S&P: Rated China Firms Can Manage Direct Impact of Higher Tariffs

The video discusses the impact of tariffs on Chinese companies, highlighting that while the direct impact is manageable, there are concerns about long-term effects on consumer spending and business investments. It examines the profitability and economic conditions in China, noting a decline in earnings and profit margins. The video also explores the impact of currency fluctuations on debt serviceability, particularly for property developers. It analyzes the property market's recovery and the risks associated with rising land prices. Finally, it addresses liquidity and solvency issues, emphasizing the challenges faced by small private companies.

What is the situation regarding the debt service ability of Chinese corporates in light of declining profits?

How have liquidity conditions changed for large companies compared to small private companies in China?