每日新闻更新-希腊评级上调 The Daily Update – Greek rating upgrade

上周五惠誉将希腊的主权信用评级上调一档,从B-调至B,前景展望积极。惠誉指出,它认为由于稳定的经济发展,希腊的一般政府债务可持续性已经得到改善,政治风险有所下降。经过此次上调,惠誉和标普的评级达成了一致。今年一月份标普将希腊的主权债务评级从B-上调至B。

本月早些时候,欧盟发布了地中海地区国家的发展前景展望报告,评级机构在此之后才上调了希腊主权信用评级。欧盟在题为《希腊经济再次实现增长》的报告中指出,希腊在2017年前三个季度GDP增长率为1.1%,预期2018和2019年的增长率将为2.5%。“这是自2008年以来希腊经济首次实现连续三个季度增长。未来几年在强劲的外部需求刺激下,净出口额将增加,这将成为2018年的主要增长途径,有助于重新调整经济,促进商业发展。”

老读者都知道,Stratton Street的债券团队经常撰写文章阐述我们为什么不投资(也从未投资国)希腊这样的国家。因为我们认为这些国家不是“健康的国家”:希腊庞大的净外债接近GDP的150%,在我们的Stratton Street净国外资产评级系统中仅得1星,比我们的临界投资线还低50%。因此,我们对希腊在目前或者可预期未来的观点不会改变。

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