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
