China Perspectives

Jenny Huang, Deputy Head of China Research Initiatives at Fitch Ratings, shares her views on China’s consumption recovery prospects, including stimulus for growth, constraints, consumer behaviour changes, and implications for related companies.
  • (00:00) - Introduction
  • (01:15) - China’s consumption recovery prospects
  • (06:45) - Wage inflation risk
  • (08:34) - Sub-segments’ performance
  • (14:11) - Changing consumer behaviour
  • (16:52) - E-tailing sector’s competitive landscape
  • (20:35) - Consumption-led import demand

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.