Moody’s analysts discuss the economic and credit outlook for China, including the role of local government financing vehicles (LGFVs) and their debt burdens, and the latest on the property sector.

Speakers: Lillian Li, VP-Senior Credit Officer, Moody’s Investors Service; Jessie Tung, VP-Senior Credit Officer, Moody’s Investors Service

Host: Vittoria Zoli, Analyst – Emerging Markets, Moody’s Investors Service

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Moody’s analysts discuss the credit effects of South Africa’s energy crisis, including macro and social implications, as well as the government’s plans to address the crisis.

Speakers: Aurelien Mali, Vice President – Senior Credit Officer, Moody’s Investors Service; Neil Griffiths-Lambeth, Associate Managing Director, Moody’s Investors Service

Host: Vittoria Zoli, Analyst – Emerging Markets, Moody’s Investors Service

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Moody’s analysts discuss updates to long-term sovereign debt forecasts, accounting for recent market conditions, including higher inflation and interest rates.

Speaker: Lucie Villa, Vice President – Senior Credit Officer, Sovereign Risk Group, Moody’s Investors Service

Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors Service

Related Research:

• Frontier markets' debt sustainability at stake; political economy drives debt paths for some

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Special guests Lee C. Buchheit and David Lubin share their insights on emerging market sovereign debt crises, the US dollar’s future as a global reserve currency, China’s evolving economy and more.

Speakers: Lee C. Buchheit, Professor, University of Edinburgh; David Lubin, Head of EM Economics, Citi, Associate Fellow at Chatham House

Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors Service

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Moody’s analysts discuss India’s growing manufacturing and infrastructure sectors, favorable demographics and potential to achieve significant scale across multiple sectors in the next decade. 

Speaker: Kaustubh Chaubal, Senior Vice President – Corporate Finance, Moody’s Investors Service

Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors Service

Related research:

• Growing industrial sector will drive economy, but may face investment hurdles

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Moody’s analysts explore credit risks related to natural capital and biodiversity loss, why emerging markets are more at risk than advanced economies and which sectors are most exposed.

Speakers: Lucia Lopez, VP – Senior Credit Officer, Moody’s Investors Service; Rahul Ghosh, MD – Sustainable Finance, Moody’s Investors Service

Host: Kelvin Dalrymple, VP – Senior Credit Officer, Moody’s Investors Service

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Moody’s analysts explore credit risks related to the social contract, and how a weakening in the contract is often associated with credit deterioration in the countries where it takes place.

Speakers: Elisa Parisi-Capone, VP – Senior Analyst, Moody’s Investors Service; David Rogovic, VP – Senior Credit Officer, Moody’s Investors Service

Host: Shirin Mohammadi, VP – Senior Research Writer, Moody’s Investors Service

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Moody's analysts explore two downside scenarios to frame the likely impact of a US recession on EM corporates, combining lessons from past downturns with the many changes to the credit landscape in the years since.

Speakers: Kelvin Dalrymple, VP – Senior Credit Officer, Moody's Investors Service; Vittoria Zoli, Analyst, Moody's Investors Service

Host: Scott Phillips, AMD – Global Emerging Markets, Moody’s Investors Service

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Moody’s analysts explore the key themes and policy issues likely to be at the center of the upcoming World Bank and IMF Spring Meetings, including banking turmoil, tightening credit, ESG and more.

Speaker: Marie Diron, Managing Director – Sovereign Risk, Moody’s Investors Service

Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors Service

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The chief economist of Moody’s Analytics joins host Shirin Mohammadi to discuss the US Federal Reserve’s recent rate decision and response to banking stress, recession risks and more.

Speaker: Mark Zandi, Chief Economist, Moody’s Analytics

Host: Shirin Mohammadi, VP – Senior Research Writer, Moody’s Investors Service

© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.