China Perspectives

By Fitch Ratings

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.... more

5

33 ratings

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FAQs about China Perspectives:

How many episodes does China Perspectives have?

The podcast currently has 46 episodes available.

China Perspectives episodes:

November 19, 2025Price 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
...more
15min
September 17, 2025China-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
...more
26min
July 30, 2025Regulatory 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
...more
18min
June 24, 2025Key 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
...more
12min
May 08, 2025Managing 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
...more
13min
April 03, 2025Impact 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
...more
14min
March 06, 2025China’s Tariff Challenges Rising Rapidly
Amid rapidly changing US trade policies, Fitch analysts, Alex Muscatelli and Janice Chong, discuss the macroeconomic and corporate level impacts on China from rising US tariffs.
(00:00) - Introduction
(02:10) - Fitch’s Tariff Baseline
(04:30) - Modeling the Economic Impact of Tariffs
(07:12) - China’s Trade Diversification
(08:55) - Tariffs and China’s Economic Outlook
(11:01) - Corporate Sector Tariff Exposures
(13:30) - Mexico Tariffs and Chinese Corporates
(14:55) - Steel, Aluminum and Auto Tariffs
(16:48) - Corporate Tariff Risk Management
(17:39) - Impact on Shifting Supply Chains
(18:45) - Conclusion
...more
20min
February 07, 2025China 2025 Credit Outlook
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
19min
January 07, 2025A Perspective on China’s 2025 Macro Outlook
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
(01:01) - Key Issues to Watch in 2025
(02:32) - US/China Trade War Prospects
(06:29) - Assessing China’s Resilience to Trade Tensions
(11:12) - Property Sector
(17:11) - Inflation/Deflation Outlook
(20:13) - Monetary Policy Response
(23:57) - Fiscal Policy Response
(28:27) - Government Bond Market Drivers
(33:39) - Conclusion
...more
35min
December 05, 2024China’s Solar PV Manufacturing Industry
Jing Yang, Director of Fitch Ratings, discusses key credit trends of China’s solar PV manufacturing industry.
(00:00) - Introduction
(00:46) - Current state of the industry and reason for oversupply
(04:37) - Stage of market re-balancing
(08:00) - Effectiveness of government response
(13:02) - Impact of Trump 2.0 tariff hikes
...more
19min

FAQs about China Perspectives:

How many episodes does China Perspectives have?

The podcast currently has 46 episodes available.

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