The misplaced confidence of Chinese credit investors has been shaken by the default of three state owned entities including one rated “AAA”
China
IMF on China: A Downturn is Inevitable
A recent paper from the IMF concludes that China may be able to continue its current trajectory for the medium term but in the long term a downturn, likely accompanied by a banking crisis is inevitable.
Will China Survive the Journey to Being a Developed Market?
Many countries have crashed and burned on the journey to being a developed market – will China be another?
Here’s What a Chinese Hard Landing Could Look Like
The following scenario shows how falls in the equity market in China could lead to a hard landing for its economy
Are Chinese Investors Ready for their Training Wheels to be Removed?
This article analyses whether Chinese investors are performing due diligence on their investments using two recent case studies
All the Hallmarks of a Credit Bubble in China
In the lead up to previous credit crises, six indicators have pointed to the impending danger. This article analyses how China benchmarks against these indicators and concludes that China is highly likely to be heading towards a credit crisis and substantial economic downturn.