The global south does not need a new credit rating system
Reliable data and better investor relations offer a more promising path to reducing capital costs
Related reading
There is method in the market’s madness
But it relies on a host of rosy assumptions going in investors’ favour
We must be mindful of the risks of private credit
The sector remains untested in a severe or prolonged economic downturn
Short rates have overshot
Plus the social media lawsuits
Separating the signal from the noise in private credit
What matters most is how capital was deployed and underwritten
The US decoupling from the global gloom has limits
Total economic and financial insulation is an impossibility
What to do when the ‘public good’ of information goes bad
The creation and dissemination of reliable news is at an economic disadvantage