Registration and Breakfast
Opening panel: The changing credit landscape
Recent macroeconomic disruptions have reshaped how investors and issuers approach credit in the region. A combination of global trade tensions, fluctuating fiscal policies, and evolving central bank stances are redefining the risk–return environment. These factors, in turn, translate into a revaluation of credit spreads and yield targets, as investors weigh geopolitical risks alongside local economic fundamentals. Industry leaders take stock and share their expectations for the year ahead.
- What are the key considerations for investors amid the macroeconomic uncertainty?
- What change we are seeing in the market and how ‘’sustainable is the deal flow?
- Where are they opportunities across geographies and sectors?
- What are the expectations for the year ahead?
Networking break
Distressed opportunities: Key drivers
The unique legal framework in Hong Kong lets creditors secure assets through pledges—creates a different playing field compared to many Chinese domestic deals. This provides a stronger legal claim for special situations investors in a case of default and creates opportunities especially in the troubled property sector. The combination of downside protection and the possibility for a turnaround makes the Hong Kong property market an attractive opportunity for seasoned investors looking to capitalise on market inefficiencies and structural legal advantages.
- Will we see more opportunities emerge in 2026 and if so, what will be the main drivers?
- Are we seeing more innovative deal structures in China?
- How are investors dealing with regional nuances given the different economic and regulatory environment?
- Where is the next opportunity set in the region?
Restructurings: Global views on best practices
Across the region, the restructuring landscape is characterized by legal fragmentation including varying insolvency regimes, creditor rights and enforcement mechanisms. As efforts intensify for harmonization of insolvency proceedings so does the complexities in international cases. Our panel of global experts discuss best practices across jurisdictions.
- How has the Asian restructuring environment evolved?
- What to expect from the 2nd wave of restructurings in China?
- What are some of the best practices from outside Asia Pacific?
- What are the latest developments in cross-border recognition in proceedings?
Private credit: Consolidation on the cards?
Private credit funds are increasingly stepping in to finance mid-sized companies and specialized sectors that may not fit traditional lending profiles. This is partly driven by the region’s diverse economies and private credit helps in addressing regional financing gaps. Our panel of leading private credit funds will discuss the rise of private credit, the use of different credit subclasses and whether they expect an industry consolidation amid the influx of funds entering the market.
- Are we seeing the maturing of the private credit landscape in Asia Pacific?
- How much private credit has penetrated the credit market?
- What are the top geographies for deployment?
- What capabilities fund managers are diversifying into, beyond direct lending?
Networking lunch
Fireside chat: Confessions of an international forum shopper
Global companies with multi-currency capital structures have more options than ever before to restructure their debt. Where a Chapter 11 filing in the US was once the most obvious path, new legal regimes around the world offer a variety of tools that can be combined to perform a “surgical” restructuring, rather than a wholesale equity transfer to lenders. Gary Holtzer will discuss the new menu options for corporate debtors in APAC, and how they are being used at a time when tariffs are disrupting global trade.
Cross-border enforcement: What creditors should know
Cross-border enforcement can be a multifaceted challenge given the disharmonious legal systems and evolving enforcement mechanisms across the region. Sino-Ocean, New World Development and South China City are among the most high-profile debt restructuring and controversial proceedings seen so far this year. Our panel of experts will discuss these cases, their outcomes and the precedents they have set.
- What is the key take away for investors from Sino Ocean, New World Development and South China City?
- What are the common investment structures in cross-border enforcement?
- How to best protect your investment, particularly through offshore mechanisms?
- What are the best enforcement tactics creditors can use?
Networking break
India: An evolving landscape
Private credit investments in India have been on a robust upward trajectory with numerous big funds being raised compared to only few years ago. Given the stable domestic economic environment and strong international interest, this trend should continue even with an increased competition for deals. Out panel of regional industry experts share their thoughts on the opportunity set and the challenges ahead.
- What are the key drivers for the rise of credit strategies in India?
- How has the regulatory reform helped in the market growth?
- What sectors and strategies have the best opportunities?
- What is the outlook for the next 12 months?
Cocktail Reception
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