The Credit Edge by Bloomberg Intelligence

Adani has solved some liquidity problems but it’s not out of the woods. The crisis-ridden Indian conglomerate still needs to regain the trust of investors and has long-term issues with transparency. In this episode of the Credit Edge Podcast, Bloomberg News senior editor James Crombie is joined by Divya Patil, who covers credit markets from Mumbai, and Bloomberg Intelligence analyst Cecilia Chan, who takes a look at retailers and casinos to gauge China’s reopening -- a key to the global economic outlook.See omnystudio.com/listener for privacy information.

Evergrande’s struggle to restructure billions of dollars in debt has significant implications for credit markets and the clock is ticking. The embattled Chinese property developer has about $290 billion in liabilities and faces a March 20 court hearing on a winding-up petition. In this episode of the Credit Edge Podcast, Bloomberg News senior editor James Crombie is joined by Alice Huang, who covers China’s credit markets for Bloomberg News from Hong Kong, for an in-depth discussion. Meanwhile in India, Bloomberg Intelligence analyst Mary Ellen Olson assesses the risks for Vedanta Resources, which is running into liquidity problems.See omnystudio.com/listener for privacy information.

The largest buyout financing ever arranged by private credit firms may be in the works -- Apollo Global Management and HPS Investment Partners are among lenders that have offered to help provide a record $5.5 billion loan supporting the buyout of health-care technology company Cotiviti. In this episode of the Credit Edge Podcast, Bloomberg News reporter Jill Shah is joined by private credit reporter David Brooke to talk about the $1.4 trillion private credit market and the increasing role in M&A financing. Bloomberg Intelligence’s Stephen Flynn also provides an update on some of the names in the telecommunications and media sector, including the pending merger of Rogers Communications and Shaw Communications, the deteriorating outlook for Lumen Technologies and potential catalysts for Disney’s credit profile.See omnystudio.com/listener for privacy information.

The rally across risk assets was perhaps felt the most in a corner of the structured credit market, agency backed mortgages. In this episode, Bloomberg News reporter Carmen Arroyo looks at why the bonds had the best start of the year ever, while Mike Holland of Bloomberg Intelligence digs deeper into the healthcare sector.See omnystudio.com/listener for privacy information.

Borrowers and investors in the $1.4 trillion leveraged loan market are battling over the looming switch to SOFR from Libor, with buyers complaining that they don’t have a say on the new rates being applied. In this episode of the Credit Edge Podcast, Bloomberg News senior editor James Crombie is joined by leveraged finance reporter Paula Seligson to detail what the switch means. Bloomberg Intelligence analyst Jaimin Patel also provides a status update on the Latin America energy sector.See omnystudio.com/listener for privacy information.

Retail companies are tumbling into bankruptcy as consumers pull back, pressured by inflation, and debt costs soar. In this episode, Bloomberg News team leader Claire Boston weighs the outlook for US retailers, while Arnold Kakuda of Bloomberg Intelligence takes a deep dive into the banking sector.See omnystudio.com/listener for privacy information.

Buyers of repackaged loans are fighting to stop Libor transition costing them millions of dollars, while Twitter has some hefty debt payments due. In this episode, Bloomberg News reporter Paula Seligson digs into the biggest credit stories of the week, while Robert Schiffman of Bloomberg Intelligence takes a deep dive into the technology sector.See omnystudio.com/listener for privacy information.

Junk-rated companies rushed to sell bonds at the start of the year as risk assets rallied. In this episode, Bloomberg News reporter Olivia Raimonde looks at the opportunity for borrowers and the risks to investors as the economy slows, while Stephen Flynn of Bloomberg Intelligence digs into the communications sector.See omnystudio.com/listener for privacy information.