Moody's Talks - Emerging Markets Decoded

BSI Fund Chief Investment Officer Kojo Amoo-Gottfried joins Emerging Markets Decoded to discuss emerging markets topics including the macro perspective and investor sentiment toward the asset class. Speaker: Kojo Amoo-Gottfried, Chief Investment Officer, BSI FundHosts: Scott Phillips, AMD – Emerging Markets, Moody’s Investor’s Service; Vittoria Zoli, Analyst – Emerging Markets, Moody’s Investors Service

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

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

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 ServiceHost: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors ServiceRelated Research:Frontier markets' debt sustainability at stake; political economy drives debt paths for some

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

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 ServiceHost: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors ServiceRelated research:Growing industrial sector will drive economy, but may face investment hurdles

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

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

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

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