U.S. bank M&A will be pressured by tougher merger oversight, especially for banks with more than $50 billion of total assets.

Join ABS analysts Todd Swanson, Director, and Nicholas Eklund, Associate Director, for a look into performance trends in the subprime auto ABS space, including some unique post-pandemic drivers and how they may impact performance going forward.

Wei Yu, Director of Fitch Ratings, discusses key credit trends of China’s coal mining industry.

Fitch believes upside potential for Korea’s assigned bank OE score is limited in the near term by several challenges, including fallout from the recent property market downturn and intensified social and regulatory pressures on banks.

China’s revised auto loan rules are likely to support car sales this year, especially for lower-priced, new energy vehicle (NEV) models, but could raise credit risks for some sectors.

Thomas Rookmaaker, Head of APAC Sovereigns, and Krisjanis Krustins, Primary Analyst on Pakistan discuss the results of Pakistan’s recent elections, their implications for IMF talks, and the country’s reform potential and funding prospects.

Private credit origination will increase in 2024, driven by the stabilization of rates, but elevated rates will continue to pressure debt service coverage, which is expected to lead to higher credit losses.

惠誉在三月份下调了2024年全年中国新房销售预测，预计2024年中国全国新建商品住宅销售额将下滑5%-10%。楼市复苏放缓或对地方政府、银行和资产管理公司产生更广泛的影响。

Gulf Cooperation Council (GCC) banks’ US dollar debt issuance experienced one of its strongest quarters ever in 1Q24 with issuance already exceeding the full-year 2023 total, and annual issuance in 2024 and 2025 could exceed the 2020 record.

Indian banks' profitability is likely to continue to improve, although net interest margin (NIM) compression will limit earnings upside over the medium term.