US Credit Rating
Is India’s credit rating lower than it should be? Here’s a four-point agenda to send it on an upward path
An in-depth study of what global rating agencies examine in their assessment could guide an approach to debt management that would help deliver upgrades over time. This matters—a better rating would help lower the cost of capital in India.
6 min read12 Aug 2026Madan Sabnavis: Why corporate borrowers need to track credit default swap rates
A CDS is a form of insurance that covers defaults. Swap rates increasingly determine the capital costs of companies by offering a market view of risks—an assessment that includes agency ratings but goes well beyond that.
4 min read14 Sep 2025The US doesn’t have a perfect credit rating anymore. Investors shouldn’t worry yet.
While the impact of the downgrade on bond markets aren’t clear yet, investors may not yet have to worry about major near-term impacts to U.S. equities or Treasury yields, money managers told Barron’s.
3 min read18 May 2025Moody’s cuts US’ triple-A credit rating by one notch citing rising debt; changes outlook to ‘stable’
Moody's said the fiscal proposals under consideration were unlikely to lead to a sustained, multi-year reduction in deficits, and it estimated the federal debt burden would rise to about 134% of GDP by 2035, compared with 98% in 2024.
1 min read17 May 2025Why everyone wants to lend to weak companies
An unanticipated side-effect of Donald Trump’s election victory
2 min read29 Nov 2024When will global credit rating agencies get their assessments of India right?
While the onus of reducing India’s fiscal deficit and relieving us of our heavy sovereign debt burden is on the government, the country’s impressively growing PPP-adjusted GDP per capita gets overlooked by rating agencies—although it’s relevant to our credit-worthiness.
4 min read3 Nov 2024Wait for it…
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