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China Treasury (CHINA GOVT)
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Macroeconomics
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15 Sep 2016 15:50
Chinese Credit Growth Is Shifting Where It Grows Not How Much It Grows
The focus on the recent strong growth in headline financing growth has raised concerns about underlying demand for credit and continued reliance on...
Christopher Balding
131 Views
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bearish
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Thematic (Sector/Industry)
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08 Sep 2016 10:47
China Asset Risk Clear in Margin Data
Benign NPL formation in the latest quarter for China’s banks is not only due to write-offs. More likely, there is a significant amount of...
Daniel Tabbush
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199 Views
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bearish
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Thematic (Sector/Industry)
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06 Sep 2016 23:38
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...
Bixmoor
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143 Views
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bearish
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Thematic (Sector/Industry)
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30 Aug 2016 17:19
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...
Bixmoor
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161 Views
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bearish
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Thematic (Sector/Industry)
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08 Aug 2016 22:55
Implications of Chinese Military Graft
In the last two years two of China's most senior military bureaucrats have been sentenced to long prison sentences for selling promotions for...
Bixmoor
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147 Views
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