Special Report
Chinese Deleveraging? What Deleveraging!
The fundamental reason behind the debt buildup in the Chinese economy is rooted in its high savings and banking-centric intermediation system. It is wrong to focus solely on the liability side of the economy. Viewed from a balance sheet perspective, China's debt situation is much less dire than commonly perceived.
BCA Research | China Investment Strategy
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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