The following is a guest post from Jonathan Rochford, CFA Portfolio Manager of Narrow Road Capital Pty Ltd. Value Interview: Narrow Road Capital [Pt. 1] Value Interview: Narrow Road Capital [Pt. 2] China debt situation gets worse and other EMs start to struggle One article this month pretty much summed up the overbuilding issue in China. In aggregate, Chinese cities are planning for 3.4 billion people in 2030. That’s three times the existing population and forecast population growth is minimal. Peak urbanisation may have arrived for China, the substantial slowdown in wage inflation is a strong indicator that the demand for…
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