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Mar 6, 2025 19 min

China’s Tariff Challenges Rising Rapidly

from China Perspectives Hosted by Fitch Ratings

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

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China’s Tariff Challenges Rising Rapidly

0:00 19:49

Chapters

  1. 0:00 Introduction
  2. 2:10 Fitch’s Tariff Baseline
  3. 4:30 Modeling the Economic Impact of Tariffs
  4. 7:12 China’s Trade Diversification
  5. 8:55 Tariffs and China’s Economic Outlook
  6. 11:01 Corporate Sector Tariff Exposures
  7. 13:30 Mexico Tariffs and Chinese Corporates
  8. 14:55 Steel, Aluminum and Auto Tariffs
  9. 16:48 Corporate Tariff Risk Management
  10. 17:39 Impact on Shifting Supply Chains
  11. 18:45 Conclusion

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This episode was published on March 6, 2025.

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