Why China Debt Bulls Are Mostly Wrong
As the debate about the sustainability about the increase in Chinese credit has grown, a number of points have been raised about why China simply...
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Changing Composition of RMB Outflows
As PBOC FX reserves have stabilized, due primarily to revaluation of EUR and JPY holdings, the story has started to circulate that capital outflows...
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China: Contingent Liabilities
For the most part we focus on loans and other assets in terms of risk. But contingent liabilities should not be forgotten. These can prove to be a...
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Trade and FX Reserve Pre-Release Note
The upcoming foreign exchange reserve and trade balance release give us a good opportunity to examine the post-Chinese New Year capital and goods...
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Can China's Financial System Cope with Further Deterioration in Asset Quality?
In its recently released half yearly Financial Stability Review, the Reserve Bank of Australia examined the state of China's financial system. In...
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