China Debt

There are many interesting opportunities in China that investors can explore.

(Oct 11): A key Chinese initiative to rein in the world’s largest corporate-debt load has been a program swapping some loans into equity stakes. As the initiative gets going, however, it’s becoming clear the debt isn’t really going away.

(June 6): There’s been no shortage of bad news when it comes to China’s massive debt pile, from turbulence in the corporate bond market to last month’s sovereign rating downgrade by Moody’s Investors Service.

SHANGHAI (May 19): Global banks are redoing the math on the apparent slowdown in Chinese borrowing in April to include 1 trillion yuan ($211 billion) of regional government notes. The conclusion: the debt binge is far from over.