Corporate debt


Rehab – China is tackling its debt binge

Something remarkable has happened over the past two years: China has started to tackle its addiction to debt. With the authorities finally addressing China’s biggest economic weakness, the medium-term risk to the Chinese (and global) economy should be on the decline.

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Easier credit – better growth?

It has been a long slog, but the banks finally appear in a stronger position to resume lending! One of the most important inputs into our global lead indicator model is bank lending conditions - does that mean we can expect better growth?

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