The Chinese slowdown
China’s massive stimulus from 2009 to 2011 sunk money into projects that are generating little or no returns. The continuing gush of credit allowed companies to paper over these losses […]
Epic Chinese credit bubble
Overall credit has jumped from $9 trillion to $23 trillion since the Lehman crisis. “They have replicated the entire US commercial banking system in five years,” she said. Chinese credit […]
Chinese economy rebalancing
These challenges can be distilled into one statistic: household consumption accounts for only around 38 percent of China’s gross domestic product. via Chinese economy rebalancing.
The poison out of China
According to the World Bank, only one percent of China’s 560 million urban residents breathe air considered safe by EU standards. via The poison out of China.
China – Rising Or Falling?
Important consequences..
China crash imminent?
We don’t think so, but others do, so we kick some tires..
Do we compete with China?
Less than you might think..
China Energy Boom?
Some opportunities here..
Chinese shale gas revolution?
Sifting through the evidence..