101 episodes
Moody's Talks - Emerging Markets Decoded Moody's Investors Service
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- Business
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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South Africa’s creditworthiness with a new coalition government
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.
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Views from Moody’s Global Emerging Markets 2024 virtual event
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.
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Frontier markets: higher risk, higher potential returns
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.
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Speculative-grade default rate for emerging market companies improves with macro conditions
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.
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Middle East: from geopolitical tensions to Islamic finance
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.
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EM macro conditions are improving unevenly as GDP growth stabilizes and inflation slows
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.