2024
Dec 19
Video
惠誉聚焦中国 - 中国人口流动趋势令低线城市承压,区域性经济中心或受益
中国近年的人口流动趋势若得以持续,将会对地方政府的收入和前景带来深远影响。过去五年间,人口从小型城市到中大型城市、从经济欠发达地区到经济发达地区的净迁移以及总人口数量的下降,导致包括地级市在内的许多小型城市人口数量出现下滑。与此同时,大部分直辖市、省会、副省级城市和计划单列市的人口总量仍在持续上升。流动人口也越来越倾向短距离迁移,而非长途迁徙,这一趋势令区域性经济中心受益。
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2025
Dec 29
Credit Outlook 2026 - Neutral 2026 Outlook for APAC Banks, with Pockets of Risks to Watch
Fitch Ratings’ 2026 sector outlooks for APAC banks are broadly neutral across both developed and emerging markets.
Dec 18
An Update on China’s LGFV Debt Substitution Programme
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Dec 16
Global Housing and Mortgage Outlook 2026
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Dec 15
Credit Outlook 2026 - Global Sovereigns Outlook is Neutral for 2026
The ‘neutral’ 2026 outlook for global sovereigns reflects broadly flat world GDP growth, reduced uncertainty over US tariffs and lower policy rates. But structural shifts in trade, technology, geopolitics and financial markets represent risks.
Global Economic Outlook - AI-Related Capital Spending Cushions Slowdown
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Dec 11
中国五家全球系统重要性银行预期按计划达标TLAC要求
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Risk of Political Flare-Ups to Linger in 2026 for Some APAC Sovereigns
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Dec 09
Are Bubble Risks Emerging in Leveraged Finance?
Lyuba Petrova, Lyle Margolis and Justin Patrie examine bubble risks as equities surge, credit spreads tighten, private credit faces hidden vulnerabilities and AI investment accelerates, though valuations suggest buyers aren’t overpaying.
Dec 08
惠誉《市场领袖》视频系列 | 日产汽车首席执行官Ivan Espinosa 采访精选
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