-- 惠譽評級在近期發布的報告中指出，中東局勢將透過油價上漲、航運和供應鏈中斷、需求疲軟以及週期性復甦延遲等方式衝擊亞太地區的眾多企業產業。 該評級機構表示，即使戰爭提前結束，由於市場需要時間恢復正常，對經濟和商業的影響仍可能持續到2026年下半年。 惠譽也指出，該地區的企業還面臨其他影響信用評級的因素，例如地緣政治緊張局勢、制裁和關稅不確定性。 同時，惠譽表示，該地區各經濟體的成長情況不盡相同。中國國內需求下降、價格競爭持續、產能過剩等問題對消費品、工業、建材及汽車業的企業構成壓力。 該評級機構指出，印度和一些東南亞國家擁有穩健的國內成長和基礎設施支出，以及強勁的家庭消費，這些因素支撐了與當地需求密切相關的行業的信貸走勢。 惠譽仍然認為，該地區發行人的 EBITDA 利潤率將保持強勁，並整體上超過 15%，從而支持自由現金流的改善。
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