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.

Episodes

China’s Coal Mining Industry

9m · Published 25 Apr 14:34

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

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 Trends
(07:02) - Impact of RCEP
(09:34) - Trade Policy Outlook
(13:50) - China’s View of ASEAN Trade Relationship
(16:26) - China’s Bilateral Surplus with ASEAN
(19:43) - Shifting Supply Chains and Navigating US-China Trade Tensions
(24:17) - How is China Protecting its ASEAN Trade Relationship from US-China Trade Tensions?

China’s Big Four National Asset Management Companies

20m · Published 20 Mar 03:46

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 government export
(11:37) - National AMCs' policy role
(14:06) - Change of ownership
(16:44) - Rating action plan

China’s 2024 Credit Outlook

21m · Published 06 Feb 09:41

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 rating pressure
(11:10) - LGFV sector outlook
(13:31) - Corporate sector outlook
(16:21) - Banking sector outlook
(19:11) - Key things to watch out for

Chinese Corporates’ Role in Global Supply Chain Diversification

23m · Published 21 Dec 12:57

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 Driving Outbound FDI
(08:39) - Outlook for Outbound FDI
(10:29) - China’s Shifting Trade Patterns
(12:53) - Intermediate Goods Exports
(14:36) - Outlook for Chinese Firms’ Role in Global Supply Chains
(16:52) - Geopolitical Risks
(20:09) - Rating Implications for Chinese Corporates
(22:25) - Conclusion

Can China’s Property Market be Revived?

16m · Published 23 Nov 08:20

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 the surviving developers
(12:15) - Private developers’ financing access
(13:50) - Defaulted developers’ debt restructuring

China ESG Update: Green Bond and Carbon Markets

21m · Published 01 Nov 14:38

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 Fitch
(02:53) - Developments in China’s Green Bond Market
(07:33) - Green Bond Market Performance and the “Greenium”
(09:26) - Key Investor Concerns for Green Bonds
(12:54) - China’s Carbon Market after the EU Carbon Border Adjustment Mechanism
(17:07) - Other Domestic Carbon Market Developments
(20:27) - Conclusion

China Perspectives Welcomes a New Host

56s · Published 18 Oct 04:01

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.

Chinese Construction Companies’ Business Transformation

24m · Published 28 Sep 08:08

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 China’s construction sector
(06:21) - Growth opportunities from infrastructure projects
(09:39) - Construction companies’ transition strategy
(13:00) - Long-term structural challenges
(18:34) - Overseas opportunities
(23:35) - Closing

China’s Electric Vehicles Boom

19m · Published 01 Aug 08:45

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) - Chinese EV brands’ competitive edge
(09:53) - Can foreign and JV brands catch up?
(11:02) - Evolving competitive landscape
(14:00) - China’s EV exports
(16:10) - Risks of Chinese automakers’ overseas strategy

China Perspectives has 30 episodes in total of non- explicit content. Total playtime is 12:37:34. The language of the podcast is English. This podcast has been added on August 26th 2022. It might contain more episodes than the ones shown here. It was last updated on May 21st, 2024 02:43.