Moody’s Talks – The Big Picture

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Entering new markets offers Chinese EV makers considerable promise (and challenges)

Season 2 · Episode 44

Wednesday, August 28, 2024 • Duration 19:37

China has rapidly become the largest producer of electric vehicles (EV) globally, with a nearly 40% increase in sales volume last year. In this episode, Colin Ellis talks with our analyst Gerwin Ho about the drivers behind this growth, how a drive to boost scale amid intense domestic competition has prompted them to look elsewhere and the difficulties they will encounter in boosting exports and setting up overseas production.

Speaker: Gerwin Ho, VP-Senior Credit Officer, Corporate Finance Group at Moody's Ratings

Host: Colin Ellis, MD-Global Credit Strategist at Moody's Ratings

Related Research:

Auto and Auto Parts Manufacturers – China: Chinese EV makers will broaden expansion into emerging markets amid US, EU tariffs

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Geopolitics laid bare: a world of “wicked problems”

Season 2 · Episode 42

Monday, August 5, 2024 • Duration 24:36

With macroeconomic matters moderating, geopolitics has taken center stage with conflicts in the Middle East and elsewhere threatening the world order. In this episode, host Colin Ellis calls on NATO advisor and geopolitics expert Klaus Dodds to assess today’s political and environmental flash points. Dodds sees a “world full of wicked problems” and considers some pragmatic outcomes, including potential Ukrainian concessions to Russia.

Speaker: Klaus Dodds, Executive Dean and Professor of Geopolitics of the School of Life Sciences at Royal Holloway, University of London

Host: Colin Ellis, MD-Global Credit Strategist at Moody's Ratings

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Green technology and industry

Season 2 · Episode 33

Monday, April 15, 2024 • Duration 16:31

It’s a long way to global net zero emissions but some industrial efforts are getting traction. Proof-of-concept has been established in steelmaking, where hydrogen can help replace coal, and in aviation, where some planes are taking to the skies on biofuel. In this episode, we discuss the early stages of this transformation and what it will take to keep it going.

Speaker: Rebecca Karnovitz, Vice President, Senior Credit Officer – ESG Group, Moody’s Ratings

Host: Sarah Carlson, Senior Vice President – Sovereign Risk Group, Moody’s Ratings

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Semiconductors and geopolitics

Season 2 · Episode 32

Monday, March 25, 2024 • Duration 13:46

Computers are not just on your desk. They're in your phones, your cars, your microwave. Even washing machines are now computers. And the demand for the computer chips that these products use is an increasing focus not just for investors but also for governments globally. In this episode, we discuss how this intervention is impacting the big players and where the market is headed with our lead analyst for Nvidia and Intel, Raj Joshi.

Speaker: Raj Joshi, Senior Vice President at Moody's Ratings

Host: Colin Ellis, MD-Global Credit Strategist at Moody's Ratings

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Corporate default rate will ease in 2024 while remaining near its long-term average

Season 2 · Episode 31

Wednesday, March 13, 2024 • Duration 17:18

The rate will likely decline to 3.6% by the end of 2024, from a 5% peak in January, as central banks begin lowering policy rates.

Speakers: Sharon Ou, VP-Sr Credit Officer/Mgr/CSR

Host: Colin Ellis, MD-Global Credit Strategist

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Narrowing gender gaps in labour markets and on boards will strengthen credit quality

Season 2 · Episode 30

Monday, March 4, 2024 • Duration 15:47

Female labour participation rates have more than recovered losses sustained during the pandemic. The associated boost in economic activity and support to households is positive for a range of issuers.

Speakers: Dawn Holland, Director-Economic Research at Moody's Analytics; Ana Rayes, VP-Senior Analyst at Moody's Investors Service

Host: William Foster, Senior Vice President at Moody’s Investors Service

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Refinancing needs and valuation gaps increase risks for some European leveraged finance companies

Season 2 · Episode 29

Monday, February 26, 2024 • Duration 11:30

Around €300 billion of European spec-grade corporate debt needs refinancing by 2026, but uncertain market access, slower growth and higher interest rates increase risks for some lower rated entities.

Speaker: Martin Hallmark, Senior Vice President-CFG at Moody's Investors Service

Host: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service

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Unraveling the recent sovereign default wave

Season 2 · Episode 28

Monday, February 12, 2024 • Duration 13:52

Since 2020, there have been 20 sovereign defaults, surpassing the total in the entire previous decade. What factors led to this point, where are they concentrated and will they continue?

Speakers: William Foster, Senior Vice President at Moody’s Investors Service; David Rogovic, VP-Sr Credit Officer at Moody's Investors Service

Host: Sarah Carlson, Senior Vice President at Moody’s Investors Service

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Elections heighten risks for the green investment boom

Season 2 · Episode 27

Monday, January 29, 2024 • Duration 16:54

Strong policies, innovation and falling costs are set to propel green capital spending this year. However, a busy election calendar and slowing economic growth could temper that momentum.

Speaker: Rahul Ghosh, MD-Sustainable Finance at Moody's Investors Service

Host: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service

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Binance fine is a sign of tougher crypto market scrutiny

Season 2 · Episode 26

Friday, December 15, 2023 • Duration 16:29

A $4 billion fine for the cryptocurrency exchange Binance indicates greater regulatory focus that could bring more security and confidence to the crypto sector.

Speaker: Cristiano Ventricelli, VP-Senior Analyst/DFDA at Moody's Investors Service

Host: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service

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Moody’s Talks – The Big Picture – Details, episodes & analysis

Podcast details

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Moody’s Talks – The Big Picture – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other6

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other6