Asian Investment Conference 2022
Overview of daily sessions and streams
The Asian Investment Conference serves as a platform to share ideas and insights, and foster networks across a wide spectrum of thought leaders and decision makers. Learn more about our impressive lineup of speakers and the agenda for 2022 below.
Agenda: Monday, March 21 to Thursday, March 24, 2022
Corporate access meetings: Monday, March 21 to Wednesday, March 30, 2022
Monday, March 21, 2022
21:00 – 1 Day EDT
21:05 – 1 Day EDT
21:10 – 1 Day EDT
Keynote Economics Panel
With inflation ending a period of near-zero rates, what comes next?
The return of uncomfortably high inflation is ending a prolonged period of near-zero interest rates; as the US Fed’s March hike indicates, the special measures introduced to tackle the pandemic now need correcting themselves. US inflation reached a 30-year high in January, but the jury is out as to how much tightening is required and how soon. When it comes to rates, how high is too high? And what do higher rates mean for financial markets? Are bond markets adequately discounting future hikes? Will investors view equities as inflation hedges, or as risky assets to be avoided?
- Mohamed El-Erian, President, Queens' College, Cambridge; Chief Economic Adviser, Allianz, former Chair, Global Development Council (Obama Administration)
- John B Taylor, Professor of Economics, Stanford University; Senior Fellow, Hoover Institution
- David Wang, Chief China Economist, Credit Suisse
- Moderator: Dan Fineman, Co-Head of Equity Strategy, Asia Pacific, Securities Research, Credit Suisse
*Replay available until April 1, 2022
22:00 – 1 Day EDT
How worried should we be about the near future?
Major geopolitical realignments are compounding “the first economic crisis of the Anthropocene.” The changing nature of the US-China relationship is reshaping the global political landscape with countries eventually having to choose sides, a pattern that would worry students of history. Russian discomfort with the eastward expansion of the EU and NATO has triggered conflict in Ukraine, anticipation of a rapid change in the world’s energy mix has reduced the strategic importance of the Middle East, and the US vacating Afghanistan has once again opened central Asia. How worried should we be about the near future as humanity adapts to shifting power equations? The AIC is proud to present a groundbreaking historian, who is as comfortable documenting the remaking of the global order during and between the two World Wars, as he is cogently analyzing the 2008 financial crisis and its impact on the world.
23:00 – 1 Day EDT
What will be China’s key comparative advantages in the next 10 years?
While Covid-19 remains a big overhang on China’s economy in 2022, policymakers in Beijing have shown little will to compromise between the near term pressure of slower economic growth with the commitment to long term goals that include industrial upgrading, common prosperity and carbon neutrality. Looking beyond the Covid crisis, whether China can fulfill its ambitious goals hinges on the country’s ability to continue to make good use of its comparative advantages, and at the same time capably address the challenges from a rapidly aging population and persisting China-US headwinds. With cheap labor no longer a comparative advantage, what are China’s key endowments as it heads into the next decade? What government policies are needed to make sure these advantages are well used? In light of the more active policy making and execution particularly in the last couple of years, will the market play a more or less important role in allocating economic resources than it has in the past few decades? Justin Yifu Lin, Honorary Dean of the National School of Development at Peking University, Councilor of the State Council and former World Bank Chief Economist and Senior Vice President, and also a key developer of the comparative advantage theory, will share his insights into these topics.
Back to school – how will technology transform the classrooms of tomorrow?
The intersection of technology and education became a global focal point during the Covid-19 pandemic as an entire generation of students switched to online learning. In India, most classrooms remained closed for over a year, prompting a surge in demand for web-based tuition. As schools reopen, what does the future look like for education technology?
The founder and CEO of BYJU’s, one of the world’s most valuable ed-tech companies, explains why technology means more than just access to online classes. Why is BYJU’s investing in offline tuition centers? What long-term trends will drive the business after the pandemic? How can technology support and empower both teachers and students?
- Byju Raveendran, Founder and CEO, BYJU’S
- Host: Sameer Sood, India Technology Coverage, Investment Banking & Capital Markets, Credit Suisse
How will artificial intelligence transform our world over the next two decades?
Technological advances have improved the quality of life for many of the world’s population, but inequality has grown in parallel. Can technology empower people and communities, helping them to move beyond the challenges holding them back? A leading futurist and tech entrepreneur provides his insights into how innovations like artificial intelligence and big data can be a catalyst for a better future. Whether climate change or poverty, tackling the biggest problems facing humankind today can’t be done with current resources. Breakthrough technologies from quantum computing to nuclear fusion hold great promise – but how will they play out over the next 25 years?
Reach for the stars – how do we achieve the impossible?
The first African American woman to pilot a spacecraft is on a mission to inspire others. Sian Proctor’s time at the controls of SpaceX’s Falcon 9 rocket in September 2021, at the age of 50, marked the realization of a lifelong ambition that speaks to the power of determination, application and faith. Why are so few astronauts drawn from the ranks of minorities? How can more women make their mark in science and space travel? And what does it really feel like to be in orbit around the earth?
- Sian Proctor, Geoscientist; explorer; space artist; astronaut
- Host: Jonathan Jenkins, Head of Equity Distribution, Asia Pacific, Credit Suisse
*Replay available until April 1, 2022
How is the metamorphosis of China’s capital markets creating new opportunities for alpha?
Over 30 years after the return of listed stocks in China, the A-share market is now undergoing a historic transformation. The previously fragmented, retail driven market is becoming an increasingly institutional driven market. In Greater China, the capital markets are further developing through the Stock Connect program, the “return home” of overseas-listed companies and ongoing market access reforms. How can investors capture value in this period of disruption? What does more proactive regulatory involvement mean for equities? What sectors will benefit from the impact of national programs such as Common Prosperity and Dual Circulation? Credit Suisse’s Head of Quantitative and Systemic Strategy (QSS) for Asia Pacific will discuss the implications of these recent trends, what we can expect in the coming years and how investors can harvest alpha from China’s institutional metamorphosis.
Where will the next disruptive innovations in renewables come from?
The switch to renewable energy will transform the global energy mix in the coming decades, but current technology falls far short of what is needed to reach net zero. Solar and wind manufacturers are working hard to improve the way we harness energy from renewable sources, and many innovative technologies have the potential to disrupt the renewable sector. What will solar panels and wind turbines of the future look like? How will next-generation technologies accelerate the transition to net zero? What will these innovations mean to the global supply chain? Our panel of leading solar and wind equipment manufacturers will share their perspectives on recent developments and the potential for disruption within the renewable sector.
India strategy – what is driving post-Covid growth?
India’s economy was already slowing before the arrival of Covid-19, and many fear that the economic scars from battling the pandemic have further reduced its potential growth rate. Our strategist disagrees: the prospects for the Indian economy are looking up as the government focuses on growth after a decade of fiscal consolidation.
This session will present evidence that growth is accelerating across services, manufacturing and housing construction. What are the bright spots for exports? How is low leverage supporting this picture? How are policymakers tilting the balance in favor of growth?
- Neelkanth Mishra, Co-Head of Equity Strategy, Asia Pacific, and India Equity Strategist, Securities Research, Credit Suisse
How will the digital revolution transform the healthcare sector?
The rapid adoption of technology in China and India has allowed the digital economy to leapfrog more developed markets, transforming consumer behavior and bringing millions into the financial system. Will it do the same for healthcare? How do smartphones improve access to medical services? Can computers help us make better medicines?
The AIC presents a conversation with the founders of two companies breaking through in the digital healthcare arena: API Holdings, which delivers medicines and online diagnostics to Indian consumers through its app, and Insilico Medicine, which uses artificial intelligence to power its research into new treatments. We explore what has been holding back the overall healthcare sector in China and India and how a digital approach could help narrow the gap.
- Siddharth Shah, Co-Founder, Managing Director and CEO, API Holdings
- Alex Zhavoronkov, Founder and CEO, Insilico Medicine
- Fang Liu, Portfolio Manager, Digital Health Fund, Asset Management, Credit Suisse
- Moderators: Anubhav Aggarwal, Head of Healthcare Securities Research, Asia Pacific, Credit Suisse; Yang Huang, Head of China Healthcare Securities Research, Credit Suisse
China by the numbers – how are policy changes playing out on the ground?
A flurry of policy changes and new regulations have added to the uncertainty around China’s economic outlook. How far will policy easing go in supporting the property sector and what is the impact on the ground so far? Is Beijing already putting its carbon goals on the back burner and what does this mean for the long-term targets? How will China exit Covid controls? Relying on grassroots data and independent analysis, David Murphy, Qiu Haixu and Chen Lei cut through the rhetoric to explore the pressing issues facing the Chinese economy today. This session will also provide an update on new energy vehicles, consumer sentiment and why a weaker housing market does not necessarily mean money will flow into the stock market.
How will the Russia-Ukraine conflict change the world?
The Russia-Ukraine conflict threatens to have lasting implications for the global balance of power. What is the endgame for Russia and how can global leaders restore a peaceful world order? As a key member of the Bush administration, acting as US National Security Advisor from 2001 to 2005 and Secretary of State until 2009, Condoleezza Rice is one of the architects of the current world order. She is also a scholar of political science, focusing on Eastern Europe and the Soviet Union, and has dealt first-hand with global leaders. Hear Sec. Rice share her insights on how the geopolitical developments may unfold and what role international capital will play in influencing the outcome.
- Dr Condoleezza Rice, US Secretary of State (2005-2009)
- Host: Nannette Hechler-Fayd’herbe, Chief Investment Officer International Wealth Management, and Global Head of Economics & Research, Credit Suisse
*Replay available until April 1, 2022