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Martin Dropkin
Podcast 31 min listen

The Investor's Guide to China podcast: Dealing with China's debt

As China rolls out new stimulus measures, the country’s approach to debt and public spending is back in the spotlight.

Martin Dropkin + 5 others | 3 October 2024

Alvin Cheng
Article 3 min read

China’s corporate bond rally may still have room to run

China’s onshore corporate bonds have had a bull run this year, which we think has further to go.

Alvin Cheng | 28 November 2023

Vanessa Chan
Article 2 min read

Chart Room: Watching for cracks amid pressure on China’s local government finances

Some of China’s local government financing vehicles are struggling to service their debts, but not all LGFVs are created equal.

Vanessa Chan + 2 others | 24 August 2023

Ark Huang
Article 3 min read

Fundamentals: Navigating China’s $10 trillion local government debt market

Fundamentals: Navigating China’s $10 trillion local government debt market

Ark Huang + 2 others | 20 July 2023

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