China’s credit binge is the real concern By George Magnus Posted on January 11, 2016 In China China, China debt 0 First published: Financial Times, 11/01/2016 Massive accumulation of debt has received passive attention at mostThe volatility in China’s equity and currency markets in the first week of 2016 was reminiscent of August 2015,Continue reading...
China’s bid to join the SDR is simpler than lowering debt dependency, and managing implications of the Party’s subordination of government By George Magnus Posted on August 5, 2015August 6, 2015 In Other, Viewpoints China, China debt 0 First published: 5th August, 2015It never rains but it pours.Continue reading...
The contradiction at the heart of China’s growth strategy By George Magnus Posted on March 14, 2015 In Viewpoints China, China debt 0 First published, 14/03/2015 This is a longer version of the article published in the Financial Times on 12/03/2015China set a new lower growth target of ‘about 7 percent’ at this year’s annual session of the National People’s Congress.Continue reading...
The contradiction at the heart of China’s new growth target By George Magnus Posted on March 14, 2015 In China China, China debt 0 First published: The Financial Times, 12/03/2015 Rising debt levels threaten both financial and economic stabilityFor a longer version of this article please visit my Viewpoints blog:China set a lower growth target of “about 7 per cent” at last week’s session of the National People’s Congress.Continue reading...
Fiscal woes, debt overhang but no crash By George Magnus Posted on March 9, 2015 In China China, China debt 0 First published: China Daily Europe, 6/03/2015Economist sees a difficult transition,Continue reading...