Summary
S&P Global Ratings held a live, interactive webinar on Thursday, September 24, where our analysts discussed key credit themes shaping both China's consumer sector and APAC technology issuers. The session will explore the latest trends influencing consumer spending and retail activity in China, alongside an assessment of potential downside scenarios for APAC technology issuers in an evolving AI investment environment.
Key discussion topics included:
China Consumer Outlook
- What drives consumer spending forecast by category?
- How are online and offline channels evolving?
- Where is demand for big-ticket items heading?
- What are the latest catering and dairy trends?
APAC Technology Sector
- Analyzing downside scenarios for an AI capex downcycle
- Assessing the transmission of falling AI capex across various technology sectors
- Identifying high exposure APAC technology issuers in an AI downcycle environment
Speakers:
China Consumer Outlook
Sandy Lim, Director & Lead Analyst, Corporate Ratings
Flora Chang, Associate Director, Corporate Ratings
Maggie Xie, Associate Director, Corporate Ratings
Jay Lau, Senior Analyst, Corporate Ratings
Lucy Liu, Rating Analyst, Corporate Ratings
APAC Technology Sector
Clifford Kurz, Director, Corporate Ratings
Cathy Lai, Associate Director, Corporate Ratings
Ji Cheong, Associate Director, Corporate Ratings
Moderator:
Andy Liu, Managing Director & Analytical Manager, Corporate Ratings
This webinar replay is free of charge.