Watch the On Demand version of this discussion

On Wednesday 1st December 4.30.pm – 5.30pm HKT / SGT, Hubbis will be hosting this unique outlook at 2022 with BBVA.

The event will be led by Stephen Sun, Head of Equity Sales Asia, BBVA, Carlos López, Head of Equity Asset Allocation, BBVA Global Markets Research and Dr. Le Xia, Chief Economist for Asia, BBVA Research Department.

As you look forward to 2022, put December 1 in your diary to join what will be an insightful, challenging and informative Hubbis Webinar – exclusively in association with BBVA.

 

Dec 1

Navigating 2022 equities post-pandemic landscape: inflation,...

4.30pm - 5.30pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Stephen Sun

BBVA

Dr. Le Xia

BBVA Research Department

Carlos Lopez Ramos

BBVA Global Markets Research

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Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

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Event Agenda
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  • 16.30pm

    Welcome Address

    Stephen Sun

    Head of Equity Sales Asia

    BBVA

    A short note on Stephen:

    Stephen Sun is the Head of Equity Sales Asia in BBVA. He has accumulated over 20 years of experience in the industry with the expertise of providing investment solutions and development of financial products. He is a CFA Charter holder and he worked for a number of financial institutions before joining BBVA, such as DBS, Barclays, Deutsche Bank and JP Morgan.

  • 16.35pm

    Presentation - 2022 - Navigating Possible Storms of Change

    Carlos Lopez Ramos

    Head of Equity Asset Allocation

    BBVA Global Markets Research

    Highlights of topics to be discussed:

    • Major global macro themes for 2022, including the menace of inflation, the daunting decisions facing the world’s major Central Banks, the very real prospect of rising rates, the likely ups and downs of the major currencies, and where to find GDP growth in the year ahead.
    • Smart positioning across the world of equities, from both a geographical and sector perspective, and including BBVA’s 2022 targets for the flagship equity indexes worldwide, why investors should really look at Mexico and weight up further on China, why Europe is preferred to the US, the key momentum sectors and why European financials are a hedge against inflation.
    • And highlight equity ideas and themes for private clients in 2022.

     

    A short note on Carlos:

    He is currently BBVA’s Head of Equity Asset Allocation. He joined BBVA's lberian Financials team in 2018 covering lberian banks, insurers and diversified financials. Prior to arriving at BBVA, Carlos has worked in London at Berenberg, for Credit Suisse, for Mckinsey and Barclays Capital.

  • 17.10pm

    Presentation - China in the Spotlight

    Dr. Le Xia

    Chief Economist for Asia

    BBVA Research Department

    Highlights of topics to be discussed:

    • The moderation of China's growth and in which sectors to find growth in 2022.
    • The government policies for maintaining economic growth and social stability & cohesion.
    • Analysis of and the implications of China's regulatory storm and the new concept of "Common Prosperity".
    • Property – from boom to bust, or room for more boom?
    • Are we at the cusp of a new Chinese growth model, driven by evolving and sometimes radically different Chinese government policies?
    • If so, who are the winners and losers?

     

    A short note on Dr Xia:

    As Chief Economist for Asia at BBVA Research Department, and also a research fellow in International Monetary Institute at Renmin University of China, Dr Xia is an eminent expert on all things China. Prior to joining BBVA he worked for the Treasury Department of Bank of China in Hong Kong, and has extensive expertise and experience in economic research, in particular for monetary policy and banking sectors in emerging economies. He has published his works in both academic journals and the international media, including Financial Times, the Wall Street Journal and China Daily. He has been frequently invited to express views on China on Bloomberg, CNBC, Reuters TV and RTHK.

     

  • 17.30pm

    Webinar Ends

Dec 1

Navigating 2022 equities post-pandemic landscape: inflation,...

4.30pm - 5.30pm HKT/SGT

Speakers

Stephen Sun

BBVA

Dr. Le Xia

BBVA Research Department

Carlos Lopez Ramos

BBVA Global Markets Research

Dec 1

Navigating 2022 equities post-pandemic landscape: inflation,...

4.30pm - 5.30pm HKT/SGT

Partners

platinum

Dec 1

Navigating 2022 equities post-pandemic landscape: inflation,...

4.30pm - 5.30pm HKT/SGT