Japan Banks (the other side of AI?), India NBFC (4pm call), BDC 2Q preview (cautious)

Research evidence excerpt

Japan Banks (the other side of AI?), India NBFC (4pm call), BDC 2Q preview (cautious)

Specialist Sales

APAC Specialist Sales J P M O R G A N

03 July 2026

Expert Access

Title Speaker Format Date/Time (HKT) Registration

A Regulator’s Perspective on Private Credit: Mr. Tomoyuki Shimoda, Professor of

Virtual Jul-6 (Mon) 16:00 HKT Register Here

Parallels and Contrasts with the GFC Finance, Rikkyo University

Korea Exchange – Ceo Roundtable CEO, Director, Chief Rep (SG) Singapore Jul-14 (Tue) 10:00 HKT Register Here

Richard Feledy - MD, Australia

Allianz Lunch In-Person Sydney & Melbourne Jul-27 (Mon) 10:00 HKT Register Here

Nathan Fink - CFO

Corporate Access

Fwd Group Holdings Limited (1828 HK) IR Hong Kong Jul-7, 9-10 (Tue, Thu-Fri)

Conferences & Tours

Title Format Date/Time (HKT)

ASEAN Real Assets Forum Singapore Jun-30-Jul-2

Indonesia Forum Jakarta Sep-2-3 (Wed-Thu)

India Conference Mumbai Sep-21-22 (Mon-Tue)

Japan Markets Forum (Save the date) Four Seasons Hotel Tokyo Otemachi Dec-01 (Tue)

Vietnam Investor Tour Ho Chi Minh & Hanoi Jul 13-15 (Mon-Wed)

Doko Shuzai (JPM Analyst-led coverage company meetings)

Date Time & Language Company Host Location Registration

Fri 10 Jul 14:00-15:00 JST J AEON FINANCIAL (8570 JP) Koki Sato Zoom Click

Sector Key Newsflow

• Takaichi Arrived in India to Boost Ties as China Tensions Rise (Bloomberg)

• Japan shifts to ambush intervention tactics against yen short sellers, sources say (Reuters)

• Nippon Life Sees Risk Clients to Exit as Japan Bond Yields Rise (Bloomberg)

• HKMA Works on Regional FX Solutions for Yuan With Central Banks (Bloomberg)

• SBI Funds’ $1.2 Billion India IPO Launch in July to Test Demand (Bloomberg)

• India Ramps Up Share Sale Plan to Cushion Budget Hit by Oil - Life Insurance Corp. of India, Hindustan Zinc Ltd., and