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China’s Consumption Recovery Prospects

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Manage episode 359371991 series 2901691
Content provided by Judy Sipowicz and Fitch Ratings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Judy Sipowicz and Fitch Ratings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Jenny Huang, Deputy Head of China Research Initiatives at Fitch Ratings, shares her views on China’s consumption recovery prospects, including stimulus for growth, constraints, consumer behaviour changes, and implications for related companies.

  • (00:00) - Introduction
  • (01:15) - China’s consumption recovery prospects
  • (06:45) - Wage inflation risk
  • (08:34) - Sub-segments’ performance
  • (14:11) - Changing consumer behaviour
  • (16:52) - E-tailing sector’s competitive landscape
  • (20:35) - Consumption-led import demand
  continue reading

33 episodes

Artwork
iconShare
 
Manage episode 359371991 series 2901691
Content provided by Judy Sipowicz and Fitch Ratings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Judy Sipowicz and Fitch Ratings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Jenny Huang, Deputy Head of China Research Initiatives at Fitch Ratings, shares her views on China’s consumption recovery prospects, including stimulus for growth, constraints, consumer behaviour changes, and implications for related companies.

  • (00:00) - Introduction
  • (01:15) - China’s consumption recovery prospects
  • (06:45) - Wage inflation risk
  • (08:34) - Sub-segments’ performance
  • (14:11) - Changing consumer behaviour
  • (16:52) - E-tailing sector’s competitive landscape
  • (20:35) - Consumption-led import demand
  continue reading

33 episodes

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