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

Jing Yang, Director of Fitch Ratings, discusses key credit trends of China’s solar PV manufacturing industry.  

• (00:00) - Introduction

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

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

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

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

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

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

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

• (00:00) - Introduction

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