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