China Perspectives

China Perspectives Trailer Bonus Episode 37 Season 1

A Perspective on China’s 2025 Macro Outlook

00:00
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 in 2025
  • (02:32) - US/China Trade War Prospects
  • (06:29) - Assessing China’s Resilience to Trade Tensions
  • (11:12) - Property Sector
  • (17:11) - Inflation/Deflation Outlook
  • (20:13) - Monetary Policy Response
  • (23:57) - Fiscal Policy Response
  • (28:27) - Government Bond Market Drivers
  • (33:39) - Conclusion

What is China Perspectives?

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.