China Perspectives

Mar 05 2025 40 ep. 23 mins 23

China Perspectives Podcast artwork

China Perspectives series is a monthly discussion on the latest credit market and economic developments from China with experts from both within and outside of Fitch Ratings.

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China’s Tariff Challenges Rising Rapidly

Mar 05 2025 19 mins

Amid rapidly changing US trade policies, Fitch analysts, Alex Muscatelli and Janice Chong, discuss the macroeconomic and corporate level impacts on China from rising US tariffs.(00:00) - Introduction (02:10) - Fitch’s Tariff Baseline (04:30) - Modeling the Economic Impact of Tariffs (07:12) - China’s Trade Diversification (08:55) - Tariffs and China’s Economic Outlook (11:01)

China 2025 Credit Outlook

Feb 07 2025 18 mins

A fireside chat on Fitch’s 2025 credit outlook for China’s sovereign, corporate, local government and banking sectors with Jeremy Zook, Ying Wang, Samuel Kwok and Grace Wu.(00:00) - Introduction (00:47) - Macro and Sovereign Outlook (03:33) - Impact of US Tariffs on China Corporates (04:55) - Property sector outlook (05:53) - Impact of Policy Simulus on Corporates (07:10) - Loc

A Perspective on China’s 2025 Macro Outlook

Jan 07 2025 34 mins

Jinny Yan, Chief China Economist at ICBC Standard Bank, discusses her outlook for China’s economy in 2025 and the government’s policy measures and priorities, particularly its focus on de-risking, diversifying and enhancing domestic capacity.(00:00) - Introduction (01:01) - Key Issues to Watch in 2025 (02:32) - US/China Trade War Prospects (06:29) - Assessing China’s Resilie

China’s Solar PV Manufacturing Industry

Dec 05 2024 18 mins

Jing Yang, Director of Fitch Ratings, discusses key credit trends of China’s solar PV manufacturing industry. (00:00) - Introduction (00:46) - Current state of the industry and reason for oversupply (04:37) - Stage of market re-balancing (08:00) - Effectiveness of government response (13:02) - Impact of Trump 2.0 tariff hikes

Will China’s Stepped-Up Stimulus Push Off Deflationary Risks?

Oct 23 2024 32 mins

David Wang, Professor at the Virginia Tech Dept. of Economics and former Credit Suisse Head of APAC (ex-Japan)Economics, joins us to discuss deflationary risks in the Chinese economy and whether the recent policy stimulus can address these pressures.(00:00) - Introduction (01:31) - China’s Economic Prospects (05:10) - Drivers of deflationary pressures (08:37) - Expectations for h

Recent Trends in China’s Banking Sector

Oct 02 2024 16 mins

Elaine Xu, Director in Fitch’s Financial Institutions team, provides an update on how Chinese banks are managing the challenges from economic headwinds, the property correction, and LGFV debt renegotiations.(00:00) - Introduction (01:38) - Recent trends in bank performance (05:06) - Property sector stress impact on banks (07:26) - Banks role in property policy response (09:26) -

China’s Local Government and LGFV Debt Risk

Aug 30 2024 17 mins

Samuel Kwok, Head of Fitch’s APAC International Public Finance shares his views on China’s local government and LGFV debt problem.(01:21) - 1H24 local governments’ fiscal trends (04:02) - Expect marginal improvement in 2H24 (05:30) - Effect of measures to de-risk twelve “high-risk” provinces (08:22) - LGFVs’ onshore bond yields at record low (11:28) - Introduction of to

China’s Housing Demand Forecast 2024 - 2040

Aug 08 2024 15 mins

Shuncheng Zhang, Associate Director of Fitch’s China Corporates Team based in Shanghai, shares China’s housing demand forecast from 2024 to 2040.(00:00) - Introduction (01:05) - 2024-2040 Housing Demand (03:43) - New Private Home Supply (06:08) - Overview of Forecast Model (09:13) - Factors Leading to Demand Plunge (12:47) - Public and Secondary Housing Supply (13:58) - Fitch�

China Mid-Year Credit Update

Jul 02 2024 14 mins

Lan Wang, Senior Director in Fitch’s Credit Policy Group, joins for a wide-ranging discussion on China credit developments, including recent rating actions, growth prospects, property and banking sector outlooks, and recent EU tariffs on Chinese EVs.(00:00) - Introduction (00:55) - China Sovereign Rating Action (01:48) - Rating actions in other Chinese entities (04:40) - 2024 Mac

China’s Changing Role in Global Commodity Market

May 26 2024 12 mins

Henry Hao, Principal Economist at CRU, discusses structural shifts of China’s role in the global commodity market.