A fireside chat on Fitch’s 2026 credit outlook for China’s sovereign, corporate, local government and banking sectors with Jeremy Zook, Ying Wang, Samuel Kwok and Grace Wu.
- (01:05) - Macro outlook
- (06:05) - Deteriorating China property outlook
- (06:58) - Neutral China LGFV outlook
- (09:52) - China banks’ strategy amid deteriorating outlook
- (11:32) - Anti-involution campaign
- (13:41) - Local governments’ spending
- (16:20) - China banks’ asset quality
- (18:13) - China’s sovereign rating headroom
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.