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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

Catherine Yeung
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.

Catherine Yeung + 7 others | 11 March 2024

Catherine Yeung
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.

Catherine Yeung + 7 others | 7 February 2024

Claire Xiao
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.

Claire Xiao + 3 others | 25 January 2024

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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