Summary
S&P Global Ratings analysts from the Financial Institutions team held a live interactive webinar on Thursday, August 28, 2025. They provided their latest insights across 19 banking jurisdictions in Asia-Pacific—examining what market conditions mean for banks, where risks remain, and how credit dynamics are evolving in the region.
Key discussion points included:
- How do high equity prices and low credit spreads speak to downside risks that could hit banks?
- How tariffs, geopolitics and financing conditions will chart the course for bank ratings.
- Our base case ratings outlook is stable – what will shift the dial to negative?
- Positive rating pockets and other green shoots.
- Key banking system updates – China, India, SSEA, Japan, Korea, Australia, and more.
- Nontraditional risks and opportunities and banks - cyber, digitalization, AI and climate.
Speakers:
Daehyun Kim, Director, Lead Analyst, Korea
Deepali Seth-Chhabria, Associate Director, South and Southeast Asia
Ivan Tan, Director, Lead Analyst, South and Southeast Asia
Kensuke Sugihara, Managing Director, Sector Lead, Japan
Nico DeLange, Director, Lead Analyst, Pacific
Nikita Anand, Director, South and Southeast Asia
Phyllis Liu, Director, Greater China Region
Ryan Tsang, Managing Director, Sector Lead, Greater China Region
Moderator:
Gavin Gunning, Managing Director, Sector Lead, Asia-Pacific
This webinar replay is free of charge.