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   ..read more

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 ..read more

China’s 2024 policy priorities and influence across Asia, the state of European consumers, Romania’s fiscal deficit, Argentina’s economy and Ecuador’s state of emergency are among the top stories. Guests: Lillian Li, Vice President – Senior Credit Officer, Moody’s Ratings; Ruosha Li, Vice President – Senior Analyst, Moody’s Ratings; Ariane Ortiz-Bollin, Vice President – Senior Credit Officer, Moody’s Ratings Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Ratings ..read more

Positive developments include strong GDP growth in Côte d’Ivoire and Senegal, a lifting of sanctions on Niger, and a few countries tapping international bond markets so far this year. Speaker: Mickaël Gondrand, Assistant Vice President-Analyst, Sovereign Risk Group, Moody’s Investors Service Host: Scott Phillips, Associate Managing Director, Emerging Markets, Moody's Investors Service ..read more

Recent interest rate cuts in Brazil, Chile, Colombia and Hungary are among the signs that EM financial conditions are improving. The primary market for EM bond issuance is likely to remain strong. Hosts: Scott Phillips, Associate Managing Director - Emerging Markets at Moody's Investors Service; Vittoria Zoli, Analyst - Emerging Markets at Moody's Investors Service ..read more

Conditions are more stable for sovereigns, banks and companies in the Gulf Cooperation Council region than in North Africa and Levant. An escalation of the Israel-Hamas military conflict is main risk. Speakers: Christian Fang, Vice President – Senior Analyst, Sovereign Risk Group at Moody’s Investors Service; Badis Shubailat, Assistant Vice President – Analyst, Financial Institutions Group at Moody’s Investors Service; Rehan Akbar, Senior Vice President, Corporate Finance Group at Moody’s Investors Service Host: Vittoria Zoli, Analyst, Emerging Markets at Moody’s Investors Service ..read more

Redefault risk in Argentina, general elections in South Africa, financial conditions and debt affordability in Egypt, monetary policy in Turkiye and economic growth in China are top stories this year. Speaker: Marie Diron, Managing Director - Global Sovereign Risk - Moody's Investors Service Host: Scott Phillips, Associate Managing Director - Emerging Markets, Moody's Investors Service ..read more

EM GDP growth will slow, largely because of China’s slowdown. Export-led EMs will suffer from weak global trade activity, but domestic-focused EMs will fare better. Pockets of inflation risk exist. Speaker: Vittoria Zoli, Analyst - Emerging Markets, Moody's Investors Service Host: Scott Phillips, Associate Managing Director - Emerging Markets, Moody's Investors Service ..read more

Moody’s strategists discuss recent central bank decisions, EM financial conditions, US dollar strength and EM currency weakness, Poland’s election and India’s inclusion in an EM government bond index. Speakers: Vittoria Zoli, Analyst -- Emerging Markets, Moody's Investors Service and Steffen Dyck, Senior Vice President -- Sovereigns, Moody's Investors Service Host: Scott Phillips, Associate Managing Director -- Emerging Markets, Moody's Investors Service ..read more

Moody’s analysts discuss the country-specific reasons inflation is slowing in emerging markets; why Mexico’s industrial production is increasing; and how Gabon’s coup factored into its outlook change. Speakers: Vittoria Zoli, Analyst – Emerging Markets, Moody's Investors Service and Mickaël Gondrand, Analyst – Sovereigns, Moody’s Investors Service Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors Service ..read more