China Perspectives

Fitch Ratings
  • 5.0 (6)
  • 商業
  • 每兩個月更新

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.

  1. China 2026 Credit Outlook

    4日前

    China 2026 Credit Outlook

    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

    21 分鐘
  2. An Update on China’s LGFV Debt Substitution Programme

    18/12/2025

    An Update on China’s LGFV Debt Substitution Programme

    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

    26 分鐘
  3. Price Wars in China’s Food Delivery and Instant Retail

    19/11/2025

    Price Wars in China’s Food Delivery and Instant Retail

    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

    15 分鐘
  4. China-ASEAN Trade Flows Amid Global Trade Policy Uncertainty

    17/09/2025

    China-ASEAN Trade Flows Amid Global Trade Policy Uncertainty

    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

    25 分鐘
  5. Regulatory Reforms of China AMCs

    30/07/2025

    Regulatory Reforms of China AMCs

    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

    18 分鐘
  6. Key Credit Themes in China’s Power Generation Sector

    24/06/2025

    Key Credit Themes in China’s Power Generation Sector

    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

    12 分鐘
  7. Managing Risks from LGFVs and Local Government Debt Outlook

    08/05/2025

    Managing Risks from LGFVs and Local Government Debt Outlook

    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

    12 分鐘
  8. Impact of US Tariffs on China's Commodity Sectors

    03/04/2025

    Impact of US Tariffs on China's Commodity Sectors

    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

    13 分鐘
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關於

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.

資料

  • 創作者
    Fitch Ratings
  • 活躍年份
    2021年 - 2026年
  • 單集
    48
  • 分級
    兒童適宜
  • 版權
    © 2021 FitchGroup,Inc.