Moody's Talks - Emerging Markets Decoded
98 episodes - English - Latest episode: 10 days ago -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.
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EM macro conditions are improving unevenly as GDP growth stabilizes and inflation slows
April 15, 2024 15:53 - 11 minutes - 10.3 MBGrowth 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
China’s push to shift economic growth engines faces hurdles but will benefit some EMs
April 01, 2024 11:00 - 15 minutes - 14.3 MBIt will take time and effort for sectors like tech and EVs to drive China’s GDP growth, and geopolitics is a risk. But emerging markets supplying relevant goods and services to China stand to benefit. Guest: Gong Cheng, Managing Director - Credit Strategy, Moody's Ratings Host: Vittoria Zoli, Analyst - Emerging Markets, Moody's Ratings
Digging into key credit stories for emerging market sovereign investors across the globe
March 18, 2024 17:05 - 20 minutes - 19 MBChina’s 2024 policy priorities and influence across Asia, the state of European consumers, Romania’s fiscal deficit, Argentina’s economy and Ecuador’s state of emergency are among the top stories. Guests: Lillian Li, Vice President – Senior Credit Officer, Moody’s Ratings; Ruosha Li, Vice President – Senior Analyst, Moody’s Ratings; Ariane Ortiz-Bollin, Vice President – Senior Credit Officer, Moody’s Ratings Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Rati...
A focus on West Africa, where bright spots shine through political, security and climate risks
March 06, 2024 16:01 - 15 minutes - 14 MBPositive developments include strong GDP growth in Côte d’Ivoire and Senegal, a lifting of sanctions on Niger, and a few countries tapping international bond markets so far this year. Speaker: Mickaël Gondrand, Assistant Vice President-Analyst, Sovereign Risk Group, Moody’s Investors Service Host: Scott Phillips, Associate Managing Director, Emerging Markets, Moody's Investors Service
State-contingent debt instruments gain traction in restructurings as sovereign defaults rise
February 20, 2024 11:52 - 14 minutes - 13.8 MBThese instruments provide flexibility on debt-service payments and can help bridge differences in restructuring talks. Protracted talks delay critical structural reforms and increase default risk. Guest: David Rogovic, Vice President – Senior Credit Officer, Sovereign Risk Group, Moody’s Investors Service Host: Scott Phillips, Associate Managing Director, Emerging Markets, Moody’s Investors Service Related Research: State-contingent debt instruments can aid debt restructuring, but can ...
Emerging market central banks lower rates while US Fed signals rate cuts are not imminent
February 05, 2024 21:05 - 12 minutes - 11.9 MBRecent interest rate cuts in Brazil, Chile, Colombia and Hungary are among the signs that EM financial conditions are improving. The primary market for EM bond issuance is likely to remain strong. Hosts: Scott Phillips, Associate Managing Director - Emerging Markets at Moody's Investors Service; Vittoria Zoli, Analyst - Emerging Markets at Moody's Investors Service
Middle East, North Africa credit conditions are stable in 2024 despite elevated geopolitical risks
January 22, 2024 20:05 - 16 minutes - 15.2 MBConditions are more stable for sovereigns, banks and companies in the Gulf Cooperation Council region than in North Africa and Levant. An escalation of the Israel-Hamas military conflict is main risk. Speakers: Christian Fang, Vice President – Senior Analyst, Sovereign Risk Group at Moody’s Investors Service; Badis Shubailat, Assistant Vice President – Analyst, Financial Institutions Group at Moody’s Investors Service; Rehan Akbar, Senior Vice President, Corporate Finance Group at Moody’s I...
Five top-of-mind credit stories for EM sovereign investors in 2024
January 08, 2024 19:45 - 17 minutes - 15.8 MBRedefault risk in Argentina, general elections in South Africa, financial conditions and debt affordability in Egypt, monetary policy in Turkiye and economic growth in China are top stories this year. Speaker: Marie Diron, Managing Director - Global Sovereign Risk - Moody's Investors Service Host: Scott Phillips, Associate Managing Director - Emerging Markets, Moody's Investors Service
COP28 climate summit highlights carbon transition risks for emerging markets
November 27, 2023 16:10 - 20 minutes - 18.6 MBCarbon transition, adaptation to climate change and climate finance – core topics at COP28 – are crucial for EMs because of their exposure to environmental risks and limited capacity to respond. Speakers: Rebecca Karnovitz, VP-SCO – ESG Research & Outreach at Moody’s Investors Service; Matt Kuchtyak, VP-Sustainable Finance at Moody’s Investors Service Host: Natasha Brereton-Fukui, SVP-Global ESG Research at Moody’s Investors Service
Economic considerations underpin stable emerging market 2024 outlook
November 16, 2023 09:41 - 15 minutes - 13.9 MBEM GDP growth will slow, largely because of China’s slowdown. Export-led EMs will suffer from weak global trade activity, but domestic-focused EMs will fare better. Pockets of inflation risk exist. Speaker: Vittoria Zoli, Analyst - Emerging Markets, Moody's Investors Service Host: Scott Phillips, Associate Managing Director - Emerging Markets, Moody's Investors Service
Emerging market central banks reassess pace of monetary easing as US Fed holds rates for longer
October 30, 2023 21:56 - 12 minutes - 11.3 MBContinued high US interest rates, strong US dollar and possible rise in commodity prices mean EM central banks are likely to recalibrate the pace, if not the depth, of their interest rate cuts. Speaker: Vittoria Zoli, Analyst - Emerging Markets, Moody's Investors Service Host: Scott Phillips, Associate Managing Director - Emerging Markets, Moody's Investors Service Related research: Federal Reserve on hold for longer implies slower pivot to policy easing for some EMs
A focus on emerging markets as bond yields and oil prices oscillate, plus a deep dive on Egypt
October 16, 2023 19:09 - 20 minutes - 18.5 MBThis podcast episode examines the effect of interest-rate and oil-price volatility on EM, inflation in Asia and Central-Eastern Europe, monetary policy in LatAm and Egypt’s weakening credit quality. Speakers: Vittoria Zoli, Analyst - Emerging Markets, Moody's Investors Service and Elisa Parisi-Capone, Vice President - Senior Analyst - Sovereigns, Moody's Investors Service Host: Scott Phillips, Associate Managing Director - Emerging Markets, Moody's Investors Service
How recent US, UK, euro area monetary policy decisions, US dollar strength affect emerging markets
October 02, 2023 15:28 - 23 minutes - 21.6 MBMoody’s strategists discuss recent central bank decisions, EM financial conditions, US dollar strength and EM currency weakness, Poland’s election and India’s inclusion in an EM government bond index. Speakers: Vittoria Zoli, Analyst -- Emerging Markets, Moody's Investors Service and Steffen Dyck, Senior Vice President -- Sovereigns, Moody's Investors Service Host: Scott Phillips, Associate Managing Director -- Emerging Markets, Moody's Investors Service
Disinflation continues in EMs; Mexico’s industrial production rises; Gabon’s outlook turns negative
September 18, 2023 19:20 - 20 minutes - 18.5 MBMoody’s analysts discuss the country-specific reasons inflation is slowing in emerging markets; why Mexico’s industrial production is increasing; and how Gabon’s coup factored into its outlook change. Speakers: Vittoria Zoli, Analyst – Emerging Markets, Moody's Investors Service and Mickaël Gondrand, Analyst – Sovereigns, Moody’s Investors Service Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors Service
Stress in China’s property sector has potential knock-on effects across multiple sectors
September 08, 2023 02:02 - 19 minutes - 17.6 MBIn this episode, Moody’s analysts discuss the reasons for the current property-sector stress and the potential effects for developers, banks that finance them, local authorities and the economy. Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors Service
More emerging market sovereigns pursue debt-for-nature swaps to reduce debt burdens
August 23, 2023 14:52 - 24 minutes - 22.6 MBMoody’s analysts discuss the growing use – and credit effect – of these transactions amid some sovereigns’ debt sustainability concerns and a need to invest in climate initiatives. Speakers: Thorsten Nestmann, Senior Vice President - Group Credit Officer, Sovereigns and Christopher Bredholt, Vice President - Senior Credit Officer, Public Project and Infrastructure Finance, Moody's Investors Service Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors Serv...
Emerging Markets insights and view ahead with Kojo Amoo-Gottfried
August 10, 2023 09:47 - 28 minutes - 25.7 MBBSI Fund Chief Investment Officer Kojo Amoo-Gottfried joins Emerging Markets Decoded to discuss emerging markets topics including the macro perspective and investor sentiment toward the asset class. Speaker: Kojo Amoo-Gottfried, Chief Investment Officer, BSI Fund Hosts: Scott Phillips, AMD – Emerging Markets, Moody’s Investor’s Service; Vittoria Zoli, Analyst – Emerging Markets, Moody’s Investors Service
China’s soft economic recovery raises contingent liability risks from LGFVs
July 26, 2023 19:52 - 19 minutes - 18 MBMoody’s analysts discuss the economic and credit outlook for China, including the role of local government financing vehicles (LGFVs) and their debt burdens, and the latest on the property sector. Speakers: Lillian Li, VP-Senior Credit Officer, Moody’s Investors Service; Jessie Tung, VP-Senior Credit Officer, Moody’s Investors Service Host: Vittoria Zoli, Analyst – Emerging Markets, Moody’s Investors Service
South Africa power cuts dim economic outlook
July 13, 2023 22:29 - 22 minutes - 20.7 MBMoody’s analysts discuss the credit effects of South Africa’s energy crisis, including macro and social implications, as well as the government’s plans to address the crisis. Speakers: Aurelien Mali, Vice President – Senior Credit Officer, Moody’s Investors Service; Neil Griffiths-Lambeth, Associate Managing Director, Moody’s Investors Service Host: Vittoria Zoli, Analyst – Emerging Markets, Moody’s Investors Service
Debt sustainability is at risk for frontier market sovereigns
June 22, 2023 07:38 - 15 minutes - 14.4 MBMoody’s analysts discuss updates to long-term sovereign debt forecasts, accounting for recent market conditions, including higher inflation and interest rates. Speaker: Lucie Villa, Vice President – Senior Credit Officer, Sovereign Risk Group, Moody’s Investors Service Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors Service Related Research: Frontier markets' debt sustainability at stake; political economy drives debt paths for some
Moody’s Global Emerging Markets Summit 2023: High hopes, higher risks?
June 07, 2023 08:27 - 26 minutes - 24 MBSpecial guests Lee C. Buchheit and David Lubin share their insights on emerging market sovereign debt crises, the US dollar’s future as a global reserve currency, China’s evolving economy and more. Speakers: Lee C. Buchheit, Professor, University of Edinburgh; David Lubin, Head of EM Economics, Citi, Associate Fellow at Chatham House Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors Service
Is India the next emerging market powerhouse?
May 24, 2023 07:57 - 16 minutes - 15 MBMoody’s analysts discuss India’s growing manufacturing and infrastructure sectors, favorable demographics and potential to achieve significant scale across multiple sectors in the next decade. Speaker: Kaustubh Chaubal, Senior Vice President – Corporate Finance, Moody’s Investors Service Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors Service Related research: Growing industrial sector will drive economy, but may face investment hurdles
Emerging markets with nature-dependent sectors face natural capital depletion risks
May 17, 2023 09:19 - 15 minutes - 14.4 MBMoody’s analysts explore credit risks related to natural capital and biodiversity loss, why emerging markets are more at risk than advanced economies and which sectors are most exposed. Speakers: Lucia Lopez, VP – Senior Credit Officer, Moody’s Investors Service; Rahul Ghosh, MD – Sustainable Finance, Moody’s Investors Service Host: Kelvin Dalrymple, VP – Senior Credit Officer, Moody’s Investors Service
Cost-of-living crisis weakens social contracts across the globe, adding to global economic risks
May 03, 2023 08:00 - 11 minutes - 10.4 MBMoody’s analysts explore credit risks related to the social contract, and how a weakening in the contract is often associated with credit deterioration in the countries where it takes place. Speakers: Elisa Parisi-Capone, VP – Senior Analyst, Moody’s Investors Service; David Rogovic, VP – Senior Credit Officer, Moody’s Investors Service Host: Shirin Mohammadi, VP – Senior Research Writer, Moody’s Investors Service
Emerging market corporate credit quality better placed to handle next downturn
April 19, 2023 02:00 - 15 minutes - 14.4 MBMoody's analysts explore two downside scenarios to frame the likely impact of a US recession on EM corporates, combining lessons from past downturns with the many changes to the credit landscape in the years since. Speakers: Kelvin Dalrymple, VP – Senior Credit Officer, Moody's Investors Service; Vittoria Zoli, Analyst, Moody's Investors Service Host: Scott Phillips, AMD – Global Emerging Markets, Moody’s Investors Service
World Bank-IMF Spring Meetings will cover range of emerging market credit topics
April 05, 2023 08:46 - 19 minutes - 17.5 MBMoody’s analysts explore the key themes and policy issues likely to be at the center of the upcoming World Bank and IMF Spring Meetings, including banking turmoil, tightening credit, ESG and more. Speaker: Marie Diron, Managing Director – Sovereign Risk, Moody’s Investors Service Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors Service
Mark Zandi on Fed rate hike, banking stress, recession risks and implications for emerging markets
March 23, 2023 19:59 - 12 minutes - 11.3 MBThe chief economist of Moody’s Analytics joins host Shirin Mohammadi to discuss the US Federal Reserve’s recent rate decision and response to banking stress, recession risks and more. Speaker: Mark Zandi, Chief Economist, Moody’s Analytics Host: Shirin Mohammadi, VP – Senior Research Writer, Moody’s Investors Service
US bank failures have ripple effects worldwide
March 17, 2023 20:42 - 14 minutes - 13.2 MBMoody’s analysts discuss recent developments in the US and European banking systems, the implications for monetary policy and potential spillovers to emerging markets across the globe. Speakers: Donald Robertson, AMD – Financial Institutions, Moody’s Investors Service; Nick Hill, MD – Financial Institutions, Moody’s Investors Service; Eugene Tarzimanov, VP – Senior Credit Officer, Moody’s Investors Service; Scott Phillips, AMD – Global Emerging Markets, Moody’s Investors Service Host...
Islamic finance set to continue its steady expansion in 2023
March 08, 2023 09:43 - 19 minutes - 17.8 MBIn this episode of Moody’s Talks – Emerging Markets Decoded, Nitish Bhojnagarwala of the Financial Institutions team and special guest Sohail Ali of DLA Piper join host Scott Phillips to discuss the outlook for Islamic finance across emerging markets. Plus, they dive into the intersection of ESG and Islamic finance, and the risks associated with “green” sukuk issuance. Related research: Islamic finance sector will remain resilient despite tight global financial conditions
Will Nigeria’s presidential elections affect credit conditions for banks and the sovereign?
March 06, 2023 09:52 - 13 minutes - 12.2 MBIn this episode of Moody’s Talks – Emerging Markets Decoded, Ighosime Oyofo and Mik Kabeya of the Financial Institutions team and Lucie Villa of the Sovereign team join host Scott Phillips to discuss the credit implications of Nigeria’s presidential elections, with a focus on the banking system and the sovereign. Related research Government of Nigeria: Election disputes will delay policies to address Nigeria's pressing credit challenges Naira redesign policy creates some operational chal...
Tight financing conditions will continue to challenge frontier markets' credit strength
February 22, 2023 11:37 - 10 minutes - 9.62 MBIn this episode of Moody's Talks – Emerging Markets Decoded, Scott Phillips of the Global Emerging Markets team joins host Shirin Mohammadi to discuss a recent turn of events for emerging market credit conditions, including some easing in financial conditions, with inflation, yields and spreads all lower than at the end of 2022, despite continued volatility. They explore what recent events mean for debt issuers in emerging and frontier economies and reveal which sovereigns are still at risk ...
Political unrest adds to credit pressures across Latin America
February 08, 2023 09:48 - 13 minutes - 12.8 MBIn this episode of Moody’s Talks – Emerging Markets Decoded, Jaime Reusche of the Sovereign team joins host Ariane Ortiz-Bollin to discuss the credit implications of political unrest in Peru, how it compares to recent events in Brazil and credit distress in Argentina. Plus, Valeria Azconegui of Moody’s Local shares insights from the ground. Related research: Government of Argentina: External market debt buyback amounts to a distressed exchange Government of El Salvador: Second debt buybac...
Despite mixed outlook, Middle East houses one of 2023’s few bright spots
January 25, 2023 11:00 - 16 minutes - 15.3 MBIn this episode of Moody’s Talks – Emerging Markets Decoded, Christian Fang and Alex Perjessy of the Sovereign team join host Shirin Mohammadi to discuss the outlook for sovereigns across the Middle East and North Africa. Plus, they explore how recent developments in Iran could affect the rest of the region. Related research: 2023 outlook negative as inflation, high interest rates broadly raise credit risks 2023 outlook positive as high oil prices bolster finances, provide space for refor...
Will China’s zero-covid policy reversal provide a boon to emerging markets in 2023?
January 11, 2023 09:17 - 15 minutes - 14.5 MBIn this episode of Moody’s Talks – Emerging Markets Decoded, Gene Fang of the Sovereign team joins host Scott Phillips to discuss the outlook for credit conditions in China as it lifts Covid restrictions and reopens its economy, with a special focus on regional and local governments, the property sector, as well as potential implications for other emerging markets. Related research: 2023 outlook negative as debt, contingent liabilities build, land sales remain weak Sustained slowdown in ...
Lower growth and higher rates will weigh on African issuers
December 14, 2022 10:07 - 19 minutes - 17.8 MBIn this episode of Moody’s Talks – Emerging Markets Decoded, David Rogovic of the Sovereign team and Mik Kabeya of the Financial Institutions team join host Scott Phillips to discuss credit dynamics in Africa amid the US-Africa Leaders Summit in Washington DC. Plus, Matt Pirnie, Head of Ratings at GCR Ratings joins as a special guest to discuss the biggest risks and potential bright spots facing corporate issuers in Sub-Saharan Africa.
Sustained growth slowdown in China would spill over to Asia-Pacific region and beyond
November 30, 2022 09:28 - 10 minutes - 9.49 MBIn this episode of Moody’s Talks – Emerging Markets Decoded, Deborah Tan of the Credit Strategy & Research team joins host Shirin Mohammadi to discuss what a sustained economic growth slowdown in China implies for the rest of the world, particularly the Asia-Pacific region and lower-income countries that rely on Chinese investment flows.
Negative global credit conditions will weigh on weaker emerging market debt issuers in 2023
November 16, 2022 09:07 - 18 minutes - 16.9 MBIn this episode of Moody’s Talks – Emerging Markets Decoded, Ariane Ortiz-Bollin of the Global Emerging Markets team joins host Scott Phillips to discuss the 2023 outlook for emerging market credit conditions, with a focus on governments, companies and banks. Related research: 2023 Outlook - Negative credit conditions leave weaker debt issuers exposed
Emerging markets with stronger governance, diversified economies best placed to achieve a socially “just transition”
November 09, 2022 09:56 - 11 minutes - 10.3 MBIn this episode of Moody’s Talks – Emerging Markets Decoded, Ana Rayes of the ESG team joins host Shirin Mohammadi to discuss the potential social ramifications of climate action, and explore the relative readiness of emerging market sovereigns for a socially just carbon transition. Related research: Sovereigns' readiness for a “just transition” varies, as does associated credit impact Governments have made policy progress toward net zero, but energy crisis will complicate implementation
Brazil’s close election outcome will limit Lula’s ability to implement material policy changes
November 04, 2022 14:29 - 15 minutes - 13.9 MBIn this episode of Moody’s Talks – Emerging Markets Decoded, Samar Maziad of the Sovereign team joins host Ariane Ortiz-Bollin to discuss the credit implications of Brazil’s recent presidential elections for the sovereign, banks and companies.
Emerging market companies face high refinancing risk as tight financial conditions persist
October 26, 2022 11:44 - 19 minutes - 17.6 MBIn this episode of Moody’s Talks – Emerging Markets Decoded, Thaddeus Best of the Emerging Markets team joins host Scott Phillips to discuss how tight financial conditions and capital outflows from emerging markets are affecting lower-rated issuers’ ability to refinance maturing international bonds.
Lower-rated emerging markets face social, fiscal risks as credit cycle turns
October 19, 2022 08:58 - 14 minutes - 13.5 MBIn this episode of Moody’s Talks – Emerging Markets Decoded, Christian Fang of the Sovereign team joins host Shirin Mohammadi to discuss the fiscal and social implications of a sustained period of high inflation and interest rates globally for non-investment-grade emerging market sovereigns. Related content on Moodys.com (some content only available to registered users or subscribers): Non-Investment-Grade Sovereigns – Global Headwinds raise credit pressures Currency depreciation highlig...
Stagflation risks rise for European emerging markets
September 28, 2022 09:14 - 14 minutes - 13.5 MBIn this episode of Moody’s Talks – Emerging Markets Decoded, Olivier Chemla and Petter Bryman of the Sovereign team join host Ariane Ortiz-Bollin to discuss which Central and Eastern European countries are most at risk of stagflation and how such a scenario would impact sovereign credit profiles. Related content on Moodys.com (some content only available to registered users or subscribers): Credit-negative stagflation scenario now more likely in the EU, but country-specific exposures vary...
G20 emerging market growth outlook dims; Argentina, Turkiye grapple with high inflation, low monetary policy credibility
September 14, 2022 08:44 - 17 minutes - 16.2 MBIn this episode of Moody’s Talks – Emerging Markets Decoded, Madhavi Bokil of the Credit Strategy and Research team joins host Shirin Mohammadi to discuss the latest update to Moody’s global macroeconomic outlook, with a focus on G20 emerging markets. Plus, Kathrin Muehlbronner and Gabriel Torres of the Sovereign team do a deep dive into Turkiye and Argentina – two of the largest emerging markets facing extraordinarily high levels of inflation. Related content on Moodys.com (some content o...
Most emerging markets will avert debt crisis, but frontier markets exposed to turning credit cycle
August 31, 2022 09:44 - 21 minutes - 19.9 MBIn this episode of Moody’s Talks - Emerging Markets Decoded, Thaddeus Best of the Global Emerging Markets team and Anushka Shah of the Sovereign team join host Ariane Ortiz-Bollin to discuss the resilience of most emerging markets to tightening financial conditions, as well as the implications for reform prospects in lower-income countries. Related content on Moodys.com (some content only available to registered users or subscribers): Most EMs will avert debt crisis but frontier markets a...
Heatwaves undermine renewable energy production, utilities in Asia-Pacific and Latin America
August 17, 2022 08:37 - 14 minutes - 13.2 MBIn this episode of Emerging Markets Decoded, Ada Li and Roxana Munoz of the Infrastructure and Project Finance team join host Thaddeus Best to discuss how climate change is undermining green and conventional power generation. Related content on Moodys.com (some content only available to registered users or subscribers): APAC power utilities’ credit quality under pressure from rising physical climate risks Hydropower development will peak in 2022; environmental risks limit expansion
Costa Rica cyberattacks highlight key risk area as emerging markets move toward digitization
August 03, 2022 13:14 - 14 minutes - 13.2 MBIn this episode of Emerging Markets Decoded, Leroy Terrelonge of the Cyber Risk team and Gabriel Torres of the Sovereign team join host Shirin Mohammadi to discuss rising cyber risks for emerging markets and recent attacks on Costa Rica’s government. Related content on Moodys.com (some content only available to registered users or subscribers): Government of Costa Rica: FAQ on the sovereign credit implications of recent cyberattacks Government of Costa Rica: Cyberattack disabling key gov...
Mexico and Pemex downgraded on lower economic growth prospects and increasing fiscal rigidities
July 20, 2022 14:05 - 15 minutes - 13.9 MBIn this episode of Emerging Markets Decoded, Renzo Merino of the Sovereign team and Nymia Almeida of the Corporates team join host Ariane Ortiz-Bollin to discuss the recent rating downgrades of the Mexican sovereign and state-owned oil company.
China’s zero-covid policy and property sector challenges weigh on growth, with global spillovers
July 06, 2022 14:16 - 17 minutes - 16.1 MBIn this episode of Emerging Markets Decoded, Martin Petch of the Sovereign team and Franco Leung of the Corporates team join host Thaddeus Best to discuss the implications of China’s property sector stress and economic slowdown for global growth.
Policy shifts loom as Colombia’s presidential election heads to a run-off
June 15, 2022 13:39 - 16 minutes - 15.5 MBAnalysts Renzo Merino and Nymia Almeida join host Ariane Ortiz-Bollin to discuss the policy proposals of the candidates vying to be Colombia’s next president and how rising social risks may lead to policy changes with important credit implications. Related content on Moodys.com (some content only available to registered users or subscribers): https://www.moodys.com/researchdocumentcontentpage.aspx?docid=PBC_1328181 https://www.moodys.com/researchdocumentcontentpage.aspx?docid=PBC_132426...
Gloomy outlook for emerging market credit conditions, with some bright spots
June 01, 2022 08:00 - 19 minutes - 18 MBIn this episode of Moody’s Talks – Emerging Markets Decoded, Ariane Ortiz-Bollin of the Global Emerging Markets team joins host Thaddeus Best to discuss key takeaways from Moody’s recent Global Emerging Markets Summit. Plus, Rachel Chua of the Corporates team reveals which emerging market companies are most exposed to spillovers from the Russia-Ukraine military conflict, and which stand to benefit. Related content on Moodys.com (some content only available to registered users or subscriber...