2025
May 06
Video
惠誉聚焦中国 - 中国房地产市场近期数据优于预测;可持续性仍不确定
惠誉评级认为,尽管全国新建商品住宅市场于近期有所回暖,但该市场或面临人口结构变化、未售库存高企和购房者住房支付能力较低等结构性痼疾所带来的持续性挑战。一线城市住宅销售复苏初现,但可持续性仍有待观察。此外,惠誉预期首批专项债资金可能主要用于从城投及国有地产企业回购土地,短期内对民营房企资产负债表的潜在正面影响可能有限。
More from Video
May 22
Tariff Uncertainty Continues To Shape Credit Risk Outlook
Fitch's 2Q25 Risk Headquarters report highlights a worsened risk outlook amid US tariff volatility. David Prowse and Justin Patrie discuss key points from the report, centered around how Trump-era policies continue to elevate investor concerns.
May 21
Islamic Finance Trends - Saudi Asset Management Industry Trends 2025
In this video, our senior analyst takes stock of the key drivers impacting the asset management industry in Saudi Arabia and share their outlook for the rest of 2025 and 2026. Here is Saif Shawqi.
中美关税调降并不意味着贸易趋正常化
中美双方于5月12日发布的《中美日内瓦经贸会谈联合声明》似乎意味着两国贸易战显著降级。但是,在没有达成持久协议的情况下,围绕最终关税税率的不确定性仍将是惠誉在预测宏观经济时的重要考虑因素。
US-China Tariff De-escalation Does Not Signal Trade Normalisation
The joint US-China statement on 12 May appears to be a significant de-escalation of the trade war, but in the absence of a lasting deal, tariff-related uncertainty will remain a key factor in our macroeconomic forecasts.
May 16
美国关税风暴下中国国内汽车市场保持强韧
尽管中美贸易对峙局势升级对消费者信心构成压力,但政府推出的强力促消费措施仍有望支撑中国汽车零售市场在2025年实现低个位数百分比增长。
China’s Domestic Car Market to Stay Resilient Despite US Tariffs
Generous consumer incentives are likely to support low-single-digit growth in China’s retail auto market in 2025, despite increasing pressure on consumer sentiment from heightened US-China trade tensions.
May 15
Mass Deportations Will Likely Increase Labor Costs for Several U.S. Sectors
Mass deportations could have a materially negative impact on the domestic labor supply, which affects the operating and financial performance of some corporate, public finance and global infrastructure issuers.
May 14
Fitch Ratings Fixed Interests Podcast
From global macroeconomic trends to sovereign credit developments to regulatory and political changes, Fitch’s Fixed Interests podcast delivers the analyst insights and updates you need to stay ahead in a rapidly evolving market.
Update on India’s Gold Loan Regulations Enhances NBFIs’ Risk Standards
Fitch believes that the Reserve Bank of India’s draft regulations for gold-backed loans offer greater clarity to market participants.
May 13
Mexico's Sovereign Rating Amid Global Trade Tensions
Shelly Shetty, Managing Director, Americas Sovereigns and Todd Martinez, Senior Director, Sovereigns, discuss Mexico’s recent rating affirmation, and how the sovereign is navigating global trade tensions and domestic fiscal challenges.