Emerging market credit conditions will continue gradual, fragile improvement in 2025

11/25/24 • 20 min

Moody's Talks - Emerging Markets Decoded

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:

Emerging Markets – Global: 2025 Outlook - Stable but fragile, with looming credit risks

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:

Emerging Markets – Global: 2025 Outlook - Stable but fragile, with looming credit risks

Previous Episode

How the US election could shape global credit conditions

In this joint Big Picture-Emerging Markets Decoded episode, our regional analysts highlight the key US policy areas to watch in Europe, Asia-Pacific and Latin America -- and discuss which economies and sectors could be at risk if policies were to dramatically change.

Guests: Sarah Carlson, Senior Vice President, Sovereign Risk Group, Moody's Ratings; Gong Cheng, Managing Director, Credit Strategy, Moody's Ratings; Ariane Ortiz-Bollin, Vice President - Senior Credit Officer, Credit Strategy, Moody's Ratings

Host: William Foster, Senior Vice President, Sovereign Risk Group, Moody's Ratings