Credit Currents - Moody's Ratings

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

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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

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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

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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

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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

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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

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Moody’s analysts discuss recent developments in the US and European banking systems, the implications for monetary policy and potential spillovers to emerging markets across the globe.

Speakers: Donald Robertson, AMD – Financial Institutions, Moody’s Investors Service; Nick Hill, MD – Financial Institutions, Moody’s Investors Service; Eugene Tarzimanov, VP – Senior Credit Officer, Moody’s Investors Service; Scott Phillips, AMD – Global Emerging Markets, Moody’s Investors Service

Hosts: Shirin Mohammadi, VP – Senior Research Writer, Moody’s Investors Service; Danielle Reed, VP – Senior Research Writer, Moody’s Investors Service

For related research, visit the Global Banking System Outlook topic page. 

As financial pressures mount in a time of higher rates and slowing growth, Moody’s will continue to share our analysis of evolving trends and repercussions for banks around the world.

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In this episode of Moody’s Talks – Emerging Markets Decoded, Nitish Bhojnagarwala of the Financial Institutions team and special guest Sohail Ali of DLA Piper join host Scott Phillips to discuss the outlook for Islamic finance across emerging markets. Plus, they dive into the intersection of ESG and Islamic finance, and the risks associated with “green” sukuk issuance. 

Related research:

• Islamic finance sector will remain resilient despite tight global financial conditions

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In this episode of Moody’s Talks – Emerging Markets Decoded, Ighosime Oyofo and Mik Kabeya of the Financial Institutions team and Lucie Villa of the Sovereign team join host Scott Phillips to discuss the credit implications of Nigeria’s presidential elections, with a focus on the banking system and the sovereign. 

Related research

• Government of Nigeria: Election disputes will delay policies to address Nigeria's pressing credit challenges
• Naira redesign policy creates some operational challenges for Nigerian banks

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In this episode of Moody's Talks – Emerging Markets Decoded, Scott Phillips of the Global Emerging Markets team joins host Shirin Mohammadi to discuss a recent turn of events for emerging market credit conditions, including some easing in financial conditions, with inflation, yields and spreads all lower than at the end of 2022, despite continued volatility. They explore what recent events mean for debt issuers in emerging and frontier economies and reveal which sovereigns are still at risk of default. 

Related Research:

• Tight financing conditions will continue challenging frontier markets' credit strength

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