November 18, 2019 (5.27mins)
Mickey Chadha and Christina Boni from the US Retail team discuss what drove our industry outlook change to stable from positive. Challenges include an extremely competitive environment, where retailers are investing heavily in e-commerce while contending with operating margin pressures. Pricing remains aggressively competitive as retailers use extremely promotional tactics to fight for market share.
October 22nd 2019 (7.03mins)
Nidhi Dhruv and Laura Acres of the Corporates team discuss the payments that telcos make to their governments through dividends and spectrum auctions.
October 9, 2019 (6.10mins)
Brendan Sheehan from the Governance group and Lesley Ritter of the Cyber Risk team discuss the varying levels of transparency in cyber corporate disclosures across high risk sectors
September 5th, 2019 (5.26mins)
Sandra Veseli and Richard Morawetz EMEA companies’ cash reserves exceeded a trillion dollars for the first time largely driven by the top 10 cash holders. Saudi Aramco enters to take the leading position, also pushing the energy sector further into the lead. Slowing growth in Europe could limit cash generation for some but companies are expected to counter the impact on overall cash holdings and liquidity, if needed, over the medium term.
August 29th 2019 (6.03mins)
Franco Leung and Kaven Tsang of the Corporates team discuss the effects of a hypothetical renminbi depreciation scenario on rated high-yield Chinese property developers.
August 9th, 2019 (9.02mins)
Marianna Waltz and Carolina Chimenti from the Corporate Finance team discuss corporate credit trends through mid-to-late 2020 and beyond for Latin America’s five biggest economies: Argentina, Brazil, Chile, Mexico and Peru.
June 27th 2019 (7.16 mins)
In this podcast, Singapore-based Corporate Finance Vice-President Senior Analyst Nidhi Dhruv and Associate Managing Director Ian Lewis discuss the status of 5G mobile technology in the Asia Pacific and the challenges surrounding the implementation of 5G technology and monetization of investments.
June 13th 2019 (4.45mins)
In this edition of Moody's Talks, Sandra Veseli, Managing Director, and Richard Morawetz, Senior Credit Officer in the Corporate Finance team discuss the liquidity of non-financial companies in EMEA. They cover key themes from the latest EMEA non-financial corporates annual liquidity assessment.