2024
Aug 26
Video
惠誉聚焦中国 - 电气化进程支撑中国电力需求;可再生能源装机仍强劲
由于电气化程度不断加深,2024年上半年,中国电力需求同比增长8.1%,超过同期为5%的GDP增速。受能源转型相关的制造业以及电动汽车、充电和数据中心等下游行业强劲增长的支撑,电气化进程或将继续支撑电力需求。与此同时,新能源装机新增保持强劲,截至2024年上半年末,太阳能和风电装机容量之和首次超过煤电。
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Apr 10
Japan’s Major Insurers Well-Prepared for New Regulatory Regime
Fitch expects Japan’s major domestic insurers to maintain sufficiently strong economic solvency ratios (ESRs) under J-ICS, the new economic value-based capital regime implemented at end-March 2026.
Apr 08
Geopolitics, Credit Performance, and Emerging Themes in Asia
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Apr 07
AI Capex, Monetization, and What It Means for Credit
Justin Patrie, Alen Lin and Alex Bumazhny examine recent developments around AI’s credit implications, including whether data center and compute capex is supported by future monetization and where overinvestment and disruption risks may emerge.
Apr 06
US Public Finance Charter School Rating Criteria
This video outlines Fitch’s charter school rating criteria, including rating drivers, weighted sub-factors, governance, leverage, and bondholder protections—improving transparency and comparability across the charter school sector.
Mar 30
Iran Conflict Raises Risks to Developed Markets’ Growth and Fiscal Outlooks
A prolonged Middle East conflict could create new credit challenges for developed market (DM) sovereigns in Europe and Asia, primarily through higher energy and borrowing costs, rising inflation and weaker economic growth.
Mar 26
Prolonged Iran Conflict to Ripple Through Corporate Sectors
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The IFS ratings of the Fitch-rated major Asia-Pacific (APAC) life insurers’ (ex. Japan) are underpinned by capital strength and company profile.
Mar 23
China-US Strategic Competition in Latin America
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Mar 20
Fitch Ratings – Corporate and Infrastructure Rating Agency of Choice in Australia
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Mar 18
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Fitch expects the Indian renewable capex to accelerate over the medium term supported by the government’s capacity addition targets.