China Perspectives

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.
  • (00:00) - Introduction
  • (01:49) - Drivers of Outbound FDI
  • (03:48) - Key FDI Destinations
  • (06:04) - Sectors Driving Outbound FDI
  • (08:39) - Outlook for Outbound FDI
  • (10:29) - China’s Shifting Trade Patterns
  • (12:53) - Intermediate Goods Exports
  • (14:36) - Outlook for Chinese Firms’ Role in Global Supply Chains
  • (16:52) - Geopolitical Risks
  • (20:09) - Rating Implications for Chinese Corporates
  • (22:25) - 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.