View From The Peak – China debt

Published on
October 24th, 2014
Duration
37 minutes

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5

View From The Peak – China debt

The Interview ·
Featuring Paul Krake

Published on: October 24th, 2014 • Duration: 37 minutes

Paul Krake of View from the Peak discusses the Chinese debt dynamics with Sloan Fellow Paul Jeffery.

Comments

  • DR
    De R.
    22 June 2015 @ 07:22
    0 0
    Furthermore when the government raised the limit of min. deposit to 50% for home purchases, developers began to use financial gimmicks to subsidize 40% of deposits. No, its not soothing as he claim.
  • DR
    De R.
    22 June 2015 @ 07:17
    0 0
    I would disagree that the household debt is at manageable level, since a lot of the home purchase money comes risky WMP which in itself is leveraged and invested in properties.
  • pk
    paul k.
    4 November 2014 @ 19:28
    0 0
    Thanks for kind words!
  • pk
    paul k.
    4 November 2014 @ 19:28
    0 0
    The productivity issues will be huge going forward. They effectively have a full employment policy due to social stability and that doesn't work in a world where tech replaces labor everyday.
  • sp
    shashwat p.
    28 October 2014 @ 07:09
    2 0
    Good Stuff. As investors on ground i completely agree. The buhaha surrounding the shadow banks in China is preposterous. China has a productivity issues rather than debt problems.
  • SF
    Stefano F.
    25 October 2014 @ 13:32
    3 0
    Balanced perspective on a highly complex topic. loved it! Best video so far in my opinion.

Chapters

  1. 00:00:50
    China Debt Framework
  2. 00:21:40
    Shadow Banking
  3. 00:25:15
    Property Sector
  4. 00:28:29
    Funding Debt