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China

The credit story of the year

November 13, 2021 by Jonathan Rochford

The credit story of the year

The demise of Chinese property developers and the wider impacts are likely to be the credit story of the year

Filed Under: Credit Tagged With: China, Chinese Property Developers, Evergrande

There’s Always Something Interesting Happening in Debt Markets

July 11, 2020 by Jonathan Rochford

Interesting debt Markets

If you venture off the well trodden pathways, there’s always something interesting happening in debt markets.

Filed Under: Debt Tagged With: China, Debt Markets, Green Bonds, Greenwashing

Reflections on Dinny McMahon’s Book on China’s Great Wall of Debt

April 17, 2019 by Jonathan Rochford

Dinny McMahon

Using a combination of hard data, analysis and anecdotes, Dinny McMahon lays out why China’s economy must eventually face up to its great wall of debt

Filed Under: Book Reviews Tagged With: China, China's Economy, China’s Great Wall of Debt, Debt, Dinny McMahon

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

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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