Will China’s zero-covid policy reversal provide a boon to emerging markets in 2023?

In this episode of Moody’s Talks – Emerging Markets Decoded, Gene Fang of the Sovereign team joins host Scott Phillips to discuss the outlook for credit conditions in China as it lifts Covid restrictions and reopens its economy, with a special focus on regional and local governments, the property sector, as well as potential implications for other emerging markets. 

Related research:

• 2023 outlook negative as debt, contingent liabilities build, land sales remain weak
• Sustained slowdown in China will have large spillovers to the rest of APAC and beyond
• China Property Focus: Supportive policies will take time to have an impact on sales