The Largest Official Real Estate Developer In China Is Now In Trouble Too?
The PBOC has managed to drag these issues out longer and pick winners & losers, while real estate prices…
Continue readingThe PBOC has managed to drag these issues out longer and pick winners & losers, while real estate prices…
Continue readingHSBC Bank claims that their exposure to Evergrande is extremely limited…
Continue readingEvergrande is just a microcosm of China’s real estate bubble and shadow banking problems…
Continue readingThere’s a lot of talk about the Yuan price of gold falling out of a price suppression channel. Let’s explore that a bit to see what may be going on…
Continue readingCall it “Shadow De-dollarization” or “Backdoor De-dollarization”, but no matter what you call it, this scheme is pure genius. Here’s the details…
Continue reading“current debt levels make the fragility of the Chinese economy even more sensitive to property market and/or equity market disruptions…”
Continue reading“we are in a very late stage economic expansion cycle and about to enter a very early stage economic contraction cycle.” Here’s why…
Continue readingExaggerating the scale of commodity-financed shadow banking in China supports a bearish stance, because unwinding these deals is expected by the authors of this story to release a flood of […]
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