Video
Update on India’s Gold Loan Regulations Enhances NBFIs’ Risk Standards
ֳ believes that the Reserve Bank of India’s draft regulations for gold-backed loans offer greater clarity to market participants.
14May
2025
2025
08May
2025
2025
Video
North American Airlines Face Softer Leisure Demand Amid Uncertainty
North American airlines are facing a period of softer demand concentrated in U.S. domestic leisure travel as consumers pull back on discretionary spending, with ֳ now expecting revenue passenger miles to be flat to modestly down in 2025.
02May
2025
2025
Video
Retaliation Risk Looms for Some U.S. Corporates as Trade War Continues
Retaliation by trade partners remains a risk for U.S. corporate sectors despite some near-term reprieve from the 90-day pause on reciprocal tariffs, as trade tensions with China remain high, even after the temporary exemptions on some electronics.
23Apr
2025
2025
Video
Uzbek Insurance Sector’s Rapid Growth is Driven by Riskier Business
Rapid growth in the Uzbek insurance sector is being driven by business lines with significant underwriting risk, which could lead to volatility in insurers’ financial performance.
23Apr
2025
2025
Video
Insurers Face Increased Regulation for Life Business, Climate and AI
Global insurers face rising regulatory costs linked to structural shifts in the life sector, and to climate change and artificial intelligence (AI) as industry supervisors intensify their response to mounting risks.
23Apr
2025
2025
Video
Indonesian Banks’ Liquidity Tightness to Abate
The Indonesian banking sector’s recent deposit liquidity tightness is transient, reflecting the normalisation of monetary operations rather than a sign of structural liquidity shortage or distress.
21Apr
2025
2025
Video
Deep Cuts to Growth Forecasts as Global Trade War Escalates
In response to the severe escalation in the global trade war, ֳ has sharply lowered its 2025 forecasts by 0.4pp for world growth and by 0.5pp for China and US growth from the March edition of its Global Economic Outlook (GEO).
16Apr
2025
2025
Video
Islamic Finance Trends - Malaysia Debt Capital Market 2025
In this video, our senior analyst takes stock of the key drivers impacting the Malaysia debt capital market and share their outlook for the rest of 2025. Here is Muhammad Luthfi Bagja Aulia.
08Apr
2025
2025
Video
‘Liberation Day’ Takes U.S. Tariff Rate Back to Level Last Seen in 1909
US tariffs have reached levels that are transforming the global economic outlook, significantly raising US recession risks and constraining the Fed’s ability to lower rates further. The “Liberation Day” tariff hikes sharply exceeded our expectations.
08Apr
2025
2025
Video
U.S. Tariffs Have Negative, Uneven Credit Impact on Global Automakers
The 25% tariffs imposed on auto imports into the U.S. will raise prices and put downward pressure on demand. Credit implications for auto and parts manufacturers are broadly negative but vary by issuer.
07Apr
2025
2025
Video
DOGE, Federal Reforms and Funding Cuts Could Affect Some U.S. Corporates
Reforms and major cuts to federal government operations by the Department of Government Efficiency (DOGE) established under the Trump administration could have credit implications for some U.S. corporate sectors.
07Apr
2025
2025
Video
Korea’s New Capital Requirements Reduce Insurers’ Capital Burden, Enhance Quality
A lower capital adequacy benchmark for Korean insurers will ease their capital burden and raise their flexibility. The launch of core capital requirement will enhance capital quality and minimize risk of insurers’ excessive reliance on capital bonds.
01Apr
2025
2025
Video
Higher US Tariffs to Challenge Growth of Corporate Sectors Globally
A significant increase in US tariffs on imports will pressure revenue growth and profitability for most corporate sectors globally, although the impact will vary depending on trade exposure. A weakening world economy will have broader consequences.
13Mar
2025
2025
Video
Potential Medicaid Cuts Could Impact U.S. NFP Hospital and Health Insurer Margins
Major cuts to Medicaid would negatively affect not-for-profit (NFP) hospital operating margins and revenues. The recently passed budget resolution could also exacerbate margin pressures for health insurers participating in Medicaid.
13Mar
2025
2025
Video
Islamic Finance Trends - Global ESG Sukuk Market Trends 2025
In this video, our senior analyst explores the global ESG sukuk market, highlighting the recent market developments and share the ESG sukuk outlook for the rest of 2025. Here is Amjad Alkabra on ESG sukuk.
07Mar
2025
2025
Video
ֳ is the Market Leader in Islamic Finance
ֳ’s commitment to supporting Islamic capital market participants through ratings, research, and leadership has helped shape the Islamic Finance landscape for over a decade.
28Feb
2025
2025
Video
New US Tariffs to Fuel Commodity Market Volatility, Regional Disparities
Recently announced US tariffs on steel and aluminium imports will increase commodity price volatility and regional price disparities. Broader commodity markets may be affected by the economic consequences from the US tariffs on imports from China.
20Feb
2025
2025
Video
Private Credit Risk Not Systemic, Yet Structures, Asset Classes Evolving
Private credit is not currently a systemic risk, but evolving structures, new asset classes and growing interconnectedness require careful monitoring.
19Feb
2025
2025
Video
Tariff Moves Illustrate Risks from Aggressive US Trade Policy
The recently announced US tariffs on imports from Mexico, Canada and China highlight that the Trump administration will threaten, and may be willing to deploy, a much more aggressive trade policy than envisaged in ֳ’s baseline assumptions.
18Feb
2025
2025
Video
Credit Ratings 101 – Rating Scales
This video details the various rating products offered by ֳ, such as long-term and short-term ratings, local-currency and foreign-currency ratings, and recovery ratings. It also explains the distinctions between rating outlooks and watches.