets and Investors Relations

Guest Speaker

CIFI Holdings (Group) Co., Ltd.

Guest Speaker

CIFI Holdings (Group) Co., Ltd.

Head of Capital Markets and Investors Relations
Lawrence Leung

Gary Lau
Managing Director
Corporate Finance Group

Moody's Investors Service

Moody's Investors Service

Corporate Finance Group
Managing Director
Gary Lau
Michael Taylor
Managing Director and Chief Credit Officer,
Asia Pacific

Moody's Investors Service

Moody's Investors Service

Asia Pacific
Managing Director and Chief Credit Officer,
Michael Taylor
Clement Wong
Associate Managing Director
Corporate Finance Group

Moody's Investors Service

Moody's Investors Service

Corporate Finance Group
Associate Managing Director
Clement Wong
Lina Choi
Senior Vice President
Corporate Finance Group

Moody's Investors Service

Moody's Investors Service

Corporate Finance Group
Senior Vice President
Lina Choi
Franco Leung
Associate Managing Director
Corporate Finance Group

Moody's Investors Service

Moody's Investors Service

Corporate Finance Group
Associate Managing Director
Franco Leung
Ivan Chung
Associate Managing Director & Representative Director – Hong Kong
Head, Greater China Credit Research & Analysis

Moody's Investors Service

Moody's Investors Service

Head, Greater China Credit Research & Analysis
Associate Managing Director & Representative Director – Hong Kong
Ivan Chung
Kai Hu
Senior Vice President
Corporate Finance Group

Moody's Investors Service

Moody's Investors Service

Corporate Finance Group
Senior Vice President
Kai Hu
Amanda Du
Vice President – Senior Analyst
Sub-sovereign

Moody's Investors Service

Moody's Investors Service

Sub-sovereign
Vice President – Senior Analyst
Amanda Du
Ada Li
Vice President – Senior Analyst
Project & Infrastructure Finance

Moody's Investors Service

Moody's Investors Service

Project & Infrastructure Finance
Vice President – Senior Analyst
Ada Li

Please contact Anita So for more information.