Sign up to save your podcasts
Or
Share China Perspectives
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
China Perspectives episodes
- China’s Electric Vehicles Boom
Jing Yang, Director of Fitch’s China Research Initiatives based in Shanghai, shares insight on China’s booming electric vehicles industry and Chinese automakers’ overseas diversification trends.
- (00:00) - Introduction
- (01:18) - Growth drivers of China’s EV Market
- (05:45) - EV price wars
- (07:59) - Chinese EV brands’ competitive edge
- (09:53) - Can foreign and JV brands catch up?
- (11:02) - Evolving competitive landscape
- (14:00) - China’s EV exports
- (16:10) - Risks of Chinese automakers’ overseas strategy
20 min - An Industry Veteran’s Perspective on China’s Real Estate Market and Economy
James MacDonald, Senior Director and Head of China Research at Savills based in Shanghai, shares first-hand experience and observations on the country’s residential, commercial, and industrial real estate markets. Through his professional lens as an 18-year industry veteran, James discusses the key structural changes in China’s real estate market and the broader economy.
- (00:00) - Introduction
- (02:00) - China’s residential market condition
- (03:27) - Policy direction and stimuluses
- (07:15) - China’s commercial property market condition
- (10:42) - Oversupply risk in commercial property
- (14:00) - Investment trends in the office market
- (16:22) - Multinational companies’ China strategy shift
- (20:36) - China’s consumer market outlook
- (23:01) - “New Economy” real estate assets
- (25:48) - Growth potential for C-REITs
- (30:20) - Closing Remarks
32 min - China’s Economy and Bond Market
Alvin Cheng, Head of Fixed Income, Portfolio Manager at Fidelity International’s China WOFE, shares his views on China’s economic prospects in 2023 as well as risks and opportunities in the world’s second largest bond market.
- (00:00) - Introduction
- (01:38) - China’s macroeconomic outlook and key investment themes in 2023
- (04:05) - Potential risks to China’s recovery
- (06:09) - Deflation and inflation risks
- (09:25) - China’s bond market opportunities for foreign asset managers
- (14:55) - Challenges for increasing credit exposure
- (19:18) - Improvement in credit risk pricing
- (21:49) - Market inefficiencies and structural challenges
- (23:34) - Fidelity’s approach to investing in LGFVs
- (27:48) - Corporate credit risk in 2023
- (29:55) - Closing remarks
32 min - China’s Consumption Recovery Prospects
Jenny Huang, Deputy Head of China Research Initiatives at Fitch Ratings, shares her views on China’s consumption recovery prospects, including stimulus for growth, constraints, consumer behaviour changes, and implications for related companies.
- (00:00) - Introduction
- (01:15) - China’s consumption recovery prospects
- (06:45) - Wage inflation risk
- (08:34) - Sub-segments’ performance
- (14:11) - Changing consumer behaviour
- (16:52) - E-tailing sector’s competitive landscape
- (20:35) - Consumption-led import demand
23 min - China’s Post-Pandemic Economic Recovery
Gene Ma, Head of China Research at the Institute of International Finance, shares his views on China’s 2023 macro outlook, including prospects for growth, consumption, inflation, and the top priorities for economic policymakers this year.
32 min - China’s Long-Term Growth ProspectsDominik Peschel, head of the Economics Unit at the Asian Development Bank’s Resident Mission in Beijing, discusses the bank’s recent working paper on China’s long-term growth prospects and their suggested reforms to increase potential growth.34 min
- Macao Gaming – An Elusive RecoveryColin Mansfield, Sector Head for US Gaming, Lodging & Leisure at Fitch Ratings, positions Macao’s elusive gaming recovery within a broader global industry backdrop, and sheds light on the recent tenders for Macao’s new gaming concessions.38 min
- China Macro Update – Property, Jobs, and COVIDDan Wang, chief economist at Hang Seng Bank China, gives her latest views on the Chinese economy, with a focus on the property and labour markets, as well as the ongoing macro spillovers from the “zero Covid” policy.31 min
- How Does the Chinese Government Decide Whether to Support Firms in Distress?Jenny Huang, a senior director leading Fitch Ratings’ China corporate research team, discusses the key motivations and methods the Chinese authorities employ to support companies in financial distress, drawing from recent case studies.26 min
- How is the Omicron Outbreak and War in Ukraine Impacting China’s Economy and Policy Outlook?Long Chen, co-founder and partner at Plenum, weighs in on the “dynamic zero Covid” debate and shares his views on how the Omicron outbreak and global spillovers from the war in Ukraine are impacting China’s economy and policy outlook.31 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.
More shows like China Perspectives
Exchanges
964 Listeners
The Markets
84 Listeners