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...
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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...
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