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Sector Comment - Europe, Middle East & Africa


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  DateDocument Type Title Issuer/Entity
20 Oct 2021 Sector Comment Banks – Kenya: Guidelines for managing climate-related risks are credit positive for Kenyan banks
20 Oct 2021 Sector Comment Banks – Ghana: National personal identification cards are credit positive for Ghana’s banks
19 Oct 2021 Sector Comment Banks - Russia: Russian banks benefit from increased card transactions during first-half 2021
19 Oct 2021 Sector Comment Automotive – Global: Lower volume on chip shortage; automaker margins stay high while suppliers suffer
14 Oct 2021 Sector Comment Tax Policy – Global: Global tax deal is credit negative for a few low-tax jurisdictions, positive implications will depend on implementation
12 Oct 2021 Sector Comment Financial Institutions – Global: More consistent and transparent ESG disclosures will improve the visibility of related credit risk
11 Oct 2021 Sector Comment Insurance – Global: Chubb's purchase of Cigna’s Asia A&H operations boosts market presence, but will reduce Cigna's earnings
08 Oct 2021 Sector Comment National Express Group PLC and Stagecoach Group Plc: Potential merger could be credit neutral for National Express, positive for Stagecoach
08 Oct 2021 Sector Comment Regional and Local Governments – Russia: Russian regions' revenue growth helps reduce debt burdens, a credit positive
07 Oct 2021 Sector Comment Unregulated electric and gas utilities – Europe: Higher energy prices raise affordability concerns and political risk
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