Ryo Hoshino

Speaker

Vice President

Development Bank of Japan Inc.

Japan

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Main Stage

銀行、プライベートクレジット、そして変化する市場の二極化 | Banks, Private Credit and the New Lending Divide

Director Aviation Finance,

Société Générale

Charles Zhou

MD, Head of Transportation Finance APAC,

Natixis

Ryo Hoshino

Vice President,

Development Bank of Japan Inc.

Moderator

Dickon Harris

Editor,

Ishka Airfinance

バーゼルⅣなどの欧州規制が一部の銀行に影響を及ぼし始める中、グローバルな融資市場の競争環境はどのように変化しているのか？ＥＳＧや格付要件、金利高止まりといった状況下でも航空ファイナスは依然として銀行にとって注力分野なのか？

プライベートクレジットやオルタナティブレンダーは高い利回りを求める傾向があるが、その結果としてより複雑でリスクの高い案件に取り組むようになっているのか。またその動きは長期的に持続可能だと考えられるのか？

With European regulations like Basel IV starting to affect some banks, how level is the global lending playing field? Is aviation still a priority for banks amid ESG/ratings considerations and high interest rates?
As private credit and alternative lenders have higher yield targets, has this pushed them into complex, higher-risk structures, and is this sustainable long-term in the lending space?
Are we moving from a bank-versus-private-credit market to a bank-and-private-credit market?
Will the market balance keep shifting, or will we start to see a clear distinction on who funds what?