China’s Debt Bonfire is a Disaster in the MakingRupert Hargreaves
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 . . .
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