Monsur Hussain discusses what is driving innovation in credit, how the rise of private markets and growth in digital infrastructure financing are reshaping credit products, and how Fitch is positioned to rate these evolving structures.

Monsur Hussain explores the forces behind innovation in credit, including how new pools of capital and growth in private markets are driving more tailored credit solutions.

APAC insurers’ growing allocation to private credit is broadly manageable and supported by evidence that exposure remains modest and is typically governed by defined limits, diversification, and other prudent risk controls.

Middle East conflict is tightening APAC corporate credit, driving higher energy costs, supply-chain disruption and weaker demand visibility. China is a relative weak point, while India and Southeast Asia show stronger credit profiles.

Sabrin Chowdhury from BMI speaks on China’s dominance in global rare earths and implications on geopolitics and prices.

Islamic syndicated financing is set to gain further momentum through 2026 as issuers in core markets largely avoid public US dollar sukuk and bonds due to the Iran war.

The global sukuk market’s credit profile has so far been broadly resilient despite the US-Iran war, tighter financing conditions and macroeconomic volatilities.

Kevin Kendra, Managing Director and Head of North American RMBS, joins Susan Hosterman, Senior Director, and Peter Stavropoulos, Director, to discuss mortgage underwriting trends and Fitch’s new U.S. RMBS reports.

Erich Arispe Morales and Malgorzata Krzywicka examine how Hungary’s new government could affect fiscal policy, EU relations and growth, and what that could mean for the sovereign rating outlook amid public finances and macroeconomic pressures.

中东地缘冲突推高甲醇价格，预计中国煤制甲醇和北美气制甲醇生产商近期利润率将提升。