China Perspectives

Jeremy Zook and Ying Wang discuss China's 'new productive forces' strategy, focusing on EVs, AI, and robotics. They assess whether industrial upgrading can offset structural economic headwinds and support long-term growth.

• (00:00) - Introduction and overview of China’s “new productive forces”

Sabrin Chowdhury from BMI speaks on China’s dominance in global rare earths and implications on geopolitics and prices.

• (00:00) - Introduction of Sabrin and her rare earths coverage

This episode explores China’s economic linkages with Latin America (LatAm), with Fitch Ratings’ Todd Martinez and Janice Chong, and the implications of the resurgence of the US “Monroe Doctrine” on these economic ties and for Chinese corporates.

• (00:00) - Introduction

 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

Davis Sun, Senior Director at Fitch Ratings, provides a progress report on China’s debt substitution plan and its impact on local government vehicles (LGFVs) and finances, as well as an outlook for 2026 and beyond.

• (00:23) - Introduction

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

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

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

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

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