How can government bond yields stay high while corporate credit spreads remain tight? Ning Loh, Managing Director, Global Head of Credit Strategy at Moody’s Ratings, examines what this tension says about funding conditions and the widening divide between stronger and weaker borrowers.

Where is AI-led growth strengthening credit, and where are higher rates and fiscal pressures exposing vulnerabilities? Eastspring Investments and Moody’s Ratings examine how AI demand, higher rates and fiscal pressures are producing different credit outcomes across Asia.

Is Asian credit reviving, or is funding simply shifting into local currencies and private markets? Robeco, Danantara Indonesia, Standard Chartered Bank and Moody’s Ratings examine investor scrutiny, funding diversification and regional credit resilience.

Can Asia fund the AI infrastructure buildout while maintaining a strong credit case? AirTrunk, Barclays and Moody’s Ratings examine contract quality, counterparty risk and funding diversification in data center finance.

Can technology-led growth offset weak domestic demand and a prolonged property adjustment? Morgan Stanley and Moody’s Ratings examine how deflation, policy priorities and AI investment are shaping China’s credit backdrop.

Can hyperscalers sustain rising AI investment before monetization becomes clearer? PIMCO, J.P. Morgan and Moody’s Ratings examine how spending, monetization and funding choices are shaping hyperscaler credit quality.

Which companies are best positioned as supply chains regionalize and China’s growth model shifts? HSBC, Ping An of China Asset Management and Moody’s Ratings examine how diversification and capital allocation shape corporate credit resilience.