If the Chinese Communist Party doesn’t handle the property giant’s default carefully, the economic and political consequences could be seismic.
China must resist cheap money temptation
First published: ft.com, 1/10/2014
Lower borrowing costs are the last thing needed to rebalance economy
The democracy protests in Hong Kong are unlikely to unhinge global markets so long as there is a peaceful outcome.
Xi Jinping’s Pure Party
First published: Project Syndicate, 24/09/2014
China’s annual growth rate has recently increased from below 6% at the start of 2014 to around 7.5% in the second quarter,
This time China’s property bubble really could burst
First published: The Financial Times, 12/05/14
Beijing’s reluctance to enact stimulus programmes is unlikely to hold
Chinese property is the most important sector in the global economy.