Moody’s Talks – Behind the Bonds

Ukraine-Russia crisis hits array of companies globally; consumer products outlook moves to stable from positive

Episode Summary

Marina Albo of the Corporate Finance team explains that most companies’ direct exposure to Russia is low outside the energy sector, but indirect exposure – through energy and commodity costs and access – is widespread. Then Paolo Leschiutta outlines why operating profit growth is slowing for consumer products companies.

Episode Notes

Marina Albo of the Corporate Finance team explains that most companies’ direct exposure to Russia is low outside the energy sector, but indirect exposure – through energy and commodity costs and access – is widespread. Then Paolo Leschiutta outlines why operating profit growth is slowing for consumer products companies. 

Related content on Moodys.com (some content only available to registered users or subscribers): 

• Automotive – Global: Lowering global vehicle sales forecast on supply chain problems, Ukraine invasion
• Aerospace/Defense – Cross Region: Russia-Ukraine will lift defense spending but worsen cost and supply chain risks
• Oil & Gas – North America: Energy sector stands strong amid high volatility from Russian invasion of Ukraine
• Oil & Gas – Europe: Companies choose varying paths to disengage from Russia, creating varying risks
• Consumer Products – Global: Outlook turns stable as economy slows, uncertainty rises 
• Corporates – Global: Companies have limited direct exposure to Russia, indirect exposure is more significant