The vaccine
This session looks at the development of a vaccine for COVID-19 and what cooperation is needed to fight the virus.
Investors head back to EM as US tech capex bill mounts
US tech mega caps are grappling with surging capital expenditure, casting doubt on whether the premium attached to these stocks in the AI super cycle has become detached from fundamentals. Investors are now turning their attention to emerging markets equities where they have the opportunity to buy into the AI hype at a much lower price.
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Ways to change the world
In conversation with the current recipient of the Nobel Prize in Economics, Esther Duflo, this session looks at the phenomenon of inequality and the way in which economics and finance can help meet the challenge for a better, more equal, world.
Leadership for a sustainable recovery
What does a sustainable recovery look like and how can institutional investors collaborate to make sure it happens?
Operational risks and supply chain issue
This session highlights the need for resilience and robust continuity planning.
China’s economic position in the world
This session examines the impact of the crisis on China, the likely projection of its recovery and the role for the private sector.
China, emerging markets and the pandemic
The impact of the COVID-19 health and economic crisis is acutely more severe in emerging markets. What will the long-term impact of this be, and could the Renminbi emerge as a safe-haven currency?
FIS 2026 at Harvard University