Speculative-grade Default Rate For Emerging Market Companies Improves With Macro Conditions Moody's Talks - Emerging Markets Decoded podcast

Moody's Talks - Emerging Markets Decoded

Moody's Talks - Emerging Markets Decoded podcast artwork

Business News Business News Moody's Investors Service Emerging Markets Finance

Player FM - Internet Radio Done Right

19 subscribers

Toegevoegd vier jaar geleden

Inhoud geleverd door Moody's Investors Service. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Moody's Investors Service of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

<

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/this-is-womans-work-with-nicole-kalil">This Is Woman's Work with Nicole Kalil</a></span>

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/this-is-womans-work-with-nicole-kalil">This Is Woman's Work with Nicole Kalil</a></span> podcast artwork

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/this-is-womans-work-with-nicole-kalil">This Is Woman's Work with Nicole Kalil</a></span> podcast artwork

1
This Is Woman's Work with Nicole Kalil

4 dagen geleden4d ago

Wekelijks+

Together, we're redefining what it means, looks and feels like, to be doing "woman's work" in the world today. With confidence and the occasional rant. From boardrooms to studios, kitchens to coding dens, we explore the multifaceted experiences of today's woman, confirming that the new definition of "woman's work" is whatever feels authentic, true, and right for you. We're shedding expectations, setting aside the "shoulds", giving our finger to the "supposed tos". We're torching the old playbook and writing our own rules. Who runs the world? You decide. Learn more at nicolekalil.com

Moody's Talks - Emerging Markets Decoded « »
Speculative-grade default rate for emerging market companies improves with macro conditions

ongeveer een jaar geleden 13:56

Delen

MP3•Thuis aflevering

Inhoud geleverd door Moody's Investors Service. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Moody's Investors Service of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

The default rate will decline to 3.3% by the end of Q1 2025, far below the peak of nearly 15% at the end of 2022 which was driven by the Russia-Ukraine war and China’s property market woes.

Guest: Yang Liu, Vice President - Senior Analyst, Moody's Ratings

Host: Scott Phillips, Associate Managing Director, Moody’s Ratings

Related Research:

… continue reading

110 afleveringen

#Business News #Business #News #Moody's Investors Service #Emerging Markets #Finance

Moody's Talks - Emerging Markets Decoded

Moody's Talks - Emerging Markets Decoded podcast artwork

Speculative-grade default rate for emerging market companies improves with macro conditions

Moody's Talks - Emerging Markets Decoded

19 subscribers

published ongeveer een jaar geleden

Delen

MP3•Thuis aflevering

Inhoud geleverd door Moody's Investors Service. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Moody's Investors Service of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

The default rate will decline to 3.3% by the end of Q1 2025, far below the peak of nearly 15% at the end of 2022 which was driven by the Russia-Ukraine war and China’s property market woes.

Guest: Yang Liu, Vice President - Senior Analyst, Moody's Ratings

Host: Scott Phillips, Associate Managing Director, Moody’s Ratings

Related Research:

… continue reading

110 afleveringen

#Business News #Business #News #Moody's Investors Service #Emerging Markets #Finance

Alle afleveringen

×

M

Moody's Talks - Emerging Markets Decoded

Moody's Talks - Emerging Markets Decoded podcast artwork

1
Emerging market credit conditions will continue gradual, fragile improvement in 2025 20:52

20 weeks geleden20:52

20:52

Corporate and sovereign default rates are decreasing as GDP growth, slowing inflation and monetary easing aid debt management. But EMs face a number of credit risks including potential US tariffs. Guest : Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody’s Ratings Host : Colin Ellis, Managing Director, Credit Strategy & Guidance, Moody’s Ratings Related Research : Emerging Markets – Global: 2025 Outlook - Stable but fragile, with looming credit risks…

M

Moody's Talks - Emerging Markets Decoded

Moody's Talks - Emerging Markets Decoded podcast artwork

1
How the US election could shape global credit conditions 19:58

26 weeks geleden19:58

19:58

In this joint Big Picture-Emerging Markets Decoded episode, our regional analysts highlight the key US policy areas to watch in Europe, Asia-Pacific and Latin America -- and discuss which economies and sectors could be at risk if policies were to dramatically change. Guests : Sarah Carlson, Senior Vice President, Sovereign Risk Group, Moody's Ratings; Gong Cheng, Managing Director, Credit Strategy, Moody's Ratings; Ariane Ortiz-Bollin, Vice President - Senior Credit Officer, Credit Strategy, Moody's Ratings Host : William Foster, Senior Vice President, Sovereign Risk Group, Moody's Ratings…

M

Moody's Talks - Emerging Markets Decoded

Moody's Talks - Emerging Markets Decoded podcast artwork

1
Positive credit stories emerging in a handful of Sub-Saharan African countries 17:19

28 weeks geleden17:19

17:19

Institutional reforms, policy reversals, debt restructurings and the prospect of new hydrocarbon production are leading to gradual improvement in some sovereigns’ creditworthiness from weak levels. Guest : John Walsh, Analyst, Sovereign Risk Group, Moody's Ratings Host : Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings Related Research : Sovereign – Sub-Saharan Africa: Governance is key to realising credit benefits for new hydrocarbon producers Sovereign – Sub-Saharan Africa: Institutional reforms are supporting creditworthiness for select sovereigns…

M

Moody's Talks - Emerging Markets Decoded

Moody's Talks - Emerging Markets Decoded podcast artwork

1
Geopolitical risk shapes creditworthiness for host of APAC governments 14:30

30 weeks geleden14:30

14:30

Risk exposure is highest for those directly involved in the region’s three main hotspots. But the knock-on economic effects of the tensions have the potential to hurt, or help, other APAC governments. Guest : Anushka Shah, Vice President - Senior Credit Officer, Sovereign Risk Group, Moody's Ratings Host : Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings Related Research : Sovereigns – Asia-Pacific: Geopolitical risk shapes creditworthiness for a host of governments…

M

Moody's Talks - Emerging Markets Decoded

Moody's Talks - Emerging Markets Decoded podcast artwork

1
Corporate credit quality in India, Indonesia remains robust despite sectoral differences 14:30

32 weeks geleden14:30

14:30

India's large domestic market shields its companies from external shocks, whereas Indonesia's export-dependent commodity sector prompts government efforts to diversify growth. Guests: Rachel Chua, VP-Senior Analyst; Sweta Patodia, AVP-Analyst Host : Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings Related Research: Nonfinancial Companies – India and Indonesia: Credit quality will remain robust, even as earnings trajectory diverges Nonfinancial Companies – Southeast Asia Dollar bond issuance will regain momentum when US interest rates begin to fall Nonfinancial Companies – India: Offshore funding indispensable despite improving domestic liquidity…

M

Moody's Talks - Emerging Markets Decoded

Moody's Talks - Emerging Markets Decoded podcast artwork

1
Latin American national oil companies face hurdles in reducing greenhouse gas emissions 14:39

34 weeks geleden14:39

14:39

Challenges include the region’s reliance on fossil fuels to meet energy demand amid population growth, the companies’ weak financials and governments’ reliance on revenue from oil and gas producers. Guests : Roxana Munoz and Carolina Chimenti, both Vice President - Senior Analysts, Corporate Finance Group, Moody's Ratings Host : Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings Related research : Oil & Gas – Latin America & Caribbean: National oil companies struggle to reconcile governments' emission-reduction goals…

M

Moody's Talks - Emerging Markets Decoded

Moody's Talks - Emerging Markets Decoded podcast artwork

1
Central bank push to tame inflation boosts credit quality of Turkish sovereign, companies 14:24

36 weeks geleden14:24

14:24

Rate hikes in Turkiye have slowed inflation, and confidence in the country’s currency is increasing. The sovereign’s creditworthiness is improving as a result, along with that of Turkish companies. Guests : Kathrin Muehlbronner, Senior Vice President, Sovereign Risk Group, Moody’s Ratings; Iker Ballestero Barrutia, Analyst, Corporate Finance Group, Moody's Ratings Host : Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings Related Research : Moody's Ratings takes rating actions on eight Turkish corporates following upgrade of Turkiye sovereign rating Government of Turkiye – B1 positive: Update following upgrade to B1, outlook remains positive Government of Turkiye: Macro-financial monitor: CBRT tightening shows first results, but more is needed to moderate inflation Moody's Ratings upgrades Turkiye's ratings to B1, maintains positive outlook Government of Turkiye: Announced policy shift is credit positive but implementation comes with challenges…

M

Moody's Talks - Emerging Markets Decoded

Moody's Talks - Emerging Markets Decoded podcast artwork

1
Kenya protests highlight transmission of social risk to sovereign creditworthiness 13:50

38 weeks geleden13:50

13:50

The opposition to proposed tax hikes impedes the government’s ability to increase revenue and reduce debt. Similar risks exist for other emerging market sovereigns too. Guest : David Rogovic, Vice President - Senior Credit Officer, Sovereign Risk Group, Moody’s Ratings Host : Scott Phillips, Head of Emerging Markets, Credit Strategy and Research, Moody’s Ratings Related Research : Moody's Ratings downgrades Kenya's ratings to Caa1; maintains negative outlook Government of Kenya: Protests against Finance Bill's tax measures challenge government's fiscal consolidation strategy Government of Kenya: Kenya's IMF agreement bolsters short-term liquidity; fiscal consolidation is key to improving credit quality Sovereigns – Sub-Saharan Africa: 2024 Outlook - Negative on large debt maturities amid tight funding conditions…

M

Moody's Talks - Emerging Markets Decoded

Moody's Talks - Emerging Markets Decoded podcast artwork

1
Steady GDP growth continues for emerging markets, with wide variation by country 19:57

40 weeks geleden19:57

19:57

We have revised our aggregate EM forecast up slightly to 3.9% for 2024-25 to reflect faster-than-expected growth in some of the largest EMs so far this year. Disinflation continues but is slowing. Speaker : Madhavi Bokil, Senior Vice President, Credit Strategy at Moody's Ratings Host : Vittoria Zoli, Analyst, Emerging Markets at Moody’s Ratings Related Research : Emerging Markets – Global: GDP growth stays solid; disinflation slows Global Macro Outlook 2024-25 (May 2024 update): G-20 momentum persists in 2024 with disinflation and cooler growth ahead…

M

Moody's Talks - Emerging Markets Decoded

Moody's Talks - Emerging Markets Decoded podcast artwork

1
South Africa’s creditworthiness with a new coalition government 12:30

42 weeks geleden12:30

12:30

The creation of a coalition government following 29 May elections will likely support broad policy continuity and reforms, but the risk of government instability and ineffectiveness is significant. Guest : Aurelien Mali, Vice President-Senior Credit Officer, Sovereign Risk Group, Moody's Ratings Host : Scott Phillips, Associate Managing Director, Credit Strategy & Research, Moody's Ratings Related research : Government of South Africa: National unity government will likely support broad policy continuity and the pursuit of economic reforms…

M

Moody's Talks - Emerging Markets Decoded

Moody's Talks - Emerging Markets Decoded podcast artwork

1
Views from Moody’s Global Emerging Markets 2024 virtual event 14:32

44 weeks geleden14:32

14:32

Moody’s Ratings experts discuss the fragile recovery and new threats in EMs, including macro conditions, default trends, credit risks for sovereigns and corporates, and bright spots. Host : Scott Phillips, Associate Managing Director, Moody’s Ratings Related Research : Fragile recovery in EM credit conditions will continue Emerging Markets – Global: Local currency bond markets are growing fast, a credit-positive trend for debt issuers Sovereigns – Emerging Markets: Favorable financing conditions will not solve structural credit challenges Government-Related Issuers – Emerging Markets: GRIs’ standalone credit strength and government support vary widely across EMs Banks – Emerging Markets: Asset-quality risk is receding but remains high in several countries To learn more, visit the Emerging Markets topic page .…

M

Moody's Talks - Emerging Markets Decoded

Moody's Talks - Emerging Markets Decoded podcast artwork

1
Frontier markets: higher risk, higher potential returns 19:20

46 weeks geleden19:20

19:20

Join Scott Phillips, head of EM at Moody’s Ratings, and Maciej Woznica, portfolio manager at asset management firm Coeli, for a tour of the least-developed emerging markets. Guest : Maciej Woznica, Portfolio Manager, Coeli Host : Scott Phillips, Associate Managing Director, Moody’s Ratings Related Research: Gradual recovery in emerging market credit conditions will continue (infographic)…

M

Moody's Talks - Emerging Markets Decoded

Moody's Talks - Emerging Markets Decoded podcast artwork

1
Speculative-grade default rate for emerging market companies improves with macro conditions 13:56

48 weeks geleden13:56

13:56

The default rate will decline to 3.3% by the end of Q1 2025, far below the peak of nearly 15% at the end of 2022 which was driven by the Russia-Ukraine war and China’s property market woes. Guest : Yang Liu, Vice President - Senior Analyst, Moody's Ratings Host : Scott Phillips, Associate Managing Director, Moody’s Ratings Related Research : Corporates – Emerging Markets: EM corporate default rate will fall further in 2024 and approach advanced economy rate Default Trends – Global: Annual default study: Corporate default rate to moderate in 2024 but remain near its long-term average…

M

Moody's Talks - Emerging Markets Decoded

Moody's Talks - Emerging Markets Decoded podcast artwork

1
Middle East: from geopolitical tensions to Islamic finance 15:59

50 weeks geleden15:59

15:59

Moody’s analysts discuss the increased risk for sovereigns from escalation of the Israel-Iran conflict, and then shift to the growing demand for Islamic finance. Guests : Christian Fang, Vice President – Senior Analyst, Sovereign Risk Group, Moody’s Ratings; Badis Shubailat, Assistant Vice President – Analyst, Financial Institutions Group, Moody’s Ratings Host : Vittoria Zoli, Analyst, Emerging Markets, Moody’s Ratings Related research : Tail risks from Israel-Iran conflict pose a major threat to sovereigns regionally and globally Islamic finance sector will retain strong momentum in 2024 Sukuk issuance to decline again in 2024 before stabilizing in 2025 Strong US dollar sukuk issuance is positive for companies' capital raising efforts Islamic finance's adoption of blockchain could be beneficial, but faces crucial barriers…

M

Moody's Talks - Emerging Markets Decoded

Moody's Talks - Emerging Markets Decoded podcast artwork

1
EM macro conditions are improving unevenly as GDP growth stabilizes and inflation slows 11:11

52 weeks geleden11:11

11:11

Growth will slow in 2024 then stabilize in 2025 in most emerging markets. We have raised our forecasts for Asia, Central-Eastern Europe, the Middle East and Africa but lowered them for Latin America. Host : Scott Phillips, Head of Emerging Markets, Moody's Ratings Speaker : Vittoria Zoli, Analyst - Emerging Markets, Moody's Ratings…

Welkom op Player FM!

Player FM scant het web op podcasts van hoge kwaliteit waarvan u nu kunt genieten. Het is de beste podcast-app en werkt op Android, iPhone en internet. Aanmelden om abonnementen op verschillende apparaten te synchroniseren.

Luister naar 500+ onderwerpen

Luister naar deze show terwijl je op verkenning gaat