China Perspectives

China Perspectives series is a monthly discussion on the latest credit market and economic developments from China with experts from both within and outside of Fitch Ratings..

Author: Fitch Ratings

China Perspectives series is a monthly discussion on the latest credit market and economic developments from China with experts from both within and outside of Fitch Ratings.
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Language: en-us

Genres: Business, News, Politics

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China’s Next Growth Engine: EVs, AI, and Robotics?
Episode 50
Sunday, 2 August, 2026

Jeremy Zook and Ying Wang discuss China's 'new productive forces' strategy, focusing on EVs, AI, and robotics. They assess whether industrial upgrading can offset structural economic headwinds and support long-term growth.(00:00) - Introduction and overview of China’s “new productive forces” (00:47) - What are “new productive forces” and why do they matter? (03:28) - Can industrial upgrading sustain China’s long-term growth? (07:03) - EVs as a case study in China’s industrial transformation (10:35) - AI, robotics and the next wave of industrial upgrading (14:38) - Key indicators to watch for success (17:19) - Closing remarks and new podcast announcement