Category: China

China articles

Party congress is Xi’s moment, but how will he use it?

First published: Nikkei Asian Review, 6/10/17 Power politics likely to take precedence over economic liberalization imperatives Chinese President Xi Jinping may be one of the most relaxed leaders in the world as he prepares for the 19th congress of the

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China reform plans could be stifled as economy cools

First Published: The Financial Times, 23/08/2017 The risk of a financial system funding shock will be more advanced if policy eased Twelve months ago, capital was still haemorrhaging out of China, draining the foreign currency reserves and dragging the renminbi

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China’s financial clampdown will continue — for now

First published: Financial Times, 31/05/2017 The authorities reckoned that doing nothing was worse than trying to restore order The financial crackdown in China in the past three months flies in the face of the conventional wisdom that nothing would be

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Is China heading for a homemade banking crisis?

First published: Prospectmagazine.co.uk, 01/06/2017 Warnings about rising debt have not gone down well with China’s leaders. But without some drastic action a similar crash to the west’s 2008 will become increasingly likely Last week, Moody’s Investor Services, one of the

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China faces ‘acid test’ over credit bubble

Article by Michael Mackenzie: FT.com, 19/05/2017 This is a Financial Times Long View piece on China’s debt bubble, summarising a discussion I led with an audience at the FT on 15th May. Investors shouldn’t take their eyes off China as the

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