China Perspectives

China 2026 Credit Outlook


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 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
  • ...more
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