28 - 29 May, 2019
Harbour Grand, Hong Kong
Kheng Siang Ng
Head of Fixed Income, Asia Pacific
State Street Global Advisors
2:50 PM Fire-side Chat: As Asia’s local currency bond markets enter the next decade of growth, how can you adapt and reposition your portfolios to gain maximum returns from them?
As Asia’s bond markets enter the next decade of growth, operating conditions have changed markedly. A region that once struggled out of the debacle of the late 1990s meltdown is now an oasis of economic stability and the driver of global economic growth, especially since the great financial crisis of 2008. China has emerged to become the world’s second largest economy. Its bond market is now the world’s third largest, placed behind the United States and Japan. In this session our speakers will share their insights on:
-Are Asian local currency bonds attractive to global investors? And how can they gain maximum exposure in this market?
-As the emerging markets go through periods of volatility, is it still recommended to allocate emerging markets in core portfolios?
-With emerging markets offering less security than majority of international developed markets, what are the risk factors that investors should look out for?
-Sell-off in spreads, liquidity crunch and emerging market currency capitulation - Are you poised to reap active returns in this more volatile and macro-driven market?
-The political dynamics in Indonesia and Malaysia – With the presidential elections happening in 2019, what are the uncertainties these markets will face?
-The inclusion of Chinese and Indonesian bonds into the global bond indices – How has this improved the overall sentiment towards Asian local currency bonds and has there been a positive impact on performance?
-Hard Vs. local currency bonds – How can you choose between these to enjoy the full benefits of potential bond market returns?