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China Perspectives episodes
- China’s Changing Role in Global Commodity Market
Henry Hao, Principal Economist at CRU, discusses structural shifts of China’s role in the global commodity market.
13 min - China’s Coal Mining Industry
Wei Yu, Director of Fitch Ratings, discusses key credit trends of China’s coal mining industry.
- (00:00) - Introduction
- (00:34) - View on coal prices
- (02:00) - Debt reduction
- (03:21) - Financial burden and structural challenges
- (06:10) - Financing conditions
- (07:23) - Energy transition risks
10 min - China-ASEAN Trade Trends
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
- (04:43) - China-ASEAN Trade Trends
- (07:02) - Impact of RCEP
- (09:34) - Trade Policy Outlook
- (13:50) - China’s View of ASEAN Trade Relationship
- (16:26) - China’s Bilateral Surplus with ASEAN
- (19:43) - Shifting Supply Chains and Navigating US-China Trade Tensions
- (24:17) - How is China Protecting its ASEAN Trade Relationship from US-China Trade Tensions?
27 min - China’s Big Four National Asset Management Companies
Katie Chen, Senior Director of Fitch Ratings, discusses key credit trends of China’s Big Four national asset management companies.
- (00:00) - Introduction
- (01:30) - National AMCs' evolving risks
- (04:35) - 2024 sector credit outlook
- (06:49) - Government support stance
- (10:08) - Differentiation in government export
- (11:37) - National AMCs' policy role
- (14:06) - Change of ownership
- (16:44) - Rating action plan
21 min - China’s 2024 Credit Outlook
Jeremy Zook and Ying Wang, co-hosts of China Perspectives podcast, hold a fireside chat about China’s 2024 credit outlook.
- (00:00) - Introduction
- (00:45) - 2024 macro view
- (02:53) - Property sector outlook
- (04:29) - Policy response
- (07:17) - Infrastructure investment growth
- (08:41) - Sovereign rating pressure
- (11:10) - LGFV sector outlook
- (13:31) - Corporate sector outlook
- (16:21) - Banking sector outlook
- (19:11) - Key things to watch out for
22 min - Chinese Corporates’ Role in Global Supply Chain Diversification
Flora Zhu, Director in Fitch’s Corporate Research team in Beijing discusses shifting FDI and trade patterns by Chinese corporates in the context of global supply chain diversification.
- (00:00) - Introduction
- (01:49) - Drivers of Outbound FDI
- (03:48) - Key FDI Destinations
- (06:04) - Sectors Driving Outbound FDI
- (08:39) - Outlook for Outbound FDI
- (10:29) - China’s Shifting Trade Patterns
- (12:53) - Intermediate Goods Exports
- (14:36) - Outlook for Chinese Firms’ Role in Global Supply Chains
- (16:52) - Geopolitical Risks
- (20:09) - Rating Implications for Chinese Corporates
- (22:25) - Conclusion
24 min - Can China’s Property Market be Revived?
Tyran Kam, Senior Director and Head of Fitch’s China Property team based in Hong Kong, shares outlook on the Chinese property market.
- (00:00) - Introduction
- (00:47) - Current market state
- (04:04) - Comparison of China’s and Japan’s property markets
- (08:24) - Further policy move
- (09:26) - Who are the surviving developers
- (12:15) - Private developers’ financing access
- (13:50) - Defaulted developers’ debt restructuring
17 min - China ESG Update: Green Bond and Carbon Markets
Jingwei Jia, Associate Director at Sustainable Fitch, discusses the latest developments in China’s rapidly evolving onshore green bond market and the impact of the EU’s Carbon Border Adjustment Mechanism on China’s national carbon market.
- (00:00) - Introduction
- (01:42) - Overview of Sustainable Fitch
- (02:53) - Developments in China’s Green Bond Market
- (07:33) - Green Bond Market Performance and the “Greenium”
- (09:26) - Key Investor Concerns for Green Bonds
- (12:54) - China’s Carbon Market after the EU Carbon Border Adjustment Mechanism
- (17:07) - Other Domestic Carbon Market Developments
- (20:27) - Conclusion
22 min - China Perspectives Welcomes a New Host
Jeremy Zook, Fitch Ratings’ lead sovereign analyst for China, is joining China Perspectives as a co-host. Prior to this role, he was the lead analyst for several countries in APAC. Jeremy’s first show is coming up soon. Stay tuned.
1 min - Chinese Construction Companies’ Business Transformation
Charles Zhang, Director of Fitch’s China industrial corporates team, shares his insights on the risks and opportunities for Chinese construction companies amid the country’s economic slowdown, including structural challenges and transition plans.
- (00:00) - Introduction
- (01:05) - Credit outlook on China’s construction sector
- (06:21) - Growth opportunities from infrastructure projects
- (09:39) - Construction companies’ transition strategy
- (13:00) - Long-term structural challenges
- (18:34) - Overseas opportunities
- (23:35) - Closing
25 min
About China Perspectives
From the publisher's feed
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.
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