A two-week US-Iran ceasefire is contingent on the Strait of Hormuz reopening, but disruptions to supply chains, energy markets, oil prices and various sectors remain risks to credit quality.
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Technology, logistics and travel services are emerging as key growth engines for Chinese companies as they harness AI to customize offerings, improve quality and reduce costs.
China’s move up the manufacturing value chain together with persistently high energy costs and a strong euro are already squeezing margins in Europe’s energy-intensive and mid-technology sectors.
Intensifying competition from imports is compressing margins and slowing industry upgrading, with uneven but rising credit risks across sectors and countries.
Moody’s highlights 10 major forces that provide a clearer view of the pressures redefining loss patterns, coverage needs, and long‑term resilience not only for insurers, but for the businesses and communities they serve.
Local currency depreciation, driven partly by the Middle East conflict, strains companies with earnings and debt-currency mismatches. But most retain buffers, limiting broad credit deterioration.
For the region’s manufacturers, especially in Brazil and Argentina, rising import competition from Chinese goods and the concentration of low-value commodity exports to China are growing risks.
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