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China’s Tariff Challenges Rising Rapidly

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Manage episode 469918761 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://ppacc.player.fm/legal.

Amid rapidly changing US trade policies, Fitch analysts, Alex Muscatelli and Janice Chong, discuss the macroeconomic and corporate level impacts on China from rising US tariffs.

  • (00:00) - Introduction
  • (02:10) - Fitch’s Tariff Baseline
  • (04:30) - Modeling the Economic Impact of Tariffs
  • (07:12) - China’s Trade Diversification
  • (08:55) - Tariffs and China’s Economic Outlook
  • (11:01) - Corporate Sector Tariff Exposures
  • (13:30) - Mexico Tariffs and Chinese Corporates
  • (14:55) - Steel, Aluminum and Auto Tariffs
  • (16:48) - Corporate Tariff Risk Management
  • (17:39) - Impact on Shifting Supply Chains
  • (18:45) - Conclusion
  continue reading

43 episodes

Artwork
iconShare
 
Manage episode 469918761 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://ppacc.player.fm/legal.

Amid rapidly changing US trade policies, Fitch analysts, Alex Muscatelli and Janice Chong, discuss the macroeconomic and corporate level impacts on China from rising US tariffs.

  • (00:00) - Introduction
  • (02:10) - Fitch’s Tariff Baseline
  • (04:30) - Modeling the Economic Impact of Tariffs
  • (07:12) - China’s Trade Diversification
  • (08:55) - Tariffs and China’s Economic Outlook
  • (11:01) - Corporate Sector Tariff Exposures
  • (13:30) - Mexico Tariffs and Chinese Corporates
  • (14:55) - Steel, Aluminum and Auto Tariffs
  • (16:48) - Corporate Tariff Risk Management
  • (17:39) - Impact on Shifting Supply Chains
  • (18:45) - Conclusion
  continue reading

43 episodes

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