Tag
China Debt
China’s Railways: A Cautionary Tale for SOE Reform
By Xinling Wang
The uneven progress toward reform at China Railway Corp is a case study in the hazards of opening up SOEs.
Shock and Awe: Surprises That Could Stun Asia in 2018
By Anthony Fensom
From the Fed to housing bubbles to a Korea crisis: surprises that could set back Asia's economies.
China’s Central Bank Governor Warns About Financial Risks — Again
By Charlotte Gao
Before his retirement, Zhou Xiaochuan has repeatedly sounded warnings about China’s economy.
Can China Fix Its Debt Woes?
By Xinling Wang
Some positive signals came out of the 19th Party Congress, but reform will be an uphill battle.
Korean War Threat Fades as China Debt Fears Resurface
By Anthony Fensom
Pyongyang's threats generate a sense of déjà vu, but China’s debt inspires more concrete worries.
Why China’s Local Debt Policies May Spell Slower Growth
By Spencer Sheehan
China’s government is cracking down on local level debt, and this may dampen GDP growth in the second half of 2017.
Tough Times for China's Real Estate Developers
By Spencer Sheehan
The struggles of developers are starting to impact China's economy.
Asia’s Biggest Debtors Exposed To Rate Shock
By Anthony Fensom
Rising debt levels put Asia's top economies in a precarious position should interest rates rise.
Robert Mann on What to Expect From China's Economy
By Anthony Fensom
An interview with Robert Mann, Senior Portfolio Manager at Nikko Asset Management.
The Problem With China’s One Belt, One Road Strategy
By Spencer Sheehan
China has a mixed record with large infrastructure projects abroad, something OBOR host countries should keep in mind.
The Trouble With China's Latest Subway-Building Binge
By Spencer Sheehan
New models are necessary to avoid the mistakes of the past.
Asia’s New Year Resolutions for 2017
By Anthony Fensom
Suggested goals for Asia's major economies in the new year.