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 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

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.