China Perspectives

China 2025 Credit Outlook

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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

    • ...more
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