Politics and the financial crackdown have elbowed economic concerns aside for now, but not for long
China’s latest GDP report states that the economy grew by nearly 7 per cent in 2017 but the official statistics are misleading and manicured
Rapid growth in assets has to be matched by equally rapid growth in liabilities. And this is China’s Achilles’ heel.
First published: Prospectmagazine.co.uk article, 16/05/2016
How long until the country faces up to its financial instability?
First published: Financial Times, 29/04/2016
Credit build-up will end with serious consequences for the global economy
On one of my first trips to China in the early 1990s,
First published: Prospectmagazine.co.uk, 25/01/2016
“Recessions normally follow a marked drop in job creation—but the opposite is happening”