Category Archives: debts

Liu He: supporter of Xi’s state-driven economic agenda – Arthur Kroeber

The appointment of Liu He as president Xi Jinping’s economic top man has started speculations on his political direction, including a restart of reforms. We should not expect Liu to divert too much from the state-driven economic agenda Xi has already set out in the past few years, says leading economist Arthur Kroeber, author of China’s Economy: What Everyone Needs to Know® to the New York Times.

Stimulus will remain in China’s toolbox – Victor Shih

China’s government seems eager to control debts, even when it means a mitigation of economic growth. But the financial stimulus will remain a trusted tool in the country’s financial toolbox, in case growth drops too far, says financial analyst Victor Shih at the Deutsche Welle

Local debts keep rising, but will not cause financial crises – Victor Shih

China faces a financial dilemma, as it wants economic growth, and forces local governments to borrow more money, against the wishes of the central government, says financial and political analyst Victor Shih in the CeMEAS Conversations on China’s economic future. But external threats to the country’s stability do exist, he adds. 

Financial experts at the China Speakers Bureau (updated)

Now a massive row of Chinese companies, including Alibaba, are preparing for IPO´s, both at home at abroad, insights in China´s financial industry are more important than ever,

The government wants to allow market forces to decide what financial direction the country is taking, and because more than even capital is owned by Chinese citizens, just looking at what the central government in Beijing is doing, is not longer good enough.

Stabilizing risks: key for financial reforms – Sara Hsu

President Xi Jinping has promised more financial reforms, but financial analyst Sara Hsu says managing risk is key, over the need for reform. Fintech, debts and due diligence are some themes in the next five years of China’s financial development, she adds at the state broadcaster CGTN.

Why China is a Ponzi scheme – Victor Shih

Calculating China’s debt has been a major political game, and political analyst Victor Shih claims the country’s debt “around 328% of GDP in May”, writes Livemint. The central bank overcalculated banking assets, he says.

China: not heading for a financial crisis – Arthur Kroeber

Debt levels and slower GDP growth are China not pushing into a financial crisis, as some experts want us to believe, says renowned economist Arthur Kroeber in the South China Morning Post. ““There is a double standard at work here, where people have invented the concept of productivity of credit to say bad stuff about China.”

Why so many financial scams are emerging – Victor Shih

Financial scams are emerging in China on an epidemic scale. Rising costs of living have enticed many to join these scams, says Victor Shih, associate professor in political economy and China expert at the University of California San Diego to the BBC. Local government did not step in.

Why property will remain a safe investment – Sam Crispin

The Chinese government tries to curtail irrational investments, but domestic real estate is certainly not at the hackblock, says real estate expert Sam Crispin in Knowledge GKGSB. The government cannot afford to kill the goose laying golden eggs, he says.

Investors need to be political experts too – Shaun Rein

After record-breaking Chinese investments in 2016, the Chinese government started to pull their financial reins, ahead of a major political decision making conference this Autumn. For investors reading political tea leaves has become as important as analyzing the stock markets, says business analyst Shaun Rein in the South China Morning Post.