China Perspectives

China-US Strategic Competition in Latin America

Fitch Ratings — Mon, 23 Mar 2026 01:28:58 -0700

This episode explores China’s economic linkages with Latin America (LatAm), with Fitch Ratings’ Todd Martinez and Janice Chong, and the implications of the resurgence of the US “Monroe Doctrine” on these economic ties and for Chinese corporates.

(00:00) - Introduction

(01:44) - Overview of China’s Economic Ties with LatAm

(05:34) - Outlook for the LatAm-China Trade Relationship

(09:05) - LatAm’s Response to Surging Chinese Imports

(12:53) - Risks to Chinese Corporates from Tariffs

(13:52) - Chinese FDI into LatAm

(16:55) - Key FDI Sectors for Chinese Firms in LatAm

(18:42) - Geopolitical Risks to Chinese Firms’ LatAm Investments

(20:10) - Opportunities and Risks for LatAm from US-China Competition

(23:37) - Conclusion

China 2026 Credit Outlook

Fitch Ratings — Wed, 11 Feb 2026 03:24:27 -0800

A fireside chat on Fitch’s 2026 credit outlook for China’s sovereign, corporate, local government and banking sectors with Jeremy Zook, Ying Wang, Samuel Kwok and Grace Wu.

(01:05) - Macro outlook

(06:05) - Deteriorating China property outlook

(06:58) - Neutral China LGFV outlook

(09:52) - China banks’ strategy amid deteriorating outlook

(11:32) - Anti-involution campaign

(13:41) - Local governments’ spending

(16:20) - China banks’ asset quality

(18:13) - China’s sovereign rating headroom

An Update on China’s LGFV Debt Substitution Programme

Fitch Ratings — Thu, 18 Dec 2025 14:36:36 -0800

Davis Sun, Senior Director at Fitch Ratings, provides a progress report on China’s debt substitution plan and its impact on local government vehicles (LGFVs) and finances, as well as an outlook for 2026 and beyond.

(00:23) - Introduction

(01:50) - Recent LGFV Sector Developments

(05:40) - Progress of the Debt Substitution Programme

(09:45) - LGFV Financial Health Amid Debt Substitution

(13:17) - Fiscal Impact of Debt Substitution on Local Governments

(16:00) - Lingering LGFV Debt Risks

(20:34) - Local Government Infrastructure Spending

(22:53) - 2026 Local Government Fiscal Outlook

(25:08) - Conclusion

Price Wars in China’s Food Delivery and Instant Retail

Fitch Ratings — Wed, 19 Nov 2025 07:16:39 -0800

Fitch analysts discuss intensifying competition between Meituan and Alibaba in China’s food delivery and instant retail business.

(00:22) - Introduction to instant retail in China
(01:19) - Competitive landscape and on-going price war
(02:54) - Meituan's strategy to defend market leadership
(05:18) - Alibaba's challenges and opportunities
(07:02) - Meituan's rating outlook change
(09:38) - Alibaba's profitability and free cash flow
(11:00) - How the price war could end

China-ASEAN Trade Flows Amid Global Trade Policy Uncertainty

Fitch Ratings — Tue, 16 Sep 2025 23:04:46 -0700

Chris Clague, an Associate Fellow at the IISS and an independent advisor on trade and supply chains, discusses recent trends in China-ASEAN trade and investment flows, and how they may be affected by US President Trump’s tariff policies.

(00:00) - Introduction
(02:04) - Overview of China/ASEAN trade and investment
(06:26) - Transshipments
(09:57) - Transshipment tariffs effect on China’s investment
(12:54) - China+1 strategy
(14:58) - Top destinations and sectors for Chinese investment
(17:35) - China’s role in global supply chains
(20:37) - How will ASEAN manage a surge in imports from China?
(24:13) - Conclusion

Regulatory Reforms of China AMCs

Fitch Ratings — Wed, 30 Jul 2025 04:11:54 -0700

Katie Chen, Senior Director at Fitch Ratings, and Franco Lam , Director, share their insights on the recent regulatory reforms in China’s AMC sector.

(00:48) - Recent regulatory reform and impact
(03:49) - Opportunities and challenges for AMCs
(07:01) - What investors should watch out for
(09:30) - Improvement in China AMCs’ capital buffer
(11:32) - China AMCs’ ownership changes
(13:54) - Rating actions on China AMCs

Key Credit Themes in China’s Power Generation Sector

Fitch Ratings — Tue, 24 Jun 2025 08:12:54 -0700

This episode explores key changes and credit trends in China’s power sector, including renewables growth and market reforms. Insights from Penny Chen, Senior Director, Fitch Ratings, reveal what lies ahead for major power generators.

(00:00) - Introduction
(00:45) - Key Changes in China’s Power Sector
(03:17) - Key Credit Themes for Power Generators
(06:16) - Credit Outlook on China’s Power Sector
(08:45) - China’s Modern Power System
(11:11) - Conclusion

Managing Risks from LGFVs and Local Government Debt Outlook

Fitch Ratings — Thu, 08 May 2025 00:00:19 -0700

Harry Hu, Senior Director at Fitch Ratings, discusses China's recent efforts to manage LGFV risks, including LGFV reclassification and debt substitution plans, along with local government debt trends.

(00:00) - Introduction
(01:30) - LGFV Debt Control Measures
(03:07) - LGFV Reclassification
(04:59) - LGFV Debt Substitution Plan
(06:55) - Outlook for Special Purpose Bonds
(09:34) - Local Government Interest Burdens
(11:14) - Conclusion

Impact of US Tariffs on China's Commodity Sectors

Fitch Ratings — Thu, 03 Apr 2025 08:11:24 -0700

Laura Zhai, Senior Director at Fitch Ratings, discusses the impact of US tariff hikes on China's commodity sectors.

(00:00) - Introduction
(00:41) - Impact on aluminum and copper
(04:43) - Impact on steel
(07:33) - Impact on chemicals
(10:28) - China’s energy import cost

China’s Tariff Challenges Rising Rapidly

Fitch Ratings — Wed, 05 Mar 2025 23:47:23 -0800

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) - Corporate Sector Tariff Exposures
(13:30) - Mexico Tariffs and Chinese Corporates
(14:55) - Steel, Aluminum and Auto Tariffs
(16:48) - Corporate Tariff Risk Management
(17:39) - Impact on Shifting Supply Chains
(18:45) - Conclusion

China 2025 Credit Outlook

Fitch Ratings — Fri, 07 Feb 2025 09:30:00 -0800

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) - Local Government Finance Outlook

(08:36) - Hidden Debt Substitution Policy

(10:40) - LGFV Sector Risks

(12:40) - Impact of Rate Cuts on Banks

(15:24) - Asset Quality Outlook

(17:21) - Conclusion

A Perspective on China’s 2025 Macro Outlook

Fitch Ratings — Tue, 07 Jan 2025 01:34:41 -0800

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 Resilience to Trade Tensions
(11:12) - Property Sector
(17:11) - Inflation/Deflation Outlook
(20:13) - Monetary Policy Response
(23:57) - Fiscal Policy Response
(28:27) - Government Bond Market Drivers
(33:39) - Conclusion

China’s Solar PV Manufacturing Industry

Fitch Ratings — Thu, 05 Dec 2024 07:39:19 -0800

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?

Fitch Ratings — Wed, 23 Oct 2024 02:41:16 -0700

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 household confidence
(11:11) - New productive forces and labour productivity
(15:46) - Assessment of Recent Policy Actions
(17:37) - Fiscal Support and Consumption Policies
(26:16) - Risks of a deflationary spiral
(29:09) - High Leverage and deflation
(32:12) - Outro

Recent Trends in China’s Banking Sector

Fitch Ratings — Wed, 02 Oct 2024 03:00:08 -0700

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) - LGFV exposures and debt renegotiations
(11:16) - Impact of LGFV debt renegotiations
(13:01) - Risks for small regional banks
(14:33) - Banks increased policy role and its impact
(15:40) - Conclusion

China’s Local Government and LGFV Debt Risk

Fitch Ratings — Fri, 30 Aug 2024 00:13:41 -0700

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 top three credit themes
(12:25) - Potential impact of reform measures pledged by Third Plenum
(14:21) - The second credit theme on social housing investment
(15:17) - The third credit theme on LGFV debt restrictions
(16:32) - Maintain a neutral credit outlook

China’s Housing Demand Forecast 2024 - 2040

Fitch Ratings — Thu, 08 Aug 2024 02:18:20 -0700

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’s Forecast vs. Others’

China Mid-Year Credit Update

Fitch Ratings — Tue, 02 Jul 2024 20:32:21 -0700

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 Macro Outlook for China
(06:12) - Property Sector Prospects
(08:42) - Banking Sector Outlook
(10:58) - EU tariffs on Chinese EVs

China’s Changing Role in Global Commodity Market

Fitch Ratings — Sun, 26 May 2024 20:42:45 -0700

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

China’s Coal Mining Industry

Fitch Ratings — Thu, 25 Apr 2024 07:34:13 -0700

Wei Yu, Director of Fitch Ratings, discusses key credit trends of China’s coal mining industry.

(00:00) - Introduction
(00:34) - View on coal prices
(02:00) - Debt reduction
(03:21) - Financial burden and structural challenges
(06:10) - Financing conditions
(07:23) - Energy transition risks

China-ASEAN Trade Trends

Fitch Ratings — Tue, 02 Apr 2024 02:38:17 -0700

Dr. Deborah Elms, Head of Trade Policy at the Hinrich Foundation, discusses China-ASEAN trade ties focusing on key policy issues, supply chain diversification trends, and the outlook for the trade relationship amid rising geopolitical risks.

(00:00) - Introduction
(04:43) - China-ASEAN Trade Trends
(07:02) - Impact of RCEP
(09:34) - Trade Policy Outlook
(13:50) - China’s View of ASEAN Trade Relationship
(16:26) - China’s Bilateral Surplus with ASEAN
(19:43) - Shifting Supply Chains and Navigating US-China Trade Tensions
(24:17) - How is China Protecting its ASEAN Trade Relationship from US-China Trade Tensions?

China’s Big Four National Asset Management Companies

Fitch Ratings — Tue, 19 Mar 2024 20:46:43 -0700

Katie Chen, Senior Director of Fitch Ratings, discusses key credit trends of China’s Big Four national asset management companies.

(00:00) - Introduction
(01:30) - National AMCs' evolving risks
(04:35) - 2024 sector credit outlook
(06:49) - Government support stance
(10:08) - Differentiation in government export
(11:37) - National AMCs' policy role
(14:06) - Change of ownership
(16:44) - Rating action plan

China’s 2024 Credit Outlook

Fitch Ratings — Tue, 06 Feb 2024 01:41:06 -0800

Jeremy Zook and Ying Wang, co-hosts of China Perspectives podcast, hold a fireside chat about China’s 2024 credit outlook.

(00:00) - Introduction
(00:45) - 2024 macro view
(02:53) - Property sector outlook
(04:29) - Policy response
(07:17) - Infrastructure investment growth
(08:41) - Sovereign rating pressure
(11:10) - LGFV sector outlook
(13:31) - Corporate sector outlook
(16:21) - Banking sector outlook
(19:11) - Key things to watch out for

Chinese Corporates’ Role in Global Supply Chain Diversification

Fitch Ratings — Thu, 21 Dec 2023 04:57:13 -0800

Flora Zhu, Director in Fitch’s Corporate Research team in Beijing discusses shifting FDI and trade patterns by Chinese corporates in the context of global supply chain diversification.

(00:00) - Introduction
(01:49) - Drivers of Outbound FDI
(03:48) - Key FDI Destinations
(06:04) - Sectors Driving Outbound FDI
(08:39) - Outlook for Outbound FDI
(10:29) - China’s Shifting Trade Patterns
(12:53) - Intermediate Goods Exports
(14:36) - Outlook for Chinese Firms’ Role in Global Supply Chains
(16:52) - Geopolitical Risks
(20:09) - Rating Implications for Chinese Corporates
(22:25) - Conclusion

Can China’s Property Market be Revived?

Fitch Ratings — Thu, 23 Nov 2023 00:20:10 -0800

Tyran Kam, Senior Director and Head of Fitch’s China Property team based in Hong Kong, shares outlook on the Chinese property market.

(00:00) - Introduction
(00:47) - Current market state
(04:04) - Comparison of China’s and Japan’s property markets
(08:24) - Further policy move
(09:26) - Who are the surviving developers
(12:15) - Private developers’ financing access
(13:50) - Defaulted developers’ debt restructuring

China ESG Update: Green Bond and Carbon Markets

Fitch Ratings — Wed, 01 Nov 2023 07:38:37 -0700

Jingwei Jia, Associate Director at Sustainable Fitch, discusses the latest developments in China’s rapidly evolving onshore green bond market and the impact of the EU’s Carbon Border Adjustment Mechanism on China’s national carbon market.

(00:00) - Introduction
(01:42) - Overview of Sustainable Fitch
(02:53) - Developments in China’s Green Bond Market
(07:33) - Green Bond Market Performance and the “Greenium”
(09:26) - Key Investor Concerns for Green Bonds
(12:54) - China’s Carbon Market after the EU Carbon Border Adjustment Mechanism
(17:07) - Other Domestic Carbon Market Developments
(20:27) - Conclusion

China Perspectives Welcomes a New Host

Fitch Ratings — Tue, 17 Oct 2023 21:01:18 -0700

Jeremy Zook, Fitch Ratings’ lead sovereign analyst for China, is joining China Perspectives as a co-host. Prior to this role, he was the lead analyst for several countries in APAC. Jeremy’s first show is coming up soon. Stay tuned.

Chinese Construction Companies’ Business Transformation

Fitch Ratings — Thu, 28 Sep 2023 01:08:43 -0700

Charles Zhang, Director of Fitch’s China industrial corporates team, shares his insights on the risks and opportunities for Chinese construction companies amid the country’s economic slowdown, including structural challenges and transition plans.

(00:00) - Introduction
(01:05) - Credit outlook on China’s construction sector
(06:21) - Growth opportunities from infrastructure projects
(09:39) - Construction companies’ transition strategy
(13:00) - Long-term structural challenges
(18:34) - Overseas opportunities
(23:35) - Closing

China’s Electric Vehicles Boom

Fitch Ratings — Tue, 01 Aug 2023 01:45:20 -0700

Jing Yang, Director of Fitch’s China Research Initiatives based in Shanghai, shares insight on China’s booming electric vehicles industry and Chinese automakers’ overseas diversification trends.

(00:00) - Introduction
(01:18) - Growth drivers of China’s EV Market
(05:45) - EV price wars
(07:59) - Chinese EV brands’ competitive edge
(09:53) - Can foreign and JV brands catch up?
(11:02) - Evolving competitive landscape
(14:00) - China’s EV exports
(16:10) - Risks of Chinese automakers’ overseas strategy

An Industry Veteran’s Perspective on China’s Real Estate Market and Economy

Fitch Ratings — Thu, 29 Jun 2023 20:45:58 -0700

James MacDonald, Senior Director and Head of China Research at Savills based in Shanghai, shares first-hand experience and observations on the country’s residential, commercial, and industrial real estate markets. Through his professional lens as an 18-year industry veteran, James discusses the key structural changes in China’s real estate market and the broader economy.

(00:00) - Introduction
(02:00) - China’s residential market condition
(03:27) - Policy direction and stimuluses
(07:15) - China’s commercial property market condition
(10:42) - Oversupply risk in commercial property
(14:00) - Investment trends in the office market
(16:22) - Multinational companies’ China strategy shift
(20:36) - China’s consumer market outlook
(23:01) - “New Economy” real estate assets
(25:48) - Growth potential for C-REITs
(30:20) - Closing Remarks

China’s Economy and Bond Market

Fitch Ratings — Mon, 08 May 2023 02:55:43 -0700

Alvin Cheng, Head of Fixed Income, Portfolio Manager at Fidelity International’s China WOFE, shares his views on China’s economic prospects in 2023 as well as risks and opportunities in the world’s second largest bond market.

(00:00) - Introduction
(01:38) - China’s macroeconomic outlook and key investment themes in 2023
(04:05) - Potential risks to China’s recovery
(06:09) - Deflation and inflation risks
(09:25) - China’s bond market opportunities for foreign asset managers
(14:55) - Challenges for increasing credit exposure
(19:18) - Improvement in credit risk pricing
(21:49) - Market inefficiencies and structural challenges
(23:34) - Fidelity’s approach to investing in LGFVs
(27:48) - Corporate credit risk in 2023
(29:55) - Closing remarks

China’s Consumption Recovery Prospects

Fitch Ratings — Thu, 30 Mar 2023 00:35:17 -0700

Jenny Huang, Deputy Head of China Research Initiatives at Fitch Ratings, shares her views on China’s consumption recovery prospects, including stimulus for growth, constraints, consumer behaviour changes, and implications for related companies.

(00:00) - Introduction
(01:15) - China’s consumption recovery prospects
(06:45) - Wage inflation risk
(08:34) - Sub-segments’ performance
(14:11) - Changing consumer behaviour
(16:52) - E-tailing sector’s competitive landscape
(20:35) - Consumption-led import demand

China’s Post-Pandemic Economic Recovery

Fitch Ratings — Mon, 13 Mar 2023 00:08:30 -0700

Gene Ma, Head of China Research at the Institute of International Finance, shares his views on China’s 2023 macro outlook, including prospects for growth, consumption, inflation, and the top priorities for economic policymakers this year.

China’s Long-Term Growth Prospects

Fitch Ratings — Tue, 31 Jan 2023 00:10:50 -0800

Dominik Peschel, head of the Economics Unit at the Asian Development Bank’s Resident Mission in Beijing, discusses the bank’s recent working paper on China’s long-term growth prospects and their suggested reforms to increase potential growth.

Macao Gaming – An Elusive Recovery

Fitch Ratings — Thu, 29 Sep 2022 05:00:50 -0700

Colin Mansfield, Sector Head for US Gaming, Lodging & Leisure at Fitch Ratings, positions Macao’s elusive gaming recovery within a broader global industry backdrop, and sheds light on the recent tenders for Macao’s new gaming concessions.

China Macro Update – Property, Jobs, and COVID

Fitch Ratings — Fri, 26 Aug 2022 00:26:57 -0700

Dan Wang, chief economist at Hang Seng Bank China, gives her latest views on the Chinese economy, with a focus on the property and labour markets, as well as the ongoing macro spillovers from the “zero Covid” policy.

How Does the Chinese Government Decide Whether to Support Firms in Distress?

Fitch Ratings — Thu, 28 Jul 2022 17:57:42 -0700

Jenny Huang, a senior director leading Fitch Ratings’ China corporate research team, discusses the key motivations and methods the Chinese authorities employ to support companies in financial distress, drawing from recent case studies.

How is the Omicron Outbreak and War in Ukraine Impacting China’s Economy and Policy Outlook?

Fitch Ratings — Thu, 28 Apr 2022 10:19:01 -0700

Long Chen, co-founder and partner at Plenum, weighs in on the “dynamic zero Covid” debate and shares his views on how the Omicron outbreak and global spillovers from the war in Ukraine are impacting China’s economy and policy outlook.

A Farewell Conversation with Tara Joseph, President of the American Chamber of Commerce in Hong Kong

Fitch Ratings — Mon, 28 Mar 2022 10:56:38 -0700

Tara Joseph, President of the American Chamber of Commerce in Hong Kong, shares some parting reflections on Hong Kong’s evolving business climate, rule of law, Sino-US tensions, and the future of the territory as a global financial hub.

What's Next for China's Beleaguered Property Developers?

Fitch Ratings — Sun, 06 Mar 2022 18:07:54 -0800

Adrian Cheng, Fitch Ratings’ Co-Head of Greater China Property, shares his latest thoughts on China’s residential sales and construction trends, and highlights the continued funding and liquidity challenges faced by the nation’s developers.

A Conversation with the Honourable Paul Chan, Financial Secretary of Hong Kong SAR

Fitch Ratings — Thu, 27 Jan 2022 08:45:40 -0800

The Honourable Paul Chan Mo-po, Financial Secretary of the Hong Kong Special Administrative Region discusses fiscal policy, housing, geopolitics, and his near-term outlook for the economy and cross-border travel amid a recent omicron outbreak.

Are Chinese Banks Becoming Safer?

Fitch Ratings — Mon, 08 Nov 2021 06:02:10 -0800

Grace Wu, Fitch’s Head of Greater China Banks, discusses the impact of China’s ongoing property sector stress on the financial system, and gives her top-down view on how the balance of financial risks stands today compared with several years ago.

Is China Facing a Property Bubble?

Fitch Ratings — Thu, 07 Oct 2021 20:41:31 -0700

Jonathan Anderson, co-founder of Emerging Advisors Group, discusses the importance of the property sector to China’s economy, whether the nation is facing a property “bubble”, and potential lessons from the ongoing China Evergrande saga.

Financing China’s SMEs with Charles Li

Fitch Ratings — Thu, 26 Aug 2021 02:39:57 -0700

Charles Li, former Chief Executive of HKEX, discusses the importance of SMEs to China’s economy, how to enhance their access to financing, and the nation’s evolving regulatory environment in the context of his new venture, Micro Connect.

The Birth and Growth of Bond Connect

Fitch Ratings — Sun, 01 Aug 2021 17:49:36 -0700

Julien Martin, General Manager for Bond Connect, offers insights into China’s onshore bond market trends, the trajectory of capital market reforms, and the origins and key innovations behind the Bond Connect scheme.

A Discussion with the World Bank

Fitch Ratings — Tue, 13 Jul 2021 06:06:03 -0700

Sebastian Eckardt, the World Bank’s Lead Economist for China, Mongolia, and Korea, discusses the bank’s latest China Economic Update, with insights into the growth and inflation outlook, financial risks, income inequality, and poverty alleviation.

China’s Decarbonization Ambitions

Fitch Ratings — Mon, 31 May 2021 02:19:46 -0700

In our second episode, Mervyn Tang, Fitch’s Global Head of ESG Research, discusses electric vehicles, the new national emission trading scheme, and the potential credit implications of China’s evolving environmental policy landscape.

Chinese Corporate Defaults

Fitch Ratings — Fri, 30 Apr 2021 01:49:05 -0700

In the inaugural episode, Ying Wang, Head of Fitch’s APAC Energy & Utilities Group and Fitch’s China Research Initiative, discusses China’s onshore bond market, the latest wave of SOE defaults, and what to expect in 2021 and beyond.

Fitch Presents "China Perspectives"

Fitch Ratings — Sat, 27 Mar 2021 20:33:38 -0700

Join Ying Wang, Fitch’s Head of China Research Initiative and APAC Energy & Utilities Group, on China Perspectives, when she speaks to experts both within and outside of Fitch Ratings on the latest credit market and economic developments from China.