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.

China Perspectives
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Podcast Overview
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.
Language
🇺🇲
Publishing Since
3/28/2021
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Recent Episodes

August 3, 2026
China’s Next Growth Engine: EVs, AI, and Robotics?
<p>Jeremy Zook and Ying Wang discuss China's 'new productive forces' strategy, focusing on EVs, AI, and robotics. They assess whether industrial upgrading can offset structural economic headwinds and support long-term growth.<br></p><ul><li>(00:00) - Introduction and overview of China’s “new productive forces”</li> <li>(00:47) - What are “new productive forces” and why do they matter?</li> <li>(03:28) - Can industrial upgrading sustain China’s long-term growth?</li> <li>(07:03) - EVs as a case study in China’s industrial transformation</li> <li>(10:35) - AI, robotics and the next wave of industrial upgrading</li> <li>(14:38) - Key indicators to watch for success</li> <li>(17:19) - Closing remarks and new podcast announcement</li> </ul>

May 19, 2026
China’s Dominance in Global Rare Earths
<p>Sabrin Chowdhury from BMI speaks on China’s dominance in global rare earths and implications on geopolitics and prices.<br></p><ul><li>(00:00) - Introduction of Sabrin and her rare earths coverage</li> <li>(01:27) - Why China dominates global rare earths supply chain</li> <li>(03:31) - China’s dependence on Myanmar for heavy rare earth feedstock</li> <li>(05:17) - Western economies’ supply chain diversification strategies</li> <li>(09:00) - Potential credible alternatives to China</li> <li>(10:09) - Obstacles to Western countries’ diversification push</li> <li>(11:20) - China’s tightened grip and impact on prices</li> <li>(13:05) - Indicators to watch on evolving trends</li> </ul>

March 23, 2026
China-US Strategic Competition in Latin America
<p>This episode explores China’s economic linkages with Latin America (LatAm), with Fitch Ratings’ Todd Martinez and Janice Chong, and the implications of the resurgence of the US “Monroe Doctrine” on these economic ties and for Chinese corporates.<br><ul><li>(00:00) - Introduction</li> <li>(01:44) - Overview of China’s Economic Ties with LatAm</li> <li>(05:34) - Outlook for the LatAm-China Trade Relationship</li> <li>(09:05) - LatAm’s Response to Surging Chinese Imports</li> <li>(12:53) - Risks to Chinese Corporates from Tariffs</li> <li>(13:52) - Chinese FDI into LatAm</li> <li>(16:55) - Key FDI Sectors for Chinese Firms in LatAm</li> <li>(18:42) - Geopolitical Risks to Chinese Firms’ LatAm Investments</li> <li>(20:10) - Opportunities and Risks for LatAm from US-China Competition</li> <li>(23:37) - Conclusion</li> </ul></p>
51 total episodes available
Recent guests on China Perspectives
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Penny Chen
Guest
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Frequently asked questions
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- What is China Perspectives?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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