China Perspectives

China’s 2024 Credit Outlook

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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
    • ...more
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