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The Problem With China’s One Belt, One Road Strategy
May 24, 2017
The Problem With China’s One Belt, One Road Strategy
China has a mixed record with large infrastructure projects abroad, something OBOR host countries should keep in mind.
The Problem With China’s One Belt, One Road Strategy
The Trouble With China's Latest Subway-Building Binge
May 03, 2017
The Trouble With China's Latest Subway-Building Binge
 New models are necessary to avoid the mistakes of the past.
The Trouble With China's Latest Subway-Building Binge
Asia’s New Year Resolutions for 2017
January 03, 2017
Asia’s New Year Resolutions for 2017
Suggested goals for Asia's major economies in the new year.
Asia’s New Year Resolutions for 2017
Four Considerations on the Chinese Economy
August 28, 2016
Four Considerations on the Chinese Economy
Plenty is written about the Chinese economy; but plenty more needs to be understood.
Four Considerations on the Chinese Economy
China’s Economic Reforms: Global Outlook
July 29, 2016
China’s Economic Reforms: Global Outlook
Insights from Fabio Ghironi.
China’s Economic Reforms: Global Outlook
China’s On-Again, Off-Again P2P Lending
May 20, 2016
China’s On-Again, Off-Again P2P Lending
Activity in the peer-to-peer lending sector has surged at times, despite issues controlling risk.
China’s On-Again, Off-Again P2P Lending
A Threat to China’s Debt Ratings?
February 19, 2016
A Threat to China’s Debt Ratings?
How big a deal is China’s growing leverage?
A Threat to China’s Debt Ratings?
China's Premier Defends Economic Health at Global Meeting
September 10, 2015
China's Premier Defends Economic Health at Global Meeting
Li Keqiang used the Summer Davos to reassure the world that China's economy is going strong.
China's Premier Defends Economic Health at Global Meeting
China: Sentenced to Debt?
September 04, 2015
China: Sentenced to Debt?
The country is grappling with a serious debt problem. Can it be overcome?
China: Sentenced to Debt?
Debt Worries? Not Asia, Says IMF
June 17, 2015
Debt Worries? Not Asia, Says IMF
A new report suggests there is scope for governments to borrow more, with one exception.
Debt Worries? Not Asia, Says IMF
China’s Financial Leasing Industry: Safe in the Arms of Banks
March 05, 2015
China’s Financial Leasing Industry: Safe in the Arms of Banks
Financial leasing firms not affiliated with banks are beginning to struggle.
China’s Financial Leasing Industry: Safe in the Arms of Banks
China’s Great Wall Of Debt
March 04, 2015
China’s Great Wall Of Debt
China’s debt has surged in recent years. Can it handle it?
China’s Great Wall Of Debt
How to Fix China’s Debt Woes
October 09, 2014
How to Fix China’s Debt Woes
Some key reforms are needed to better cope with troubled borrowers.
How to Fix China’s Debt Woes
The Shadow Banking Specter
August 02, 2014
The Shadow Banking Specter
Shadow banking in China and other emerging markets are a threat to global financial stability.
The Shadow Banking Specter
IMF: Asia slips, Japan gains
July 27, 2014
IMF: Asia slips, Japan gains
The International Monetary Fund downgrades growth for emerging countries in Asia.
IMF: Asia slips, Japan gains
How Much Bad Debt Can China Absorb?
April 03, 2014
How Much Bad Debt Can China Absorb?
The numbers suggest that there are limits to the non-performing debt China’s government can handle.
How Much Bad Debt Can China Absorb?
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