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Mar 30, 2023 22 min

China’s Consumption Recovery Prospects

from China Perspectives Hosted by Fitch Ratings

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

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China’s Consumption Recovery Prospects

0:00 22:38

Chapters

  1. 0:00 Introduction
  2. 1:15 China’s consumption recovery prospects
  3. 6:45 Wage inflation risk
  4. 8:34 Sub-segments’ performance
  5. 14:11 Changing consumer behaviour
  6. 16:52 E-tailing sector’s competitive landscape
  7. 20:35 Consumption-led import demand

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This episode is 22 minutes long.

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This episode was published on March 30, 2023.

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