Home prices will continue to grow in 2024 in most countries profiled in the latest Global Housing and Mortgage Outlook, albeit at a slower pace than in 2023.

The populist policies of the Indonesian government ahead of and throughout the country’s 2024 election should support most consumer-related sectors via higher consumption in the coming year, says Fitch Ratings.

惠誉预计，尽管GDP 增速放缓，但失业率稳定预期将支持中国车贷ABS 和RMBS 资产表现持稳。存量房贷利率下调利好RMBS 资产，而房地产行业长期低迷导致此类资产表现轻度恶化或因此被抵消。

Fitch expects a steady performance for China auto ABS and RMBS, supported by stable unemployment forecasts despite slower GDP growth. The benefit from rate cuts is likely to offset the mild deterioration caused by sustained property stress for RMBS.

Despite a positive turning point in 2023 for some U.S. not-for-profit (NFP) hospitals, 2024 will again be categorized as another ‘make or break’ year for a sizeable portion of the sector.

Fitch Ratings’ neutral outlook on APAC corporates reflects our improved projections for revenue as well as some persistent challenges posed by the weakness in China’s property sector, global economy, higher interest rates, and inflation.

The Asia-Pacific (APAC) region should remain resilient in 2024 to challenges from slowing global growth, high interest rates, and lingering property-sector issues in China, says Fitch Ratings.

2024 looks to be a less volatile year for U.S. transportation, despite the economy heading towards a possible slowdown, as the operating environment has stabilized for airports, toll roads and ports.

Flora Zhu, Director in Fitch’s Corporate Research team in Beijing discusses shifting FDI and trade patterns by Chinese corporates in the context of global supply chain diversification.

惠誉预期，中国城投企业的公益项目需求有望回升，且至少在短期内受益于中央和地方政府支持力度的加大。然而，影响惠誉假设分析的一个主要风险在于，对新增城投债的严格管控可能缺乏灵活性，进而可能导致独发的城投违约事件。