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中文 English
中文 English
Join our analysts as they unpack key takeaways from China’s 2026 Two Sessions, including the softer growth target, strengthened focus on domestic consumption, tech innovation and new-economy sectors, modest fiscal expansion, and ongoing management of LGFV debt risks. We will also examine how these policies affect macro conditions, sectoral credit, and the operating environment for corporates, financial institutions, and local governments.


Discussion Topics

  • What does China’s softer 2026 growth target reveal about shifting macro priorities and how does it affect corporates, local governments, and financial institutions?
  • How will a more proactive yet disciplined fiscal and monetary stance reshape local government finances, LGFV debt risks and funding conditions for financial institutions?
  • How effective will expanded consumption-support measures be in boosting household demand, and what are the implications for corporate sector?
  • How will ongoing support for new-economy sectors like AI, semiconductors, and biotech impact growth and risks for corporates?
Speakers

Shawn Xiong

Vice President - Senior Analyst

Corporate Finance Group

Moody's Ratings

Ying Wang

Vice President - Senior Analyst

Corporate Finance Group

Moody's Ratings

Yubin Fu

Vice President - Senior Analyst

Sub - Sovereign Group

Moody's Ratings

Lillian Li

Vice President - Senior Credit Officer

Credit Strategy and Guidance Group

Moody's Ratings

Nicholas Zhu

Vice President - Senior Credit Officer

Financial Institutions Group

Moody's Ratings

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