Chinese Corporates’ Role in Global Supply Chain Diversification
China Perspectives
English - December 21, 2023 12:57 - 23 minutes - 32.9 MB - ★★★★★ - 3 ratingsBusiness News Politics china sovereigns economics Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Can China’s Property Market be Revived?
Next Episode: China’s 2024 Credit Outlook
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.
(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