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.
Katie Chen, Senior Director at Fitch Ratings, and Franco Lam , Director, share their insights on the recent regulatory reforms in China’s AMC 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.
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.
Laura Zhai, Senior Director at Fitch Ratings, discusses the impact of US tariff hikes on China's commodity sectors.
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.
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.
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.
Jing Yang, Director of Fitch Ratings, discusses key credit trends of China’s solar PV manufacturing industry.
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.
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.
Samuel Kwok, Head of Fitch’s APAC International Public Finance shares his views on China’s local government and LGFV debt problem.
Shuncheng Zhang, Associate Director of Fitch’s China Corporates Team based in Shanghai, shares China’s housing demand forecast from 2024 to 2040.
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.
Henry Hao, Principal Economist at CRU, discusses structural shifts of China’s role in the global commodity market.
Wei Yu, Director of Fitch Ratings, discusses key credit trends of China’s coal mining industry.
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.
Katie Chen, Senior Director of Fitch Ratings, discusses key credit trends of China’s Big Four national asset management companies.
Jeremy Zook and Ying Wang, co-hosts of China Perspectives podcast, hold a fireside chat about China’s 2024 credit outlook.
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.