Summary
S&P Global Ratings' senior analysts held a live, interactive webinar on Thursday, April 24, 2025, discussing the impact of new U.S. tariffs on issuers in China, Japan, Korea, Southeast Asia, and India.
Key discussion points included:
- How will China's ports, tech, and internet firms fare?
- What will happen to Japanese and Korean automakers?
- What risks do Asian semiconductor firms face?
- How will tariffs hit Southeast Asian oil and gas and mining names?
- Can growth and service focus shield Indian firms for long?
- Why are some issuers upgraded amid the headwinds?
Speakers:
Christopher Yip, Managing Director, Sector Lead, China Local Government, Infrastructure & Utilities Ratings
Clifford Kurz, Director, China Technology Lead, Corporate Ratings
JunHong Park, Director, Korea Corporates Lead, Corporate Ratings
Minh Hoang, Director, Southeast Asia Commodities Lead, Corporate Ratings
Neel Gopalakrishnan, Director, Sector Lead, South Asia, Corporate and Infrastructure Ratings
Yuta Misumi, Associate Director, Japan Auto Lead, Corporate Ratings
Moderator:
Charles Chang, Managing Director, Greater China Country Lead, Corporate Ratings
The webinar replay is free of charge.