12:10 PM Panel three: What to expect in the coming 12 months Rising inflation, tightening monetary policies and the threat of recession have dampened global economic sentiment. Amid these uncertainties, investors are continuously on the lookout for safe assets to achieve stable returns. Asia’s bond markets, anchored by strong fundamentals, offer a bright spot. Issuers are flocking to the market once again and investors are once again finding favour in the region’s local currency bonds. Asia’s investment grade bonds, meanwhile, are outperforming their US counterparts as volatility continues. How has the Fed’s tapering and US interest rate hikes affected Asian bonds? Where are the opportunities today in Asia’s fixed income market? What challenges do domestic borrowers face today? What do global investors look for when investing in local currency bonds? Charles Yang vice president CCXAP Arsa Indaravijaya deputy secretary-general and chief investment officer Government Pension Fund Thailand Nishad Majmudar AVP-analyst, sovereign risk group and credit strategy and research Moody’s Investors Service Omar Slim managing director and portfolio manager, fixed income PineBridge Investments Thu Ha Chow head of Asian fixed income Robeco Daniel Yu (moderator) editor-in-chief The Asset 01:00 PM Luncheon 02:30 PM In conversation: What’s next for ASEAN bond markets Delvin Chong senior vice president, treasury and markets Cagamas Edmund Leong managing director and head of group investment banking UOB Darryl Yu (moderator) managing editor The Asset 03:00 PM Panel four: Search for yield - public or private markets? Following years of rapid growth, Asia’s high-yield bond market has shrunk dramatically. China’s property sector, which dominates issuance in this space, is still embroiled in a crisis, and regulators have stepped in to address the crisis. Meanwhile, the demand for private credit has exploded as investors explore opportunities on the private side. What will China’s recent policy initiatives mean for Asia’s high-yield bond market? Which markets and sectors are providing risk-adjusted value for investors? Why are investors turning to the private credit market for opportunities? Sumit Bhandari lead portfolio manager, Asia private credit, alternative investments Allianz Global Investors Diana Reeves co-founder and director Cabot Capital Partners Andrew Tan managing director & head of Asia pacific private debt Muzinich Nitish Agarwal CEO and CIO Orion Capital Asia Chito Santiago (moderator) executive editor The Asset