China Perspectives

Fitch Ratings
  • 5.0 (3)
  • BUSINESS
  • UPDATED BIMONTHLY
China Perspectives Podcast

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’s Local Government and LGFV Debt Risk

    AUG 30

    China’s Local Government and LGFV Debt Risk

    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

    18 min
  2. China’s Housing Demand Forecast 2024 - 2040

    AUG 8

    China’s Housing Demand Forecast 2024 - 2040

    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’

    15 min
  3. China Mid-Year Credit Update

    JUL 3

    China Mid-Year Credit Update

    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

    14 min
  4. China’s Changing Role in Global Commodity Market

    MAY 27

    China’s Changing Role in Global Commodity Market

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

    12 min

  5. APR 25

    China’s Coal Mining Industry

    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

    9 min

  6. APR 2

    China-ASEAN Trade Trends

    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?

    27 min

  7. MAR 20

    China’s Big Four National Asset Management Companies

    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

    21 min

  8. FEB 6

    China’s 2024 Credit Outlook

    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

    21 min
See All (34)

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Ratings & Reviews

5
out of 5
3 Ratings

About

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.

Information

  • Creator
    Fitch Ratings
  • Years Active
    2021 - 2024
  • Episodes
    34
  • Rating
    Clean
  • Copyright
    © 2021 FitchGroup,Inc.

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