Kyle Bass Takes On China

  • Kyle Bass is arguing that China’s debt situation is much worse than that in the US before the 2008 financial crisis and is about to get very dangerous.
  • There are reasons to believe the situation is not as dire as Bass argues.
  • However, what is dire and immediate is the policy dilemma that is facing the Chinese authorities as a result of all that debt.

Kyle Bass Takes On China | Seeking Alpha