Moody's analysts consider the structural shifts, regulation and polarization that will shape credit risk and outcomes in the global emerging markets.

Featured

Emerging drivers, enduring risks

What's next for China

China is pushing the development of new growth drivers, including electric vehicles and clean energy, but it faces challenges in the road ahead. 


podcast
China’s push to shift economic growth engines faces hurdles but will benefit some EMs

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. 


Moody's Talks - Emerging markets decoded
podcast
EM macro conditions are improving unevenly as GDP growth stabilizes and inflation slows

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.

podcast
China’s push to shift economic growth engines faces hurdles but will benefit some EMs

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.

podcast
Digging into key credit stories for emerging market sovereign investors across the globe

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.


More insights

Market focus
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China growth and credit

Policy uncertainties around trade, unforeseen events like coronavirus outbreak, as well as long-term structural challenges pose credit risks to China, increasing credit differentiation between domestic regions and sectors.

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Islamic finance

Islamic Finance is an important part of global capital markets in view of the rising demand in the Middle East and Asia.  The sector seeks to encourage investment and financing that conforms with the ethical and moral principles of the Islamic faith.

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Upcoming events

17
Apr
event
Inside LatAm: Chile 2024

Únase a los experimentados analistas y destacados expertos de la industria para comprender a profundidad los factores que influirán en las perspectivas crediticias del país en 2024.

02
May
event
Moody's GCC Summit: GCC and Emerging Markets in an Era of Decarbonization, Digital Finance and Geopolitical Uncertainty

Explore the global economic shifts and delve into the unravelling credit and growth prospects in the GCC and emerging markets. All this, amidst the backdrop of the evolving digital economy.

04
Jun
event
Global Emerging Markets 2024 The EM Balancing Act: Fragile recovery, new threats

Moody’s Global Emerging Markets virtual event will delve into the complex dynamics of emerging markets in 2024 and identify credit opportunities across the globe.