If you ask me why Central Banks are increasing their scrutiny of Private Credit: "They fear that the vulnerabilities which are accumulating across interconnected lending and investment markets,...
Trends in Credit Climate by Country Articles
Moody’s and Allvue: A New Window into Private Credit Risk
The information industry is beginning to address one of private credit's most significant weaknesses: the lack of independently comparable information on deteriorating borrowers. On October 1, 2026,...
Private Credit: The Debate Moves from Confidence to Credit Quality
Trouble Deepens - Optimists Still Push Back Several months ago, the central question surrounding private credit was whether investors would maintain confidence in an asset class experiencing an...
China’s Digital IOU Reform: Restoring Transparency to Commercial Credit Risk
China's latest reforms of the digital accounts receivable certificates (应收账款凭证) (IOUs*) market have been widely reported as an effort to protect small and medium-sized enterprises (SMEs) from unfair...
Private Credit: From Growth Story to Confidence Test
Approximately a year ago, the debate surrounding private credit was relatively straightforward. It appeared that the golden age of private credit would continue. But suddenly private credit was...
China’s Rating Reckoning: What a Well-Functioning Market Would Have Asked Sooner
Executive Summary China’s credit rating crisis is not simply the result of inflated grades—it reflects a deeper failure of market discipline. In a well-functioning market, persistent clustering of...
Rubix Data Sciences Report: “The West Asia Conflict and its Impact on the Indian Economy
The latest report from Rubix Data Sciences, in collaboration with Vayana TradeXchange, provides a timely and well-structured assessment of how instability in West Asia is feeding directly into...
Private Credit: From Golden Age to Public Reckoning
According to latest media reports Private Credit is now facing what can best be described as a public reckoning. Perhaps even more ominous is the indication of changing market dynamics with the...
Private Credit: A Market Facing Its First Real Stress Test
Warnings about private credit have intensified in recent weeks, but the debate remains unsettled. Some observers have begun to describe the situation in dramatic terms. However there are hardly any...








