Tariff Turbulence 2.0—Reshaping ASEAN Markets: Risks and Opportunities Ahead

CPT/CE Eligibility (A Recognized CPT Provider)

(CODE: 250522LU-CEX)

Join us for an engaging webinar that explores the impact of tariffs on ASEAN banks and financial markets within the context of broader economic shifts. This session will analyze how changing tariffs influence credit and bond performances in the regional banking sector.

We will delve into the implications of these changes for overall economic stability and the evolving landscape of banking credits in ASEAN, discussing which lenders might be better-placed among peers against this backdrop.

Additionally, we will examine banks’ capital structures and the likelihood of non-call risks for their perpetual bonds amid market volatility.

Finally, we will assess the macroeconomic trends in ASEAN as tariffs take the core focus of the market, equipping participants with valuable insights into the risks and opportunities presented by tariff changes and supply chain diversification. How will ASEAN navigate through the trade uncertainty, and what are policymakers’ responses? This webinar is designed to inform professionals navigating the dynamic financial environment.

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About the Speaker

Rena Kwok is a senior credit analyst for Bloomberg Intelligence specializing in banks and nonbanks in Asia. Prior to joining Bloomberg, Rena has acquired years of experience in the regulatory and front-line corporate lending aspects of credit under the large local banks in Singapore, OCBC and UOB. She has knowledge in Basel Risk and credit risk analysis. Her industry expertise spans across banks, real estate, wholesale, and retail sectors.

 Rena earned her bachelor’s degree (2nd Upper Honors) in Finance from Nanyang Technological University in Singapore. She is a CFA charterholder and has obtained certificate in ESG investing by CFA Institute.

Yun Liu joined HSBC in April 2019 as an ASEAN economist. Prior to moving to Hong Kong, Yun worked at the International Monetary Fund in Washington, DC, as a research analyst. She gained experience in Asian economies and emerging markets in Washington, DC, and Sydney. She holds an MA in international economics from the Johns Hopkins University School of Advanced International Studies and a bachelor’s degree in international and global studies (first class honours) from the University of Sydney.

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CFA Societies Global Passport Program

CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates.  Please contact CFA Society Hong Kong at events@cfahk.org to register.

Remarks:

• Registration is requested, please register on or before Tue, 20 May 2025.
• The Zoom webinar link and email confirmation will be sent to the registrant upon successful online registration. Each registrant will be given a unique link for each session, please do not share the link with others.
• A webinar reminder will be sent out 1 day before the event. If you have not received the email confirmation and reminder, it is the delegate’s responsibility to contact CFA Society Hong Kong to confirm their place.
• Please log in the webinar link 10 mins in advance of the session start time to allow some time to solve the technical issues (if any) and the webinar will start promptly at 12:30 PM.
• Participants will be entitled to receive CPT Attendance Letter at NO extra costs after attending the FULL webinar. To qualify for CPT/CE hours, all participants must attend the full webinar. After the webinar, Society staff will verify participants’ check-in and check-out time from the registration system for the purpose of issuing CPT Attendance Letters. No pro-rata credit hours will be awarded.
• For members, non-members & guests, registration is only confirmed upon receipt of payment. 
• To cope with the growing trend of going cashless, cash and cheque payment is strictly not accepted.  Please ensure the online payment is successfully completed, otherwise, the registration may not be processed.
• Registrations should be paid in full before the commencement of the event. Immediate payment is required upon email confirmation. Should the registration fee remains outstanding, CFA Society Hong Kong reserves the right to disallow entrance to the event.
• Full amount will still be charged for no-show or enrolment made after Tue, 20 May 2025..
• An administration fee HK$50 will be charged for any cancellation of confirmed enrollment made on or before Tue, 20 May 2025.. All cancellation requests must be made in writing and be confirmed by email from Society Hong Kong.
• Refund of the event fee (less an administration fee of HK$50 per person) will be given for cancellation received on/before Tue, 20 May 2025..
• For payment made by credit card, a refund will be handled through the bank, please allow 4 to 6 weeks for processing. The amount will be refunded to the paid credit card account. 
• No refund will be given for cancellation received after Tue, 20 May 2025..
• Substitutions are allowed. Please notify us prior to the event. Non-member rate applies if the substitute is not a CFA Society Hong Kong member.
• CFA Societies Global Passport Program Eligible.
• The event will be conducted in English.
• For attendance-taking purpose, participants’ names and company names (if any) may be given to the speaker of this event.
• Should there be any changes to the event dates and other arrangements, we will notify participants via SMS and/or email.  Notices will also be posted on Society’s website.  Please stay alert with our notifications.
• The event organizers reserve the right to change the format, date or speakers of the event due to unforeseen circumstances without prior notice.
• In case of dispute, the decision of CFA Society Hong Kong is final, and no further correspondences will be entertained.

Personal Information Collection Statement

• Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here.  
• CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org.

By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.

1. The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
2. In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.