ASEAN Banks at a Crossroad: 2H26 Credit Outlook, 29.7.2026

Members event

date & time

29/07/2026 11 am EEST

ASEAN banks enter the second half of 2026 at a pivotal moment. The region's bank are navigating economic and geopolitical uncertainties. While capital positions remain generally healthy, the outlook for earnings, asset quality, and loan growth is becoming increasingly differentiated across markets.

This webinar organized by CFA Society Philippines will examine the key credit trends shaping ASEAN banks in 2H26. It will also explore how macroeconomic divergence, currency movements, regulatory developments, and changing investor sentiment may affect bank bond valuations, bond spreads, and relative opportunities across the region.

Drawing on Bloomberg Intelligence's Asian financials credit coverage, Rena Kwok, CFA, CAIA will provide a forward-looking assessment of ASEAN banking systems and highlight the risks and opportunities investors and finance professionals should watch in the months ahead. The discussion will connect credit fundamentals with broader market implications, helping everyone evaluate where risks may be building, where resilience remains strongest, and how ASEAN banks may be positioned for the next phase of the cycle.