EM macro conditions are improving unevenly as GDP growth stabilizes and inflation slows
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
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
Previous Episode
China’s push to shift economic growth engines faces hurdles but will benefit some EMs
It 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
Next Episode
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.
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
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/moodys-talks-emerging-markets-decoded-463007/em-macro-conditions-are-improving-unevenly-as-gdp-growth-stabilizes-an-62597015"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to em macro conditions are improving unevenly as gdp growth stabilizes and inflation slows on goodpods" style="width: 225px" /> </a>
Copy