IX Cbonds Emerging Markets Bond Conference

The conference will be held in Central European Summer Time (CEST) UTC+2

10:30 - 10:35

Welcoming address

CEST (UTC+2)

Sergey Lyalin, Founder, Cbonds

10:35 - 11:40

Global macroeconomic trends and how they affect Emerging Markets: what will define market conditions in 2022? Where can we invest?

CEST (UTC+2)

Moderator: Lana Veselova, International Partnership Manager, Cbonds UAE

Mohammad Ahsan, Managing Director, Rates & Fixes Income, Mashreqbank

Amir Khan, Independent Macro Economist/Strategist, private

Questions to discuss

The outlook for 2022 and performance of macroeconomic indicators: inflation, interest rates, GDP, exchange rates
Global toughening of conventional and unconventional monetary policies and its impact on EM fixed income market
Key opportunities and investment ideas on EM 2022
What are the main macro and geopolitical/geoeconomics risks that could be faced in 2022?

11:40 - 12:10

Break

CEST (UTC+2)

12:10 - 14:00

EM investment asset allocation: ideas and strategies

CEST (UTC+2)

Moderator: Lana Veselova, International Partnership Manager, Cbonds UAE

Sandeep Jadwani, Director - Investments, Habib Investment Limited

Asset allocation to fixed income and bonds of MENA market

Persella Ioannides, Director, Meritkapital Ltd

Simbarashe Jindu, Sub Sahara Africa (SSA) Sales and Trade, Meritkapital Ltd

Sub Sahara Africa Bonds

Yan Gonzalez, Team Leader, Sudameris Securities

LatAm bond market overview

Artem Kormilitsyn, CEO and Head of Capital Markets, Asia-Pacific, GPB Financial Services HK

China onshore bond market investment opportunities. Sovereign bonds in CNY: forecast for 2022

Terry Zhang, Head of Global Strategy and Business Management, CSPI Ratings, CSPI Ratings

The latest of Panda Bond

14:00 - 14:30

Break

CEST (UTC+2)

14:30 - 15:15

Global High Yield investment opportunities

CEST (UTC+2)

Moderator: Alessandro Lombardo, Head of Client Relationship Department, Cbonds

Haitham Abdulla, Unit Head – Investment Solutions, Treasury, National Bank of Fujairah

Role of High-yield bonds in a multi-asset portfolio. Identifying opportunities in high-yield

15:15 - 15:40

Track the whole bond market with Cbonds

CEST (UTC+2)

Web access, Excel add-in, Mobile App, API.

Different ways to receive data but a unique aim: controlling the bond market.

Lana Veselova, International Partnership Manager, Cbonds UAE

15:40 - 16:10

Break

CEST (UTC+2)

16:10 - 17:30

Too risky or potentially rewarding: Russia & CIS bond markets

CEST (UTC+2)

Moderator: Mark Rubinshtejn, Managing Director, Investment Business Directorate, AK BARS Bank

Valeriy Vaysberg, Head of Research Department, Region BC

Russian Economy & Markets: Transition 4.0

Gulnara Haydarshina, Deputy Head of Market Analysis Department, Gazprombank

CIS Eurobonds: picking up interesting stories

Maria Radchenko, Senior analyst, Alfa-Bank

Corporate Eurobonds in Russia and the CIS – Risks and opportunities

Mark Rubinshtejn, Managing Director, Investment Business Directorate, AK BARS Bank

Questions to discuss

Geopolitics, post-pandemic recovery, rising inflation, monetary policy of global regulators: macroeconomic challenges and their impact on Russia and the CIS countries;
Russian debt market and its potential in the international context;
Kazakhstan bond market: next steps;
Republic of Uzbekistan: a rising star of the CIS;
Investment ideas for Russia and the CIS markets: risks and opportunities.