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China Perspectives

by Fitch Ratings

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.

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Episodes

  1. APAC Data Centres: AI Demand, Power, and Credit Risks

    AI and digitalisation are driving rapid data-centre investment across APAC. In this first episode of APAC CreditCast, we discuss demand, power and grid constraints, project execution, financing, and the key credit risks shaping the sector. (00:00) - Introduction: APAC’s Data-Centre Growth Story...

  2. China’s Next Growth Engine: EVs, AI, and Robotics?

    Jeremy Zook and Ying Wang discuss China's 'new productive forces' strategy, focusing on EVs, AI, and robotics. They assess whether industrial upgrading can offset structural economic headwinds and support long-term growth. (00:00) - Introduction and overview of China’s “new productive forces”...

  3. China’s Dominance in Global Rare Earths

    Sabrin Chowdhury from BMI speaks on China’s dominance in global rare earths and implications on geopolitics and prices. (00:00) - Introduction of Sabrin and her rare earths coverage (01:27) - Why China dominates global rare earths supply chain (03:31) - China’s dependence on Myanmar for heavy…

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  4. China-US Strategic Competition in Latin America

    This episode explores China’s economic linkages with Latin America (LatAm), with Fitch Ratings’ Todd Martinez and Janice Chong, and the implications of the resurgence of the US “Monroe Doctrine” on these economic ties and for Chinese corporates. (00:00) - Introduction (01:44) - Overview of…

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  5. China 2026 Credit Outlook

    A fireside chat on Fitch’s 2026 credit outlook for China’s sovereign, corporate, local government and banking sectors with Jeremy Zook, Ying Wang, Samuel Kwok and Grace Wu. (01:05) - Macro outlook (06:05) - Deteriorating China property outlook (06:58) - Neutral China LGFV outlook (09:52) - China...

  6. An Update on China’s LGFV Debt Substitution Programme

    Davis Sun, Senior Director at Fitch Ratings, provides a progress report on China’s debt substitution plan and its impact on local government vehicles (LGFVs) and finances, as well as an outlook for 2026 and beyond. (00:23) - Introduction (01:50) - Recent LGFV Sector Developments (05:40)…

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  7. Price Wars in China’s Food Delivery and Instant Retail

    Fitch analysts discuss intensifying competition between Meituan and Alibaba in China’s food delivery and instant retail business. (00:22) - Introduction to instant retail in China (01:19) - Competitive landscape and on-going price war (02:54) - Meituan's strategy to defend market leadership…

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  8. China-ASEAN Trade Flows Amid Global Trade Policy Uncertainty

    Chris Clague, an Associate Fellow at the IISS and an independent advisor on trade and supply chains, discusses recent trends in China-ASEAN trade and investment flows, and how they may be affected by US President Trump’s tariff policies. (00:00) - Introduction (02:04) - Overview of China/ASEAN...

  9. Regulatory Reforms of China AMCs

    Katie Chen, Senior Director at Fitch Ratings, and Franco Lam , Director, share their insights on the recent regulatory reforms in China’s AMC sector. (00:48) - Recent regulatory reform and impact (03:49) - Opportunities and challenges for AMCs (07:01) - What investors should watch out for (09:30)…

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  10. Key Credit Themes in China’s Power Generation Sector

    This episode explores key changes and credit trends in China’s power sector, including renewables growth and market reforms. Insights from Penny Chen, Senior Director, Fitch Ratings, reveal what lies ahead for major power generators. (00:00) - Introduction (00:45) - Key Changes in China’s Power...

  11. Managing Risks from LGFVs and Local Government Debt Outlook

    Harry Hu, Senior Director at Fitch Ratings, discusses China's recent efforts to manage LGFV risks, including LGFV reclassification and debt substitution plans, along with local government debt trends. (00:00) - Introduction (01:30) - LGFV Debt Control Measures (03:07) - LGFV Reclassification...

  12. Impact of US Tariffs on China's Commodity Sectors

    Laura Zhai, Senior Director at Fitch Ratings, discusses the impact of US tariff hikes on China's commodity sectors. (00:00) - Introduction (00:41) - Impact on aluminum and copper (04:43) - Impact on steel (07:33) - Impact on chemicals (10:28) - China’s energy import cost

  13. China’s Tariff Challenges Rising Rapidly

    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) -...

  14. China 2025 Credit Outlook

    A fireside chat on Fitch’s 2025 credit outlook for China’s sovereign, corporate, local government and banking sectors with Jeremy Zook, Ying Wang, Samuel Kwok and Grace Wu. (00:00) - Introduction (00:47) - Macro and Sovereign Outlook (03:33) - Impact of US Tariffs on China Corporates (04:55) -...

  15. A Perspective on China’s 2025 Macro Outlook

    Jinny Yan, Chief China Economist at ICBC Standard Bank, discusses her outlook for China’s economy in 2025 and the government’s policy measures and priorities, particularly its focus on de-risking, diversifying and enhancing domestic capacity. (00:00) - Introduction (01:01) - Key Issues to Watch…

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  16. China’s Solar PV Manufacturing Industry

    Jing Yang, Director of Fitch Ratings, discusses key credit trends of China’s solar PV manufacturing industry. (00:00) - Introduction (00:46) - Current state of the industry and reason for oversupply (04:37) - Stage of market re-balancing (08:00) - Effectiveness of government response (13:02) -...

  17. Will China’s Stepped-Up Stimulus Push Off Deflationary Risks?

    David Wang, Professor at the Virginia Tech Dept. of Economics and former Credit Suisse Head of APAC (ex-Japan)Economics, joins us to discuss deflationary risks in the Chinese economy and whether the recent policy stimulus can address these pressures. (00:00) - Introduction (01:31) - China’s...

  18. Recent Trends in China’s Banking Sector

    Elaine Xu, Director in Fitch’s Financial Institutions team, provides an update on how Chinese banks are managing the challenges from economic headwinds, the property correction, and LGFV debt renegotiations. (00:00) - Introduction (01:38) - Recent trends in bank performance (05:06) - Property...

  19. China’s Local Government and LGFV Debt Risk

    Samuel Kwok, Head of Fitch’s APAC International Public Finance shares his views on China’s local government and LGFV debt problem. (01:21) - 1H24 local governments’ fiscal trends (04:02) - Expect marginal improvement in 2H24 (05:30) - Effect of measures to de-risk twelve “high-risk” provinces...

  20. China’s Housing Demand Forecast 2024 - 2040

    Shuncheng Zhang, Associate Director of Fitch’s China Corporates Team based in Shanghai, shares China’s housing demand forecast from 2024 to 2040. (00:00) - Introduction (01:05) - 2024-2040 Housing Demand (03:43) - New Private Home Supply (06:08) - Overview of Forecast Model (09:13) - Factors...

  21. China Mid-Year Credit Update

    Lan Wang, Senior Director in Fitch’s Credit Policy Group, joins for a wide-ranging discussion on China credit developments, including recent rating actions, growth prospects, property and banking sector outlooks, and recent EU tariffs on Chinese EVs. (00:00) - Introduction (00:55) - China…

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  22. China’s Changing Role in Global Commodity Market

    Henry Hao, Principal Economist at CRU, discusses structural shifts of China’s role in the global commodity market.

  23. China’s Coal Mining Industry

    Wei Yu, Director of Fitch Ratings, discusses key credit trends of China’s coal mining industry. (00:00) - Introduction (00:34) - View on coal prices (02:00) - Debt reduction (03:21) - Financial burden and structural challenges (06:10) - Financing conditions (07:23) - Energy transition risks

  24. China-ASEAN Trade Trends

    Dr. Deborah Elms, Head of Trade Policy at the Hinrich Foundation, discusses China-ASEAN trade ties focusing on key policy issues, supply chain diversification trends, and the outlook for the trade relationship amid rising geopolitical risks. (00:00) - Introduction (04:43) - China-ASEAN Trade…

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  25. China’s Big Four National Asset Management Companies

    Katie Chen, Senior Director of Fitch Ratings, discusses key credit trends of China’s Big Four national asset management companies. (00:00) - Introduction (01:30) - National AMCs' evolving risks (04:35) - 2024 sector credit outlook (06:49) - Government support stance (10:08) - Differentiation in...

  26. China’s 2024 Credit Outlook

    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...

  27. Chinese Corporates’ Role in Global Supply Chain Diversification

    Flora Zhu, Director in Fitch’s Corporate Research team in Beijing discusses shifting FDI and trade patterns by Chinese corporates in the context of global supply chain diversification. (00:00) - Introduction (01:49) - Drivers of Outbound FDI (03:48) - Key FDI Destinations (06:04) - Sectors…

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  28. Can China’s Property Market be Revived?

    Tyran Kam, Senior Director and Head of Fitch’s China Property team based in Hong Kong, shares outlook on the Chinese property market. (00:00) - Introduction (00:47) - Current market state (04:04) - Comparison of China’s and Japan’s property markets (08:24) - Further policy move (09:26) - Who are...

  29. China ESG Update: Green Bond and Carbon Markets

    Jingwei Jia, Associate Director at Sustainable Fitch, discusses the latest developments in China’s rapidly evolving onshore green bond market and the impact of the EU’s Carbon Border Adjustment Mechanism on China’s national carbon market. (00:00) - Introduction (01:42) - Overview of Sustainable...

  30. China Perspectives Welcomes a New Host

    Jeremy Zook, Fitch Ratings’ lead sovereign analyst for China, is joining China Perspectives as a co-host. Prior to this role, he was the lead analyst for several countries in APAC. Jeremy’s first show is coming up soon. Stay tuned.

  31. Chinese Construction Companies’ Business Transformation

    Charles Zhang, Director of Fitch’s China industrial corporates team, shares his insights on the risks and opportunities for Chinese construction companies amid the country’s economic slowdown, including structural challenges and transition plans. (00:00) - Introduction (01:05) - Credit outlook on...

  32. 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) -...

  33. 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…

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  34. 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...

  35. 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...

  36. 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.

  37. China’s Long-Term Growth Prospects

    Dominik 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.

  38. Macao Gaming – An Elusive Recovery

    Colin 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.

  39. China Macro Update – Property, Jobs, and COVID

    Dan 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.

  40. 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.

  41. 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.

  42. A Farewell Conversation with Tara Joseph, President of the American Chamber of Commerce in Hong Kong

    Tara Joseph, President of the American Chamber of Commerce in Hong Kong, shares some parting reflections on Hong Kong’s evolving business climate, rule of law, Sino-US tensions, and the future of the territory as a global financial hub.

  43. What's Next for China's Beleaguered Property Developers?

    Adrian Cheng, Fitch Ratings’ Co-Head of Greater China Property, shares his latest thoughts on China’s residential sales and construction trends, and highlights the continued funding and liquidity challenges faced by the nation’s developers.

  44. A Conversation with the Honourable Paul Chan, Financial Secretary of Hong Kong SAR

    The Honourable Paul Chan Mo-po, Financial Secretary of the Hong Kong Special Administrative Region discusses fiscal policy, housing, geopolitics, and his near-term outlook for the economy and cross-border travel amid a recent omicron outbreak.

  45. Are Chinese Banks Becoming Safer?

    Grace Wu, Fitch’s Head of Greater China Banks, discusses the impact of China’s ongoing property sector stress on the financial system, and gives her top-down view on how the balance of financial risks stands today compared with several years ago.

  46. Is China Facing a Property Bubble?

    Jonathan Anderson, co-founder of Emerging Advisors Group, discusses the importance of the property sector to China’s economy, whether the nation is facing a property “bubble”, and potential lessons from the ongoing China Evergrande saga.

  47. Financing China’s SMEs with Charles Li

    Charles Li, former Chief Executive of HKEX, discusses the importance of SMEs to China’s economy, how to enhance their access to financing, and the nation’s evolving regulatory environment in the context of his new venture, Micro Connect.

  48. The Birth and Growth of Bond Connect

    Julien Martin, General Manager for Bond Connect, offers insights into China’s onshore bond market trends, the trajectory of capital market reforms, and the origins and key innovations behind the Bond Connect scheme.

  49. A Discussion with the World Bank

    Sebastian Eckardt, the World Bank’s Lead Economist for China, Mongolia, and Korea, discusses the bank’s latest China Economic Update, with insights into the growth and inflation outlook, financial risks, income inequality, and poverty alleviation.

  50. China’s Decarbonization Ambitions

    In our second episode, Mervyn Tang, Fitch’s Global Head of ESG Research, discusses electric vehicles, the new national emission trading scheme, and the potential credit implications of China’s evolving environmental policy landscape.

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ABOUT THIS SHOW

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.

HOSTED BY

Fitch Ratings

Produced by Judy Sipowicz

CATEGORIES

business news politics

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China Perspectives currently has 51 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is China Perspectives about?

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.

How often does China Perspectives release new episodes?

China Perspectives has 51 episodes. Check the episode list to see recent publication dates and frequency.

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Who hosts China Perspectives?

China Perspectives is created and hosted by Fitch Ratings.
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