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Wells Fargo forecasts sovereign credit rating shifts for emerging markets

Published 06/17/2024, 04:22 PM

Investing.com - Analysts from Wells Fargo (NYSE:WFC) have updated their sovereign credit ratings framework, providing insights into potential credit rating alterations for several emerging market sovereigns in the forthcoming quarters.

Their predictive model, which they believe is more forward-looking compared to major credit assessment agencies, indicates potential negative rating actions for Latin American countries such as Chile, Colombia, and Mexico in the coming year.

The report further suggests that China, a significantly influential player in the global economy, might face a downgrade in its credit rating. This potential adjustment could have substantial ripple effects on the global economy.

On a more optimistic note, despite the unexpected outcome in the recent elections, India is projected to receive a rating upgrade. Wells Fargo analysts maintain their confidence in the South Asian nation, citing its strong growth profile, commitment to reform, and ability to maintain fiscal stability as key factors for this potential upgrade.

In assessing sovereign credit ratings, Wells Fargo employs a robust framework that takes into account a wide range of indicators such as economic strength, financial resources, political risk, institutional strength, and the composition of sovereign debt profile. This comprehensive creditworthiness analysis provides a snapshot of domestic credit conditions and identifies potential shifts in investment grade status.

While their methodology shares similarities with rating agencies like Moody's (NYSE:MCO) and S&P Global (NYSE:SPGI) Ratings, Wells Fargo also incorporates discretionary judgment, especially in areas where data may not have fully caught up to recent economic or political changes. This forward-looking approach ensures a dynamic, constantly evolving assessment of potential future economic performance.

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