China’s Debt China

China’s Debt Bonfire is a Disaster in the Making

Guest post: China’s Debt Bonfire is a Disaster in the Making by Jonathan Rochford, CFA Portfolio Manager of Narrow Road Capital Pty Ltd

China’s debt bonfire has been building for decades, but recent news and data points to it growing faster than ever with a greater risk of becoming an economy scorching inferno. There’s three key components to this analogy, the wood, the accelerant and the matches.


China's debt bonfire: The wood
Firstly the wood, which is an ever-growing stockpile of . . .


This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here

If you are subscribed and having an account error please clear cache and then cookies if that does not work email and we will get back to you as quick as humanly possible

Saved Articles

Are you a smart investor? Join tens of thousands of sophisticated investor reading our authoritative free newsletter

* indicates required

Opt out of occasional 3rd party offers

Congrats! Are you a smart person? We have a limited time offer for sophisticated and loyal readers like yourself.

Sign up today and get three months free

Use coupon code VIP19 or click on the button below

Limited time offer only expires 8/31/2019 or next 30 now just 7 subscribers whichever comes first – please do not share this discount with others