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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.
Podcast
34 min listen
The Investor's Guide to China podcast: Cities and migration
Where people live within China - and why - is fundamental to understanding the country’s changing demographics.
Podcast
30 min listen
The Investor's Guide to China podcast: China's bond market
Catherine Yeung and Marty Dropkin tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market.
Article
5 min read
How China keeps its debt in order
What is the fiscal firepower of the Chinese government? Depends on how much debt you think China really has. Our analysis is revealing.
Article
3 min read
Fundamentals: Navigating China’s $10 trillion local government debt market
Fundamentals: Navigating China’s $10 trillion local government debt market
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