Growing Corporate Debt in China
There has been much discussion about China’s wish to implement economic reforms and – specifically – to deleverage. However, the reality is that...
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Systemic Risk from Corporate Debt in China
Massive and growing debt levels in China are becoming a source of major concern to the world's banking community. Whilst some see this as...
300 Views
13 Major Cities In China Seem To Be Clearing Inventory Well (Latest July Data)
In July the 13 major cities in China continued to clear inventory at a strong pace. Not only the months-to-clear remained at low levels but also...
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China Property - Leveraging The Households
It's the households that are increasing leverage by taking on more mortgage debt, relative to the growth in new home sales, whereas the developers'...
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FX Update: Portfolio Inflows into China Down 60%
Despite the small year to date decline of the RMB and the relative uncaring attitude of the market, there are reasons so suspect the underlying...
264 Views