Simon Hunt: China’s Credit Conundrum

Featuring Simon Hunt

Simon Hunt returns with the third in the series with a year-end look on China, from credit and manufacturing to gold and the yuan. Simon touches on ominous indicators in the US, offers a new perspective on the bull dollar, and ends with geopolitical and macroeconomic predictions for 2015 – a thought-provoking kick-start to the new year.

Published on
9 January, 2015
Financial System, China
48 minutes


  • FA

    Frazer A.

    11 8 2015 13:48

    1       0

    Love to have a contrarian opinion, think he's off the mark on rmb. I would love a round table discussion on China with, Mark Hart, Albert Edwards, Simon Hunt and Louis Gave.

  • MF

    Mike F.

    15 2 2015 11:14

    6       0

    I've just sat and watched all 3 Hunt interviews and thus far he has been consistently wrong on nearly everything. I guess time will tell but I for one am not convinced. RTV: Needs 'filmed on' date.

  • KC

    Ken C.

    22 1 2015 19:15

    5       0

    I would love to get Louis Gave and Simon Hunt in the same room to discuss the world according to each.

  • BH

    Brian H.

    17 1 2015 19:44

    3       0

    In light of where the dollar, euro and yen are today ( breaking Mr Hunt's key levels) I would love to hear a timely update of his thoughts. It seems to me much of his thesis rests of a weaker dollar

  • KA

    Kelly A.

    12 1 2015 23:38

    1       0

    I originally gave up on this interview part way through because it wasn't resonating w me. Read your comments & so restarted & am so glad i did. Really interesting bits are in last third, i think.

  • CY

    C Y.

    12 1 2015 17:04

    4       0

    A thoughtful piece from a man who understands that the simple narrative to complex situations is almost always wrong. This is a must watch piece.

  • ac

    adam c.

    12 1 2015 07:59

    1       2

    A couple of thoughts, 1). Where does India fit into this? 2) is china innovative? It needs to steal ip like hacking NZ's NIWA climate model, but how can robotic rote learning clones innovate?

  • ac

    adam c.

    12 1 2015 07:17

    3       0

    I think Grant made pertinent points. FX rates are not absolute economic variablebut relative. Other countries want to be dominated by China ? Living in Asia I a sure you no one trusts mainland China.

  • NS

    Nico S.

    11 1 2015 23:26

    2       1

    Not sure how a strengthening of the Euro can possibly happen when Mr. Draghi has noted a significant QE program on the horizon. Maybe 2-3 years from now, but certainly not over next 1-2 years...

  • FL

    Frank L.

    11 1 2015 18:49

    3       0

    Wow! Simon has nailed the big picture for the next 2 years! Gold will become the big story and its manipulation by the Central Banks will be part of it.

  • sa

    santosh a.

    11 1 2015 07:42

    4       0

    It would be useful in these interviews to ask the question as to what facts would change their opinion. I would want to know Simon's opinion of China's gargantuan credit edifice and if it topples?

  • JS

    John S.

    9 1 2015 21:37

    5       0

    Love hearing the carefully considered views of Simon. Outstanding discussion!

  • KT

    Kevin T.

    9 1 2015 18:16

    26       0

    I like that Grant provided a bit of devils advocate to give the other side of what Simon was saying. It lets the viewer decide which view seems more likely to them.

  • PW

    Phil W.

    9 1 2015 17:59

    2       0

    Always good to get the 30 thousand foot view of this great game we are in. I do agree with Mr Hunts views. Where will it lead us, time will tell!

  • CC

    Christopher C.

    9 1 2015 17:39

    3       0

    My favorite quote from Kyle Bass so far is, "A rolling loan gathers no loss." Roll or die.

  • PR

    Peter R.

    9 1 2015 16:52

    8       0

    Interesting to hear someone with a distinctly contrarian view of the world some aspects of which I agree with and some I find baffling. Time will tell. Same time next year please.