Moody's Talks - Emerging Markets Decoded
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Top 10 Moody's Talks - Emerging Markets Decoded Episodes
Goodpods has curated a list of the 10 best Moody's Talks - Emerging Markets Decoded episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Moody's Talks - Emerging Markets Decoded for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Moody's Talks - Emerging Markets Decoded episode by adding your comments to the episode page.
Kenya protests highlight transmission of social risk to sovereign creditworthiness
Moody's Talks - Emerging Markets Decoded
07/22/24 • 13 min
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
Corporate credit quality in India, Indonesia remains robust despite sectoral differences
Moody's Talks - Emerging Markets Decoded
09/02/24 • 14 min
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
Steady GDP growth continues for emerging markets, with wide variation by country
Moody's Talks - Emerging Markets Decoded
07/09/24 • 19 min
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:
South Africa’s creditworthiness with a new coalition government
Moody's Talks - Emerging Markets Decoded
06/24/24 • 12 min
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:
Views from Moody’s Global Emerging Markets 2024 virtual event
Moody's Talks - Emerging Markets Decoded
06/11/24 • 14 min
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.
Frontier markets: higher risk, higher potential returns
Moody's Talks - Emerging Markets Decoded
05/28/24 • 19 min
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:
Speculative-grade default rate for emerging market companies improves with macro conditions
Moody's Talks - Emerging Markets Decoded
05/13/24 • 13 min
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:
Middle East: from geopolitical tensions to Islamic finance
Moody's Talks - Emerging Markets Decoded
04/30/24 • 15 min
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
EM macro conditions are improving unevenly as GDP growth stabilizes and inflation slows
Moody's Talks - Emerging Markets Decoded
04/15/24 • 11 min
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
Emerging market credit conditions will continue gradual, fragile improvement in 2025
Moody's Talks - Emerging Markets Decoded
11/25/24 • 20 min
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:
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FAQ
How many episodes does Moody's Talks - Emerging Markets Decoded have?
Moody's Talks - Emerging Markets Decoded currently has 110 episodes available.
What topics does Moody's Talks - Emerging Markets Decoded cover?
The podcast is about News, Business News, Podcasts, Finance and Business.
What is the most popular episode on Moody's Talks - Emerging Markets Decoded?
The episode title 'South Africa’s creditworthiness with a new coalition government' is the most popular.
What is the average episode length on Moody's Talks - Emerging Markets Decoded?
The average episode length on Moody's Talks - Emerging Markets Decoded is 16 minutes.
How often are episodes of Moody's Talks - Emerging Markets Decoded released?
Episodes of Moody's Talks - Emerging Markets Decoded are typically released every 14 days.
When was the first episode of Moody's Talks - Emerging Markets Decoded?
The first episode of Moody's Talks - Emerging Markets Decoded was released on Apr 1, 2020.
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