Moody's Talks - Emerging Markets Decoded
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Emerging market credit conditions will continue gradual, fragile improvement in 2025
20 mins; November 25, 2024
How the US election could shape global credit conditions
19 mins; October 10, 2024
Positive credit stories emerging in a handful of Sub-Saharan African countries
17 mins; October 02, 2024
Geopolitical risk shapes creditworthiness for host of APAC governments
14 mins; September 16, 2024
Corporate credit quality in India, Indonesia remains robust despite sectoral differences
14 mins; September 02, 2024
Latin American national oil companies face hurdles in reducing greenhouse gas emissions
14 mins; August 19, 2024
Central bank push to tame inflation boosts credit quality of Turkish sovereign, companies
14 mins; August 05, 2024
Kenya protests highlight transmission of social risk to sovereign creditworthiness
13 mins; July 22, 2024
Steady GDP growth continues for emerging markets, with wide variation by country
19 mins; July 09, 2024
South Africa’s creditworthiness with a new coalition government
12 mins; June 24, 2024
Views from Moody’s Global Emerging Markets 2024 virtual event
14 mins; June 11, 2024
Frontier markets: higher risk, higher potential returns
19 mins; May 28, 2024
Speculative-grade default rate for emerging market companies improves with macro conditions
13 mins; May 13, 2024
Middle East: from geopolitical tensions to Islamic finance
15 mins; April 30, 2024
EM macro conditions are improving unevenly as GDP growth stabilizes and inflation slows
11 mins; April 15, 2024
China’s push to shift economic growth engines faces hurdles but will benefit some EMs
15 mins; April 01, 2024
Digging into key credit stories for emerging market sovereign investors across the globe
20 mins; March 18, 2024
A focus on West Africa, where bright spots shine through political, security and climate risks
15 mins; March 06, 2024
State-contingent debt instruments gain traction in restructurings as sovereign defaults rise
14 mins; February 20, 2024
Emerging market central banks lower rates while US Fed signals rate cuts are not imminent
12 mins; February 05, 2024
Middle East, North Africa credit conditions are stable in 2024 despite elevated geopolitical risks
16 mins; January 22, 2024
Five top-of-mind credit stories for EM sovereign investors in 2024
17 mins; January 08, 2024
COP28 climate summit highlights carbon transition risks for emerging markets
20 mins; November 27, 2023
Economic considerations underpin stable emerging market 2024 outlook
15 mins; November 16, 2023
Emerging market central banks reassess pace of monetary easing as US Fed holds rates for longer
12 mins; October 30, 2023
A focus on emerging markets as bond yields and oil prices oscillate, plus a deep dive on Egypt
20 mins; October 16, 2023
How recent US, UK, euro area monetary policy decisions, US dollar strength affect emerging markets
23 mins; October 02, 2023
Disinflation continues in EMs; Mexico’s industrial production rises; Gabon’s outlook turns negative
20 mins; September 18, 2023
Stress in China’s property sector has potential knock-on effects across multiple sectors
19 mins; September 07, 2023
More emerging market sovereigns pursue debt-for-nature swaps to reduce debt burdens
24 mins; August 23, 2023
Emerging Markets insights and view ahead with Kojo Amoo-Gottfried
28 mins; August 10, 2023
China’s soft economic recovery raises contingent liability risks from LGFVs
19 mins; July 26, 2023
South Africa power cuts dim economic outlook
22 mins; July 13, 2023
Debt sustainability is at risk for frontier market sovereigns
15 mins; June 22, 2023
Moody’s Global Emerging Markets Summit 2023: High hopes, higher risks?
26 mins; June 07, 2023
Is India the next emerging market powerhouse?
16 mins; May 24, 2023
Emerging markets with nature-dependent sectors face natural capital depletion risks
15 mins; May 17, 2023
Cost-of-living crisis weakens social contracts across the globe, adding to global economic risks
11 mins; May 03, 2023
Emerging market corporate credit quality better placed to handle next downturn
15 mins; April 18, 2023
World Bank-IMF Spring Meetings will cover range of emerging market credit topics
19 mins; April 05, 2023
Mark Zandi on Fed rate hike, banking stress, recession risks and implications for emerging markets
12 mins; March 23, 2023
US bank failures have ripple effects worldwide
14 mins; March 17, 2023
Islamic finance set to continue its steady expansion in 2023
19 mins; March 08, 2023
Will Nigeria’s presidential elections affect credit conditions for banks and the sovereign?
13 mins; March 06, 2023
Tight financing conditions will continue to challenge frontier markets' credit strength
10 mins; February 22, 2023
Political unrest adds to credit pressures across Latin America
13 mins; February 08, 2023
Despite mixed outlook, Middle East houses one of 2023’s few bright spots
16 mins; January 25, 2023
Will China’s zero-covid policy reversal provide a boon to emerging markets in 2023?
15 mins; January 11, 2023
Lower growth and higher rates will weigh on African issuers
19 mins; December 14, 2022
Sustained growth slowdown in China would spill over to Asia-Pacific region and beyond
10 mins; November 30, 2022
Negative global credit conditions will weigh on weaker emerging market debt issuers in 2023
18 mins; November 16, 2022
Emerging markets with stronger governance, diversified economies best placed to achieve a socially “just transition”
11 mins; November 09, 2022
Brazil’s close election outcome will limit Lula’s ability to implement material policy changes
15 mins; November 04, 2022
Emerging market companies face high refinancing risk as tight financial conditions persist
19 mins; October 26, 2022
Lower-rated emerging markets face social, fiscal risks as credit cycle turns
14 mins; October 19, 2022
Stagflation risks rise for European emerging markets
14 mins; September 28, 2022
G20 emerging market growth outlook dims; Argentina, Turkiye grapple with high inflation, low monetary policy credibility
17 mins; September 14, 2022
Most emerging markets will avert debt crisis, but frontier markets exposed to turning credit cycle
21 mins; August 31, 2022
Heatwaves undermine renewable energy production, utilities in Asia-Pacific and Latin America
14 mins; August 17, 2022
Costa Rica cyberattacks highlight key risk area as emerging markets move toward digitization
14 mins; August 03, 2022
Mexico and Pemex downgraded on lower economic growth prospects and increasing fiscal rigidities
15 mins; July 20, 2022
China’s zero-covid policy and property sector challenges weigh on growth, with global spillovers
17 mins; July 06, 2022
Policy shifts loom as Colombia’s presidential election heads to a run-off
16 mins; June 15, 2022
Gloomy outlook for emerging market credit conditions, with some bright spots
19 mins; June 01, 2022
Africa, Middle East at heightened risk of social unrest; Turkey’s inflation soars
18 mins; May 12, 2022
Frontier markets most exposed to heightened risk aversion; CIS credit quality at risk
14 mins; April 27, 2022
Higher energy prices will delay carbon transition; Mexico’s energy policy will raise costs
20 mins; April 13, 2022
Russia-Ukraine crisis exacerbates food price inflation; financial conditions tighten for emerging markets
16 mins; March 30, 2022
CBDCs could foster financial inclusion, growth; El Salvador Bitcoin bond entails high risks
15 mins; March 16, 2022
Russia-Ukraine crisis increases global macroeconomic risks; most economies sustain less pandemic scarring
17 mins; March 03, 2022
Escalating Russia-Ukraine tensions will weigh on sovereigns, banks, with spillovers to Europe
19 mins; February 16, 2022
Foreign direct investment decline lowers emerging markets’ growth potential
18 mins; February 02, 2022
Emerging markets’ climate financing falls short; deforestation in Brazil weighs on businesses
15 mins; January 19, 2022
China’s economic rebalancing will reduce social risks, but transition will be bumpy
15 mins; January 13, 2022
African sovereigns and banks will face significant challenges in 2022
18 mins; December 08, 2021
Emerging markets will face multispeed recovery, even as credit conditions stabilize
13 mins; November 16, 2021
Rising commodity prices, political risk and inflation reshape LatAm credit conditions
15 mins; October 27, 2021
China Evergrande’s financial stress raises challenges for China’s property market and economy
10 mins; October 13, 2021
Social safety nets support governments; sub-sovereign governments face high social risks
15 mins; September 29, 2021
Inflation risks are high for emerging markets; Islamic finance issuance steadies
17 mins; September 14, 2021
China’s path to net-zero emissions will become increasingly difficult
19 mins; August 31, 2021
Emerging market banks’ asset risks rising; Mexican banks benefit from rising rates
15 mins; August 18, 2021
Non-investment-grade sovereigns face delayed recovery; Asia-Pacific lags in vaccinations
21 mins; August 04, 2021
Credit risks for Sub-Saharan African sovereigns and banks rise; telecom sector a bright spot
19 mins; July 21, 2021
Corporate liquidity in Latin America is adequate; Brazil faces tough policy choices
17 mins; July 07, 2021
Emerging markets poised for a rocky and uneven recovery from pandemic
17 mins; June 24, 2021
Welcome to Emerging Markets Decoded
43 secs; June 22, 2021
Sovereign wealth fund drawdowns will help meet elevated funding needs across Gulf
13 mins; February 17, 2021
Climate risks and income inequality are prime ESG risks for EM governments
14 mins; February 03, 2021
Latin America grapples with slow economic recovery, rising social demands
14 mins; January 20, 2021
Credit stress will persist in Sub-Saharan Africa amid bumpy economic recovery
15 mins; January 06, 2021
Social trends take hold as a driver of emerging market credit and financing
14 mins; December 09, 2020
Assessing the future of China’s Belt & Road and ESG risks in emerging markets
13 mins; November 25, 2020
Credit conditions will be mixed across emerging markets amid uneven COVID-19 recovery
15 mins; November 15, 2020
EM government revenue is unlikely to return to pre-pandemic levels in 2021
13 mins; October 28, 2020
China ramps up infrastructure spending to galvanize economic growth
15 mins; October 14, 2020
Government stress weighs on African banks; Lebanon’s economic conditions deteriorate
14 mins; September 30, 2020
Mexico’s job losses will cut across the economy; political risks rise in Belarus
15 mins; September 16, 2020
Institutional weakness and high debt burdens are leading causes of sovereign defaults
13 mins; September 02, 2020
Global remittances fall; sukuk issuance to rebound after first-half stumble
13 mins; August 19, 2020