54 min
China’s Economy: Evergrande a canary in the coal mine? One Decision
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- Politics
Ten years ago, Charlene Chu, dubbed the 'rockstar of Chinese debt analysis' sent shockwaves across the world by sounding a warning over China's escalating debt problem and the risk it presented to the global financial system. Today, two years after the outbreak of the covid pandemic, in the midst of a war in Europe, and a worldwide supply-chain and energy crisis, President Xi is grappling with his zero-covid policy and easing China back into business. But one of the biggest worries that senior analysts like Chu have, is the precarious property bubble that threatens to burst - potentially taking much of the Chinese, and even global, economy with it. Chu sits down with One Decision to give her forecast and warnings for 2022 and beyond.
Ten years ago, Charlene Chu, dubbed the 'rockstar of Chinese debt analysis' sent shockwaves across the world by sounding a warning over China's escalating debt problem and the risk it presented to the global financial system. Today, two years after the outbreak of the covid pandemic, in the midst of a war in Europe, and a worldwide supply-chain and energy crisis, President Xi is grappling with his zero-covid policy and easing China back into business. But one of the biggest worries that senior analysts like Chu have, is the precarious property bubble that threatens to burst - potentially taking much of the Chinese, and even global, economy with it. Chu sits down with One Decision to give her forecast and warnings for 2022 and beyond.
54 min