Tag Archives | China shadow-banking system

China Is Sending In The Bulldozers

By John Richardson

YOU can spend as much time as you like crunching petrochemicals supply and demand data, but in the end, what will matter the most in China in determining the strength of markets during 2014 will, surely, be …

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Running Away From Complexity

 

By John Richardson

TWO-and-half years ago, the blog was told of a struggling Shanghai shoe-repair shop owner who had mortgaged himself up to the hilt in order to buy three apartments.

“He has taken the risk because he assumes …

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China: 2013 Growth To Slow Again

By John Richardson

A detailed study of some of China’s positive economic data for November adds a lot more weight to the point we made yesterday: The “recovery” is unlikely to last into 2013.

November marked the first time in …

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