Tag Archives: China debt

Approaching a market top?

Posted on June 25, 2014 by Geoff O'Reilly

A weird complacency seems to have settled over Wall Street. Stock prices are at a record. The S&P 500 broad index, currently at 1950, is remorselessly approaching 2000. It’s been climbing with hardly a pause for breath for more than five years. That’s … Continue reading →

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China’s corporate delusion

Posted on April 8, 2014 by Geoff O'Reilly

In Hong Kong last week I picked up a copy of the Asian Wall Street Journal and came across a story of complete delusion in the State owned corporate sector. Apparently state owned Zoomlion makes construction equipment, half of it … Continue reading →

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Watching China

Posted on March 25, 2014 by Geoff O'Reilly

My post on China at the weekend attracted a bit of interest, so here’s more to ponder … A visual from Zerohedge: By now everyone knows that the Chinese credit bubble has hit unprecedented proportions. If they don’t, we remind … Continue reading →

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China: has the music just stopped?

Posted on March 23, 2014 by Geoff O'Reilly

Whilst we’re all distracted by the extraordinary events in Ukraine and Crimea, and the hunt for MH370, things in China are looking dodgier by the day. In the last 5 years the Chinese have created $16 trillion in credit. That is … Continue reading →

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China’s debt

Posted on January 15, 2014 by Geoff O'Reilly

That China has pumped up it’s economic growth with a huge mountain of new debt is not in doubt. In 2008, the quick debt fueled economic stimulus was proportionately way bigger than any other economy in the world. But the … Continue reading →

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