Moody's Talks - Emerging Markets Decoded
By Moody's Investors Service
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Episodes: 98
Description
Moody’s experts from around the globe and external guests join hosts Scott Phillips and Vittoria Zoli discuss macro, financial and credit trends shaping the world of emerging markets. Published by Moody’s Investors Service.
| Episode | Date |
|---|---|
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Speculative-grade default rate for emerging market companies improves with macro conditions
|
May 13, 2024 |
|
Middle East: from geopolitical tensions to Islamic finance
|
Apr 30, 2024 |
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EM macro conditions are improving unevenly as GDP growth stabilizes and inflation slows
|
Apr 15, 2024 |
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China’s push to shift economic growth engines faces hurdles but will benefit some EMs
|
Apr 01, 2024 |
|
Digging into key credit stories for emerging market sovereign investors across the globe
|
Mar 18, 2024 |
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A focus on West Africa, where bright spots shine through political, security and climate risks
|
Mar 06, 2024 |
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State-contingent debt instruments gain traction in restructurings as sovereign defaults rise
|
Feb 20, 2024 |
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Emerging market central banks lower rates while US Fed signals rate cuts are not imminent
|
Feb 05, 2024 |
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Middle East, North Africa credit conditions are stable in 2024 despite elevated geopolitical risks
|
Jan 22, 2024 |
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Five top-of-mind credit stories for EM sovereign investors in 2024
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Jan 08, 2024 |
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COP28 climate summit highlights carbon transition risks for emerging markets
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Nov 27, 2023 |
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Economic considerations underpin stable emerging market 2024 outlook
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Nov 16, 2023 |
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Emerging market central banks reassess pace of monetary easing as US Fed holds rates for longer
|
Oct 30, 2023 |
|
A focus on emerging markets as bond yields and oil prices oscillate, plus a deep dive on Egypt
|
Oct 16, 2023 |
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How recent US, UK, euro area monetary policy decisions, US dollar strength affect emerging markets
|
Oct 02, 2023 |
|
Disinflation continues in EMs; Mexico’s industrial production rises; Gabon’s outlook turns negative
|
Sep 18, 2023 |
|
Stress in China’s property sector has potential knock-on effects across multiple sectors
|
Sep 08, 2023 |
|
More emerging market sovereigns pursue debt-for-nature swaps to reduce debt burdens
|
Aug 23, 2023 |
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Emerging Markets insights and view ahead with Kojo Amoo-Gottfried
|
Aug 10, 2023 |
|
China’s soft economic recovery raises contingent liability risks from LGFVs
|
Jul 26, 2023 |
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South Africa power cuts dim economic outlook
|
Jul 13, 2023 |
|
Debt sustainability is at risk for frontier market sovereigns
|
Jun 22, 2023 |
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Moody’s Global Emerging Markets Summit 2023: High hopes, higher risks?
|
Jun 07, 2023 |
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Is India the next emerging market powerhouse?
|
May 24, 2023 |
|
Emerging markets with nature-dependent sectors face natural capital depletion risks
|
May 17, 2023 |
|
Cost-of-living crisis weakens social contracts across the globe, adding to global economic risks
|
May 03, 2023 |
|
Emerging market corporate credit quality better placed to handle next downturn
|
Apr 19, 2023 |
|
World Bank-IMF Spring Meetings will cover range of emerging market credit topics
|
Apr 05, 2023 |
|
Mark Zandi on Fed rate hike, banking stress, recession risks and implications for emerging markets
|
Mar 23, 2023 |
|
US bank failures have ripple effects worldwide
|
Mar 17, 2023 |
|
Islamic finance set to continue its steady expansion in 2023
|
Mar 08, 2023 |
|
Will Nigeria’s presidential elections affect credit conditions for banks and the sovereign?
|
Mar 06, 2023 |
|
Tight financing conditions will continue to challenge frontier markets' credit strength
|
Feb 22, 2023 |
|
Political unrest adds to credit pressures across Latin America
|
Feb 08, 2023 |
|
Despite mixed outlook, Middle East houses one of 2023’s few bright spots
|
Jan 25, 2023 |
|
Will China’s zero-covid policy reversal provide a boon to emerging markets in 2023?
|
Jan 11, 2023 |
|
Lower growth and higher rates will weigh on African issuers
|
Dec 14, 2022 |
|
Sustained growth slowdown in China would spill over to Asia-Pacific region and beyond
|
Nov 30, 2022 |
|
Negative global credit conditions will weigh on weaker emerging market debt issuers in 2023
|
Nov 16, 2022 |
|
Emerging markets with stronger governance, diversified economies best placed to achieve a socially “just transition”
|
Nov 09, 2022 |
|
Brazil’s close election outcome will limit Lula’s ability to implement material policy changes
|
Nov 04, 2022 |
|
Emerging market companies face high refinancing risk as tight financial conditions persist
|
Oct 26, 2022 |
|
Lower-rated emerging markets face social, fiscal risks as credit cycle turns
|
Oct 19, 2022 |
|
Stagflation risks rise for European emerging markets
|
Sep 28, 2022 |
|
G20 emerging market growth outlook dims; Argentina, Turkiye grapple with high inflation, low monetary policy credibility
|
Sep 14, 2022 |
|
Most emerging markets will avert debt crisis, but frontier markets exposed to turning credit cycle
|
Aug 31, 2022 |
|
Heatwaves undermine renewable energy production, utilities in Asia-Pacific and Latin America
|
Aug 17, 2022 |
|
Costa Rica cyberattacks highlight key risk area as emerging markets move toward digitization
|
Aug 03, 2022 |
|
Mexico and Pemex downgraded on lower economic growth prospects and increasing fiscal rigidities
|
Jul 20, 2022 |
|
China’s zero-covid policy and property sector challenges weigh on growth, with global spillovers
|
Jul 06, 2022 |
|
Policy shifts loom as Colombia’s presidential election heads to a run-off
|
Jun 15, 2022 |
|
Gloomy outlook for emerging market credit conditions, with some bright spots
|
Jun 01, 2022 |
|
Africa, Middle East at heightened risk of social unrest; Turkey’s inflation soars
|
May 12, 2022 |
|
Frontier markets most exposed to heightened risk aversion; CIS credit quality at risk
|
Apr 27, 2022 |
|
Higher energy prices will delay carbon transition; Mexico’s energy policy will raise costs
|
Apr 13, 2022 |
|
Russia-Ukraine crisis exacerbates food price inflation; financial conditions tighten for emerging markets
|
Mar 30, 2022 |
|
CBDCs could foster financial inclusion, growth; El Salvador Bitcoin bond entails high risks
|
Mar 16, 2022 |
|
Russia-Ukraine crisis increases global macroeconomic risks; most economies sustain less pandemic scarring
|
Mar 03, 2022 |
|
Escalating Russia-Ukraine tensions will weigh on sovereigns, banks, with spillovers to Europe
|
Feb 16, 2022 |
|
Foreign direct investment decline lowers emerging markets’ growth potential
|
Feb 02, 2022 |
|
Emerging markets’ climate financing falls short; deforestation in Brazil weighs on businesses
|
Jan 19, 2022 |
|
China’s economic rebalancing will reduce social risks, but transition will be bumpy
|
Jan 13, 2022 |
|
African sovereigns and banks will face significant challenges in 2022
|
Dec 08, 2021 |
|
Emerging markets will face multispeed recovery, even as credit conditions stabilize
|
Nov 17, 2021 |
|
Rising commodity prices, political risk and inflation reshape LatAm credit conditions
|
Oct 27, 2021 |
|
China Evergrande’s financial stress raises challenges for China’s property market and economy
|
Oct 13, 2021 |
|
Social safety nets support governments; sub-sovereign governments face high social risks
|
Sep 29, 2021 |
|
Inflation risks are high for emerging markets; Islamic finance issuance steadies
|
Sep 15, 2021 |
|
China’s path to net-zero emissions will become increasingly difficult
|
Sep 01, 2021 |
|
Emerging market banks’ asset risks rising; Mexican banks benefit from rising rates
|
Aug 18, 2021 |
|
Non-investment-grade sovereigns face delayed recovery; Asia-Pacific lags in vaccinations
|
Aug 04, 2021 |
|
Credit risks for Sub-Saharan African sovereigns and banks rise; telecom sector a bright spot
|
Jul 21, 2021 |
|
Corporate liquidity in Latin America is adequate; Brazil faces tough policy choices
|
Jul 07, 2021 |
|
Emerging markets poised for a rocky and uneven recovery from pandemic
|
Jun 24, 2021 |
|
Welcome to Emerging Markets Decoded
|
Jun 22, 2021 |
|
Sovereign wealth fund drawdowns will help meet elevated funding needs across Gulf
|
Feb 17, 2021 |
|
Climate risks and income inequality are prime ESG risks for EM governments
|
Feb 03, 2021 |
|
Latin America grapples with slow economic recovery, rising social demands
|
Jan 20, 2021 |
|
Credit stress will persist in Sub-Saharan Africa amid bumpy economic recovery
|
Jan 06, 2021 |
|
Social trends take hold as a driver of emerging market credit and financing
|
Dec 09, 2020 |
|
Assessing the future of China’s Belt & Road and ESG risks in emerging markets
|
Nov 25, 2020 |
|
Credit conditions will be mixed across emerging markets amid uneven COVID-19 recovery
|
Nov 16, 2020 |
|
EM government revenue is unlikely to return to pre-pandemic levels in 2021
|
Oct 28, 2020 |
|
China ramps up infrastructure spending to galvanize economic growth
|
Oct 14, 2020 |
|
Government stress weighs on African banks; Lebanon’s economic conditions deteriorate
|
Sep 30, 2020 |
|
Mexico’s job losses will cut across the economy; political risks rise in Belarus
|
Sep 16, 2020 |
|
Institutional weakness and high debt burdens are leading causes of sovereign defaults
|
Sep 02, 2020 |
|
Global remittances fall; sukuk issuance to rebound after first-half stumble
|
Aug 19, 2020 |
|
Travel slump casts shadow over UAE property market and Macao gaming
|
Aug 05, 2020 |
|
Downturn in oil demand poses obstacles for Russian oil companies
|
Jul 22, 2020 |
|
Pandemic shines spotlight on credit challenges in Turkey
|
Jul 08, 2020 |
|
Coronavirus weighs on tourism reliant EM sovereigns
|
Jun 24, 2020 |
|
How Beijing’s policy agenda will shape China’s credit outlook
|
Jun 10, 2020 |
|
G-20 debt relief plan no panacea for vulnerable emerging markets
|
May 27, 2020 |
|
Emerging markets confront far-reaching economic challenges
|
May 13, 2020 |
|
Credit challenges in Mexico and worsening prospects for the Chinese property sector
|
Apr 29, 2020 |
|
What the worlds largest lockdown and the coronavirus mean for India
|
Apr 15, 2020 |
|
Emerging market credit in the time of coronavirus
|
Apr 01, 2020 |