China Making Some Progress Deleveraging
China credit data came out and there is evidence, with a number of important caveats, that China is making progress in deleveraging campaign. The...
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Chinese Banking Debt: The Interconnection Through Statistical Model Lens
The Chinese debt issue has been a major concern for investors and most analysts or investors rely on qualitative assessments. We hereby seek to...
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Today’s China Macro-Property Data: New Home Sales Growth Slows Down Further in Jan-Feb
The National Bureau of Statistics (NBS) released the key data for January-February (combined), related to property sales and investments by...
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Chart of the Day: Only One Asia Economy Has De-Leveraged Since The GFC. Guess Who?
Only one Asian economy has seen its total leverage (as a % of GDP) slip since the GFC: India. Using 2008Q3 as the base period, India's total...
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Chart of the Day: China Isn't Deleveraging (Yet) But Most of Asia Is!
China bulls will like to tell you that the economy is deleveraging in line with the authorities wishes. A number of key metrics however show that...
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