The bears are out in full force again, as the growing burden of governmental debts is possibly pulling the Chinese economy down. Some media even suggested China is heading for its own Lehman debacle. Is that true, of just part of the spinning inevitable before the Third Plenum is gathering in November for its key meeting on China’s reform. Can and will the government bail out the banks and local governments?Read More →

The latest fiscal crisis in the United States worried China, but there is very little that can be done by China, says economic analyst Arthur Kroeber in the News Oberver. Although there is clear resentment against a world following rules set by the US, China also profits from it, he adds.Read More →

The party is over for Chinese banks, shadow banking expert +Sara Hsu concluded (together with co-author Andrew Collier) at the EastAsiaForum.com. Regulator can no longer turn a blind eye, as loans put local governments and private lenders into trouble.Read More →

China’s GDP has depended largely on huge investments in infrastructure, rather than consumption. Economic analyst Arthur Kroeber argues in IBNLive that this policy is not longer possible, although ending it might be a tough call as the political transition asks for stability. Read More →

The financial crisis in both Europe and the US is deepening, so it is no wonder that the November top-10 of most sought-after speakers has a few of our financial specialists on top. Both Shaun Rein and Victor Shih have been trying to dispel especially European hopes China could bail their economy out.Read More →