Tag: China

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 turns up the regulatory heat – for now

30th May 2017 Pretty much since the start of 2017, something has been stirring in China’s financial markets. The effects are now becoming more evident. In a nutshell, China has moved – contrary to all the expectations people had that

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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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China’s National People’s Congress: focus on Core Xi, not economic coherence

5th March 2017 China’s National People’s Congress (NPC) is now sitting, and will last two weeks. It’s an annual event, attended by roughly 3000 delegates after a series of local and provincial meetings, and party rituals at which all the

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