2022
Oct 27
Video
惠誉聚焦中国 - 美国生物制造计划对中国制药合同研发生产企业的影响有限
美国政府旨在促进本土生物制药业发展的新政令不太可能影响多数中国领先医药合同研发生产组织（CDMO）企业的信用状况，因为这些企业的生物医药外包服务业务占比有限。不过，惠誉评级认为在美国对外资收购本土医药企业的审查日趋苛刻的大背景下，中国CDMO企业在美国的扩张或会面临更高的监管门槛。
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2025
Jul 11
Brazil’s Data Center Industry to Benefit from Policy Support
The Brazilian government’s new policy proposals could boost the country’s attractiveness for hyperscalers looking to establish data centers in Latin America and accelerate the development of Brazil’s nascent data center industry.
Políticas Públicas Devem Beneficiar Indústria Brasileira de Data Centers
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Jul 09
Cyber Attack Credit Risk Reduced by Operational Resiliency, Vigilance
Recent cyberattacks on U.S. insurers, U.K. retailers and an Asian airport highlight the growing threat of cyber risk across all industries and regions, but prioritizing cyber resiliency can reduce the negative credit impact of these.
Higher NATO Pledge Compounds Europe’s Fiscal Consolidation Challenges
NATO members’ pledge to increase defence spending to 5% of GDP by 2035 underscores how geopolitics is compounding European sovereigns’ fiscal challenges.
Jul 07
Global Economic Outlook – Better, But Not Good
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Trade War, Policy Uncertainty Undermine 2025 Global Credit Outlook
The mid-year review of Fitch’s 2025 sector and structured finance asset performance outlooks revealed a material deterioration in our expectations for key sectoral credit drivers since the beginning of 2025.
Jun 30
Global Port Sector Mid-Year Outlook Deteriorating in NA/EMEA; Neutral in LatAm/APAC
Fitch has adjusted its mid-year outlook for the port sectors in North America and EMEA to ‘deteriorating’ due to higher vulnerability to tariff-induced pressures, while APAC and Latin American port sectors maintain a ‘neutral’ outlook.
Jun 26
Ratings of Asian Government-Related Entities Benefit More from State Support
Fitch Ratings’ Global Government-Related Entities (GRE) Data Comparator shows Asian entities receive stronger government support, decision-making control, and oversight than global peers.
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Global Corporates at Mid-Year - Sector Outlooks Deteriorates on Tariffs Pressure
The credit outlook for global corporates has worsened in 2025, with 14 sectors and sub-sectors deteriorating at mid-year vs. 5 at end-2024. Justin Patrie and Carla Taylor, Head of Research for the Americas, discuss the drivers and implications.
Global Sovereigns Outlook Revised to Deteriorating on Tariffs, Uncertainty
Fitch has revised the 2025 global sovereigns outlook to ‘deteriorating’ from ‘neutral’, reflecting the increase in tariffs and policy uncertainty, which will weaken the global growth outlook and heighten the risk of more testing financing conditions.
