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China

More cracks are appearing in Chinese credit

November 21, 2020 by Jonathan Rochford

cracks in chinese credit

The misplaced confidence of Chinese credit investors has been shaken by the default of three state owned entities including one rated “AAA”

Filed Under: China Tagged With: Chinese Credit

IMF on China: A Downturn is Inevitable

January 25, 2018 by Jonathan Rochford

Map of China

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.

Filed Under: China Tagged With: China, Downturn, IMF

Will China Survive the Journey to Being a Developed Market?

October 7, 2015 by Jonathan Rochford

Map of China

Many countries have crashed and burned on the journey to being a developed market – will China be another?

Filed Under: China Tagged With: China, economy collapse

Here’s What a Chinese Hard Landing Could Look Like

October 6, 2015 by Jonathan Rochford

Map of China

The following scenario shows how falls in the equity market in China could lead to a hard landing for its economy

Filed Under: China Tagged With: banking system collapse, China, hard landing

Are Chinese Investors Ready for their Training Wheels to be Removed?

June 13, 2015 by Jonathan Rochford

This article analyses whether Chinese investors are performing due diligence on their investments using two recent case studies

Filed Under: China Tagged With: Chinese Investors

All the Hallmarks of a Credit Bubble in China

July 22, 2013 by Jonathan Rochford

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.

Filed Under: China Tagged With: China, Credit Bubble

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