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

Featured

EM balancing act: fragile recovery, new threats

Our outlook for emerging markets remains cautiously optimistic given gradual, if uneven, GDP growth and slowing inflation. But conditions are fluid, and differences exist within and across regions.



Moody's Talks - Emerging Markets Decoded
podcast
Steady GDP growth continues for emerging markets, with wide variation by country

We have revised our aggregate EM forecast up slightly to 3.9% for 2024-25 to reflect faster-than-expected growth in some of the largest EMs so far this year. Disinflation continues but is slowing.

podcast
South Africa’s creditworthiness with a new coalition government

The creation of a coalition government following 29 May elections will likely support broad policy continuity and reforms, but the risk of government instability and ineffectiveness is significant.

 

 

podcast
Views from Moody’s Global Emerging Markets 2024 virtual event

Moody’s Ratings experts discuss the fragile recovery and new threats in EMs, including macro conditions, default trends, credit risks for sovereigns and corporates, and bright spots.

 

 


More insights

Market focus
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China growth and credit

Credit risks evolve in China amid a structural economic shift, protracted adjustment in the property sector and changes in the regulatory and geopolitical environment.

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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

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.

27
Aug
event
Asia Emerging Markets Summit 2024 (Singapore)

Join us at Moody’s flagship corporate credit event as we navigate the interplay of sustainability, recovery potential, and liquidity amidst higher-for-longer rates in the dynamic credit landscape of Asia's emerging markets.

29
Aug
event
Asia Emerging Markets Summit 2024 (Hong Kong)

Join us at Moody’s flagship corporate credit event as we navigate the interplay of sustainability, recovery potential, and liquidity amidst higher-for-longer rates in the dynamic credit landscape of Asia's emerging markets.