China’s Ultimate Debt Holders—Not the Borrowers
Sara Hsu, Guest Blogger In China, things are not looking pretty. Debt is high among corporations and local, provincial, and state governments—up to more than 25 trillion RMB among governments in 2012...
View ArticleChina’s Speculation Problem
Sara Hsu In 2008, I came up with a concept that I refer to as the “speculative spread,” which states that if the relationship between shadow banking (non bank financing) and production (GDP), on the...
View ArticleWill China’s Trusts Get ‘TIC’ed?
Sara Hsu As China’s economy rapidly changes, we ask: Will the trust companies that currently operate in the shadows undergo the dramatic restructuring that the country’s Trust and Investment Companies...
View ArticleWill China’s Trusts Get ‘TIC’ed?
Sara Hsu As China’s economy rapidly changes, we ask: Will the trust companies that currently operate in the shadows undergo the dramatic restructuring that the country’s Trust and Investment Companies...
View ArticleAssessing Risk in China’s Shadow Banking System
Sara Hsu A vague panic has overcome many analysts when discussing China’s shadow banking sector. The sector has even been referred to as a “ticking time bomb” by some. Other analysts say there is...
View ArticleChina’s Wealthy Getting Richer in a Declining Economy
Sara Hsu As China’s economy declines, inequality is growing. A recent study by Yu Xie and Xiang Zhou finds that China’s Gini coefficient surpassed 0.50 in 2010, remaining high through the present...
View ArticleChina’s Growth Potential
Sara Hsu In the news, we have heard about China’s need to rebalance its economy, its slowdown in GDP growth, its debt buildup, and its government’s vague outline for economic reform. There is a great...
View ArticleChina’s Government Land Exposé
Sara Hsu A farmer works the land in Southern Guangxi Province. Source: Author. China’s National Audit Office, under the direction of the cabinet, recently launched an audit to review funds from land...
View ArticleUnderstanding China’s Stock Market, Post-Alibaba
Sara Hsu Recently, Chinese e-commerce giant Alibaba officially listed on the New York Stock Exchange in the United States, and not on the Shenzhen or Shanghai stock exchanges in mainland China, to the...
View ArticleUnderstanding China’s Stock Market, Post-Alibaba
Sara Hsu Recently, Chinese e-commerce giant Alibaba officially listed on the New York Stock Exchange in the United States, and not on the Shenzhen or Shanghai stock exchanges in mainland China, to the...
View Article
More Pages to Explore .....