In this episode, our analysts explain exposure to trade uncertainty for debt issuers across emerging markets -- and why many in India are more insulated than their peers.

 

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

 

Guests: Nicky Dang, Senior Vice President, Credit Strategy & Guidance, Moody’s Ratings; Kaustubh Chaubal (KC), Senior Vice President, Corporate Finance Group, Moody’s Ratings

 

Related research:

• Emerging Markets - India: Internal growth drivers anchor the economy amid US policy shifts and global uncertainty, 21 May 2025  
• Tariffs -- Emerging Markets: Exporters are most directly exposed, but most debt issuers face indirect effects, 20 May 2025 
• Tariffs – Global: Tariffs and trade turmoil: how we gauge the credit consequences, 14 April 2025 
• Tariffs -- Global: US-China trade negotiations ease risks for global growth, 15 May 2025 

 

 

 

 

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