-
Summary
Join our panel of thought leaders to discuss the impact of the trade tariffs on the economy and which sectors they are impacting the most in Asia. They will take a deep dive into the economic outlook and what the data is showing us on how businesses can adjust based on these trends.
Key Highlights:
- Following the U.S. trade tariffs and actions by other economies, what is the outlook for growth, inflation, currencies, interest rates and economies’ supply chain involvement in Asia-Pacific?
- How will supply chains adjust, with a focus on tactics such as pricing and cost negotiations through to long term investments in reshoring and technology.
- Are we seeing any related second-order effects from data and analytics point of view - what does data and AI bring to the table in this analysis?
Speaker
S&P Global Market Intelligence
Michelle Cheong
Head of Thought Leadership, Credit Solutions
Michelle P Cheong is Head of CreditPro® Product, Credit Solutions, where she owns product development, quality assurance, strategy, go to market, thought leadership and customer experience globally. Prior to joining S&P Global Market Intelligence, Michelle was a portfolio manager in Barclays Global Investors, State Street Global Advisors and Goldman Sachs Asset Management with responsibility of AUM up to USD 1bn; where she focused on alpha, portfolio construction and risk research. Michelle has a Bachelors in Mathematics and Economics (with Distinction) and Masters in Financial Engineering from Cornell University. She has also completed the All But Dissertation at the Ph.D. program in Finance at Nanyang Business School, Singapore.
S&P Global Market Intelligence
Shruthi Nagarajan
Senior Research Analyst, Credit Solutions Thought Leadership
Shruthi Nagarajan is a member of the Global Thought Leadership team for Credit Solutions data. She assists in identifying digital and quantitative use cases and conducts research to derive value from Credit Solutions data across various platforms, including desktop, bulk feed, cloud, and API. Previously, she was with the RatingsXpress Product Management team for API platforms.
Before joining S&P Global, Shruthi worked as a Business Analyst at Cognizant Technology Solutions. She holds a Bachelor's degree in Technology in Computer Science and Engineering from Jawaharlal Nehru Technological University, Hyderabad, India.
S&P Global Ratings
Louis Kuijs
Chief Economist, Asia-Pacific
Louis leads the Asia Pacific macro team and its research, forecasts and views. He contributes to S&P Global Ratings’ macro-credit narrative and represents the firm in events, conferences, and the media, delivering insights and thought leadership to the marketplace.
Before joining S&P Global Ratings in 2022, Louis held senior positions in both the public and private sectors, including at the International Monetary Fund (IMF) in Washington DC, the World Bank in Beijing, and at the Royal Bank of Scotland and Oxford Economics in Hong Kong. While with the World Bank, he led the China Quarterly Update, headed the Bank’s mid-term review of China’s 11th Five Year Plan, and led research on China’s saving and investment, rebalancing, and long-term growth and structural change.
Louis is a well-known observer of China’s economy and contributes regularly to the international media on China and Asia.
S&P Global Market Intelligence
Chris Rogers
Head of Supply Chain Research
Chris Rogers is Head of Supply Chain Research at S&P Global Market Intelligence. He has over 25 years of research experience, including more than a decade covering global supply chains. He has worked at firms including Panjiva (acquired by S&P Global in 2018), Bloomberg, JP Morgan, and most recently freight forwarder Flexport. His coverage includes corporate decision-making, international trade policy, and logistics network operations.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.