China Perspectives

China’s Tariff Challenges Rising Rapidly

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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
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