CHINA Deep Dive | Global Emerging Markets Summit

A winding path to recovery and rebalancing growth engines

Tuesday, May 30 | 15:00 – 16:00 HKT | 07:00 – 08:00 BST

Sector In-Depth; Power – China - National ETS is credit negative for coal power generators, but the impact will be gradual, 30 May 2023

Sector In-Depth: Infrastructure & Project Finance – Asia-Pacific - Growing availability of green finance will bolster power companies' carbon transition, 23 May 2023

Credit Opinion: Sovereign & Supranational - Sovereign - Government of China – A1 stable - Update following change in forecasts, 01 March 2023

Sector In-Depth: Nonfinancial Companies – China - Uneven Q1 2023 earnings trend encapsulates sector-differentiated recovery, 29 May 2023

Sector In-Depth: Banks – Emerging Markets - Emerging markets banks' liquidity is largely resilient to heightened volatility risks, 16 May 2023

Outlook: Property – China - Outlook to stable from negative; sales will steady but sector challenges remain, 15 May 2023

Sector In-Depth: Macroeconomics – Asia-Pacific - China's reopening will support growth in region, aiding recovery in some sectors, 27 April 2023

Sector Comment: Financial Institutions – Asia-Pacific - Structural factors will limit impact of US bank failures, 14 March 2023

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