Monday, April 3, 2017

How a China crash might unfold

As Donald Trump prepares to meet Xi Jingping this week, I am reminded of the long-term challenges that face China, namely its growing debt. There have been many analysts warning of the credit buildup, here is this chart from BCA Research is one of many examples.

While I am not calling for an imminent crash in China, here is a template of how a collapse might occur.

The full post can be found at our new site here.

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