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?
It’s Official: China’s Chaori Defaulted
March 07, 2014
It’s Official: China’s Chaori Defaulted
The first default in China’s onshore debt market has finally occurred. Now what?
It’s Official: China’s Chaori Defaulted
China’s Economic Headlines
January 26, 2014
China’s Economic Headlines
With 2014 not even a month hold, some of the stories of 2013 are already back in the news.
China’s Economic Headlines
China’s GDP Growth Says Little
January 21, 2014
China’s GDP Growth Says Little
GDP figures – particularly China’s – are a flawed measure of economic performance.
China’s GDP Growth Says Little
China To Legalize Shadow Banking?
January 07, 2014
China To Legalize Shadow Banking?
China's new orders on shadow banking are an attempt to regulate, not ban, alternate lending sources.
China To Legalize Shadow Banking?
Is Southeast Asia Headed for a Repeat of the Late 1990s Financial Crisis?
August 22, 2013
Is Southeast Asia Headed for a Repeat of the Late 1990s Financial Crisis?
Recent GDP figures and the fallout from cheap credit are a concern.
Is Southeast Asia Headed for a Repeat of the Late 1990s Financial Crisis?
How China Makes North Korean Policy
July 30, 2013
How China Makes North Korean Policy
Plus, China pushes ahead with its “high-speed Silk Road” project. Monday China links.
How China Makes North Korean Policy
Did Xi Call Diaoyu/Senkakus A “Core Interest?”
June 14, 2013
Did Xi Call Diaoyu/Senkakus A “Core Interest?”
Plus, concern grows over local government debt and economic growth. Friday China links.
Did Xi Call Diaoyu/Senkakus A “Core Interest?”
OECD: China will be Largest Economy Around 2016
March 25, 2013
OECD: China will be Largest Economy Around 2016
The OECD’s Economic Survey of China paints a highly favorable picture of Beijing’s future growth prospects.
OECD: China will be Largest Economy Around 2016
On the Brink? China's Solar Industry Debt Drama
March 19, 2013
On the Brink? China's Solar Industry Debt Drama
Suntech, Chaori and LDK Solar— are all struggling to meet their debt obligations. Is a default coming?
On the Brink? China's Solar Industry Debt Drama
What Happens When China Goes
January 14, 2013
What Happens When China Goes "Gray"?
Developed economies are beginning to struggle with aging populations and more retirees. China may soon join them.
What Happens When China Goes "Gray"?
A Dying Model: Chinese Capitalism
November 06, 2012
A Dying Model: Chinese Capitalism
China’s impressive growth is based on cheap labor, high levels of investment, and Western exports. Can it survive?
A Dying Model: Chinese Capitalism
China's 2012 Challenges
January 08, 2012
China's 2012 Challenges
From slowing economic growth, to inflation and mass incidents, China faces some big challenges in 2012.
China's 2012 Challenges
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