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Credit differentiation amidst shifting sands
A resilient regional outlook juxtaposed against a cloudy global picture will drive credit differentiation across APAC. With tighter global financial conditions, which sovereigns will face external vulnerabilities, and which ones will stay resilient? What will the unwinding of pandemic relief mean for social and political risks, and how will this bear on fiscal priorities?
- What will tighter financial conditions, inflation and currency depreciation mean for Asian economies?
- Are APAC economies approaching binding limits to fiscal consolidation?
- How is the region positioned to cope with structural challenges from a slowing China, energy security and decarbonization?
- Pulse-checking the socio-political risk climate
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