Fitch's Asia-Pacific Sector Outlook for 2019

The video discusses the tightening of financial conditions and the outlook for companies in the APAC region, highlighting the increase in negative corporate outlooks and expected downgrades. It examines the impact of the US-China trade war and China's economic slowdown on financial results, particularly in manufacturing. The challenges faced by Chinese homebuilders, including liquidity issues and rising debt costs, are explored. The video concludes with an expectation of increased defaults in China as the government reduces its intervention in the sector.

What factors contribute to the negative outlook for home builders in China, particularly in relation to companies like Evergrande?

Discuss the challenges faced by speculative grade corporates in the property sector in terms of liquidity and funding.