Recent U.S. actions in Venezuela may support oil production in the country and benefit U.S. E&P firms if they result in policy shifts that enable increased foreign participation in the sector, but this would likely require major investment and time.

Fitch Ratings’ ‘neutral’ outlook on APAC corporates reflects expectations of broadly stable key credit drivers in most sectors and markets, amid risks from geopolitics and weaker consumer demand.

Fitch Ratings’ 2026 sector outlooks for APAC banks are broadly neutral across both developed and emerging markets.

Davis Sun, Senior Director at Fitch Ratings, provides a progress report on China’s debt substitution plan and its impact on local government vehicles (LGFVs) and finances, as well as an outlook for 2026 and beyond.

Join RMBS heads Kevin Kendra, Alessandro Pighi, and Ben McCarthy as they discuss the Global Housing and Mortgage Outlook for 2026, covering home price growth, performance risks, and key market trends.

The ‘neutral’ 2026 outlook for global sovereigns reflects broadly flat world GDP growth, reduced uncertainty over US tariffs and lower policy rates. But structural shifts in trade, technology, geopolitics and financial markets represent risks.

Brian Coulton and Ed Parker discuss Fitch’s Global Economic Outlook, reviewing where the world economy stands at the close of 2025 and key trends for 2026, from AI-driven investment and resilient U.S. equities to China’s sharp investment slowdown.

中国五家全球系统重要性银行（G-SIBs）预计将于2028年1月前满足最低总损失吸收能力（TLAC）要求。

China’s five global systemically important banks (G-SIBs) are set to meet the minimum total loss-absorbing capacity (TLAC) requirements by January 2028.

Political flare-ups will remain a credit risk for some APAC emerging market sovereigns in 2026, following significant unrest this year in Indonesia, the Maldives, Mongolia, Nepal and the Philippines.