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REDD Talks - Cancelling out the Noise

Written by: REDD Intelligence
  • Summary

  • Join us on REDD Talks Podcasts: REDD's new series of interviews and roundtables with Emerging Market experts around the globe. REDD's most recent project aims to reduce the market's noise - while increasing the volume on subjects that matter. About REDD Intelligence: REDD is a leading provider of news and intelligence on emerging market corporates as well as select sovereign and quasi-sovereigns. REDD provides global investors with access to proprietary forward-looking news and research reports on over 1,400 Emerging Markets names covering catalysts like potential M&A, equity and debt issuance, spin-offs, regulatory and legal risks, shareholder/creditor activism and financial distress. REDD clients include all top global investment banks as well as many of largest hedge funds, pension funds and other institutional asset managers active in the space.

    REDD Intelligence 2021
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Episodes
  • Outlook for Asia credit markets in 2023
    Feb 28 2023

    REDD Intelligence Asia Managing Editor Eveline Danubrata discusses the trends in China, Southeast Asia and India with three distinguished speakers: Tiffany Wong, Managing Director at Alvarez & Marsal; Jacqueline Chan, Partner at Milbank; and Suharsh Sinha, Partner at AZB & Partners.

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    29 mins
  • Pemex, Petrobras, and Ecopetrol’s financing outlook in 2023: a conversation with Moody's
    Feb 28 2023

    In this REDD Talks podcast, Moody's senior VP Nymia Almeida shares her thoughts on Latam's national oil companies as oil prices decrease from 2022 highs. Pemex's debt burden and coming bond maturities put pressure on the company, and also on Mexico to show its full support. AMLO's energy policy hasn't improved Pemex finances, despite copious cash transfers. Meanwhile, peers Petrobras and Ecopetrol are in better shape and making efforts to improve environmental standards. But 2023 also brings challenges to operators, mainly due to new federal administrations.

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    27 mins
  • Mexico's non-bank lenders fell from darlings to default
    Dec 5 2022

    In this REDD Talks - Cancelling the Noise episode, REDD’s Latam Managing Editor Maria Fernanda Blaser and Head of Mexico Xochitl Herrera take a deep dive into the rise and fall of Mexican non-bank lenders. Once some of the favourites of foreign investors with billions of dollars in bonds, those companies were financing the growth of their portfolios but showing very little concern to accounting requirements.

    With the onset of the COVID-19 pandemic, accounting issues were exacerbated, and investors were then asking what was the real liquidity position of the non-bank lenders. The downfall of those companies started when Alpha Credit announced it was reinstating results of three years. Shortly after, it filed for Chapter 11 in the US and for concurso mercantil in Mexico. Alpha was followed by Credito Real, which couldn’t refinance a CHF 170m bond and then Unifin, which blamed its default on the lack of financing for the sector. Unifin and Credito Real are restructuring and this saga is still far away from ending.

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    13 mins

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