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Is China's Economy Really Collapsing? The RMB, Property, Local Debt and Banks
An August 2023 snapshot of the RMB, property debt, local government borrowing, banks and liquidity, with blunt forecasts for the year ahead.
Bloggerary
Aug 17, 20232 min read
China Economic Forecast: July 3, 2023
A July 3, 2023 forecast on the RMB, US-China relations, chips, property, stimulus and liquidity in China's economy.
Bloggerary
Jul 3, 20233 min read
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