Fitch: EMEA Transport Infrastructure Sees Moderate Traffic Recovery
We expect moderate traffic growth across Fitch's EMEA toll road and airport portfolios. Some of the assets that were exposed to weakened economies, such as Spain and Portugal, are rebounding, while others, including Italy, are stabilising. We remain cautious about cargo volume growth for 2016, amid sluggish year to date world export volumes.
Following the outcome of the EU referendum in UK, the near-term market volatility could delay issuers' plans to tap capital markets. Brexit could also delay the financial recovery of some European airlines, as lower profitability could offset gains from low fuel prices.
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