2025
May 06
Video
惠誉聚焦中国 - 中国房地产市场近期数据优于预测；可持续性仍不确定
惠誉评级认为，尽管全国新建商品住宅市场于近期有所回暖，但该市场或面临人口结构变化、未售库存高企和购房者住房支付能力较低等结构性痼疾所带来的持续性挑战。一线城市住宅销售复苏初现，但可持续性仍有待观察。此外，惠誉预期首批专项债资金可能主要用于从城投及国有地产企业回购土地，短期内对民营房企资产负债表的潜在正面影响可能有限。
More from Video
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
As políticas propostas pelo governo para o setor de data centers podem atrair grandes empresas de tecnologia (hyperscalers), que buscam se estabelecer na América Latina e acelerar o avanço de um setor incipiente no país.
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
Brian Coulton, Chief Economist, and Ed Parker, Sovereigns Managing Director, discuss Fitch’s mid-year Global Economic Outlook, focusing on global growth forecast updates since April and how tariffs are driving key changes to projections.
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.
Jun 25
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.
