If you venture off the well trodden pathways, there’s always something interesting happening in debt markets.
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
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.
Many countries have crashed and burned on the journey to being a developed market – will China be another?
The following scenario shows how falls in the equity market in China could lead to a hard landing for its economy
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.