With $1.2 trillion needing to be rolled over this year, the threat of a funding crunch is rising.
The economy started slowing in September, and has only worsened since then.
The years of enormous debt growth are catching up with China.
China's Yuan Policy Is a Bad Kabuki Play
Beijing is wavering on its commitment to restrict debt as stock and commodity markets slump.
Domestic policies such as reining in credit and investment-driven growth are having a much bigger impact on the economy.
China’s Fighting the Wrong Battle for the Yuan
Treating massive projects as disposable does the economy no favors.
China Must Get to Grips With Dodgy Data
As the trade war between the U.S. and China drags on with new tariffs, we need to ask ourselves: What do they want?
A new Nafta might leave Beijing at a disadvantage, even isolated.
Channeling Tom Selleck, China Tries Reverse Mortgages
Rising Interest Rates Challenge China’s Growth Model
Chinese lending pushes Pakistan to seek $12 billion bailout from the International Monetary Fund, its largest one yet.
Worries about competitive devaluation are almost certainly misplaced.
On a scale of 1-10, how serious are President Donald Trump’s latest trade threats against China? Serious enough.
Chinese Savers Won’t Save China
China has never accepted the liberal order – or its values.
The government has hatched another misguided response to sky-high prices.
Tax Cuts Feed China’s Consuming Passion
A new lending scheme will buy some time. But it can’t fix larger problems.