2025
Nov 17
Video
Federal Funding Cuts Push More Fiscal Risk to State, Local Governments
Price wars in China’s food delivery and instant retail
Fitch analysts discuss intensifying competition between Meituan and Alibaba in China’s food delivery and instant retail business.
Nov 16
Fitch’s Market Leaders Video Series – episode 1: Nissan Motor Ivan Espinosa | Highlights version
Nissan Motor CEO Ivan Espinosa joins Fitch’s host Mark Oline for an executive discussion on leadership, navigating tariffs and cycles, the Re:Nissan plan, EV strategy, China go-to-market, and Nissan’s adoption of AI in design and development.
Fitch’s Market Leaders Video Series – episode 1: Nissan Motor Ivan Espinosa | Full version
Episode 1 features Nissan Motor CEO Ivan Espinosa in a candid discussion with Fitch’s Mark Oline on global strategy, cost transformation, EV/hybrid shifts, China go-to-market, AI-driven development, and Nissan’s accelerated product rollout.
Nov 14
Interactivo Comparativo de Fondos de Deuda–América Latina
El Comparativo de Fondos de Deuda para América Latina es un panel interactivo que compara fondos calificados por Fitch y compara sus atributos de crédito de cartera, de mercado y de riesgo de liquidez con sus grupos pares calificados.
Nov 13
Australian Mortgages Differ from US and Europe Due to Flexible Design
Australian residential mortgage products exhibit a unique blend of borrower flexibility, lender pricing strategies and regulatory frameworks that distinguishes them from their US and European counterparts.
Nov 12
Argentina Mid-Terms - Credit Outlook and Reform Risks
Shelly Shetty and Todd Martinez analyze Argentina’s mid-term elections, what Milei’s stronger legislative backing means for reforms, and the lingering risks around reserves and external liquidity.
Nov 04
Rapid US Non-Bank Loan Growth Raises Risk of Wider Losses for Banks
US regional banks’ recent losses tied to non-bank financial institutions (NBFIs) may signal broader risk from this fast-growing loan segment.
Oct 30
Developed Market Sovereigns Face Rising Exposure to Bond Market Shock
Rapidly rising developed market sovereign debt and higher refinancing costs are intensifying medium-term debt sustainability challenges.
Fiscal Challenges for Western European Sovereigns
James Longsdon, Head of Global Sovereigns and Supranationals, and Federico Barriga Salazar, Head of Western European Sovereign Ratings, discuss Western Europe’s fiscal divergence, recent upgrades and downgrades, and Fitch’s deficit outlook.
