Morgan Stanley: China Looks To US For “Beautiful Deleveraging” – ValueWalk Premium

Morgan Stanley: China Looks To US For “Beautiful Deleveraging”

From 2009 to 2012, the US entered an era of “ beautiful deleveraging ,” a Morgan Stanley report recently noted, citing “a respected client” who coined the phrase. The concept was a key point of Bridgewater’s Ray Dalio and his debt cycle analysis. Now fast forward to China, where economic central planners are hoping the Asian powerhouse can engineer a similar feat as its leveraged economy. Doing so might require low global interest rates, which could be one reason China has significantly ramped up is purchases of US Treasuries . . .

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