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All Episodes

China Perspectives — 52 episodes

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Title
1

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

2

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

3

China’s Dominance in Global Rare Earths

4

China-US Strategic Competition in Latin America

5

China 2026 Credit Outlook

6

An Update on China’s LGFV Debt Substitution Programme

7

Price Wars in China’s Food Delivery and Instant Retail

8

China-ASEAN Trade Flows Amid Global Trade Policy Uncertainty

9

Regulatory Reforms of China AMCs

10

Key Credit Themes in China’s Power Generation Sector

11

Managing Risks from LGFVs and Local Government Debt Outlook

12

Impact of US Tariffs on China's Commodity Sectors

13

China’s Tariff Challenges Rising Rapidly

14

China 2025 Credit Outlook

15

A Perspective on China’s 2025 Macro Outlook

16

China’s Solar PV Manufacturing Industry

17

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

18

Recent Trends in China’s Banking Sector

19

China’s Local Government and LGFV Debt Risk

20

China’s Housing Demand Forecast 2024 - 2040

21

China Mid-Year Credit Update

22

China’s Changing Role in Global Commodity Market

23

China’s Coal Mining Industry

24

China-ASEAN Trade Trends

25

China’s Big Four National Asset Management Companies

26

China’s 2024 Credit Outlook

27

Chinese Corporates’ Role in Global Supply Chain Diversification

28

Can China’s Property Market be Revived?

29

China ESG Update: Green Bond and Carbon Markets

30

China Perspectives Welcomes a New Host

31

Chinese Construction Companies’ Business Transformation

32

China’s Electric Vehicles Boom

33

An Industry Veteran’s Perspective on China’s Real Estate Market and Economy

34

China’s Economy and Bond Market

35

China’s Consumption Recovery Prospects

36

China’s Post-Pandemic Economic Recovery

37

China’s Long-Term Growth Prospects

38

Macao Gaming – An Elusive Recovery

39

China Macro Update – Property, Jobs, and COVID

40

How Does the Chinese Government Decide Whether to Support Firms in Distress?

41

How is the Omicron Outbreak and War in Ukraine Impacting China’s Economy and Policy Outlook?

42

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

43

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

44

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

45

Are Chinese Banks Becoming Safer?

46

Is China Facing a Property Bubble?

47

Financing China’s SMEs with Charles Li

48

The Birth and Growth of Bond Connect

49

A Discussion with the World Bank

50

China’s Decarbonization Ambitions

51

Chinese Corporate Defaults

52

Fitch Presents "China Perspectives"