View From The Peak – China debt

Featuring Paul Krake

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

Published on
24 October, 2014
Topic
Financial System, China
Duration
37 minutes
Rating
5

Comments

  • DR

    De R.

    22 6 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 6 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 11 2014 19:28

    0       0

    Thanks for kind words!

  • pk

    paul k.

    4 11 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 10 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 10 2014 13:32

    3       0

    Balanced perspective on a highly complex topic. loved it! Best video so far in my opinion.