This promises to be an incredibly insightful evening, featuring expert speakers and valuable discussions on the economic landscape ahead.
Building upon the success of our previous Economic Outlooks, this panel discussion will centre around navigating recent geopolitical frictions, key megatrends such as the rise of generative AI, the impact of ageing demographics, the low-carbon transition, and central bank policies in response to inflationary pressures and supply constraints.
Agenda
18:00 – 18:30: Registration/Networking
18:30 – 19:30: Panel Discussion + Q&A
19:30 – 21:00: Cocktail (featuring Swiss wines and finger food) + Networking
Gain Unique Perspectives from seasoned experts on a range of topics, including:
- From Hype to Utility: The investment narrative is pivoting from AI infrastructure to “AI Broadening,” focusing on companies in healthcare, finance, and industrials that are converting AI tools into actual margin expansion.
- The New Fiscal Reality: With budget deficits under the microscope, “bond vigilantes” have returned, making fiscal discipline and currency stability a top priority for fixed-income and FX strategy.
- The Infrastructure Bottleneck: The “AI Power Race” has elevated utilities, nuclear energy, and grid modernisation from sleepy sectors to critical, non-discretionary plays for the data-driven economy.
- Structural Diversification: As U.S. mega-cap dominance faces valuation scrutiny, alpha is being sought in corporate reforms in Japan, domestic growth in India, and the maturation of Private Credit as a core lending pillar.
- Geopolitics as a Cost of Business: Investors must now navigate a “fragmented world” where defence spending and cybersecurity are permanent budget line items and full-scale tariff implementation reshapes global trade flows.
Engage in Thought-Provoking Conversations:
- Participate in an interactive panel discussion with specialist speakers.
- Join in meaningful Q&A sessions to deepen your understanding and challenge perspectives.
Expand Your Network:
- Connect with professionals, industry leaders, and fellow enthusiasts passionate about Hong Kong’s future.
- Enjoy a cocktail reception designed for impactful networking and relationship-building.
Upon successful registration, please collect your visitor pass at the UBS Desk in the G/F lift lobby on the event day. Kindly present a valid photo ID upon collection of the pass. Please be reminded that the passes allow for one entry and one exit from the Tower only.
Members Ticket Price: HKD 168
Non-Members Ticket Price: HKD 268