Thought Leadership Research

On a quarterly basis, Whitehelm publishes proprietary research on current issues facing the infrastructure sector, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios

Research Listing

CHINA’S CREDIT CONUNDRUM

CHINA’S CREDIT CONUNDRUM

May 2017

China’s debt to GDP ratio has risen from 144% in 2007 to 260% today, in large part because the country has become addicted to credit to meet its lofty growth targets. We explore whether China’s debt pile is sustainable over the medium to long term, and the potential implications.

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