In Depth
A bubble, a banking crisis or a soft landing?
- Published 11 Feb 2010
Inflation, surging asset prices, overcapacity, hidden local debts, non-performing loans and tightening liquidity. Is this a 'China bubble' about to burst?
Almost everyone, it seems, has an opinion on the subject of China's 'bubble'. Our thoughts have been covered piecemeal in previous issues, but here is an expanded, one-stop shop overview. For those in a hurry, the summary is:
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Consumer China
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Beijing Wangfujing Department Store
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Golden Eagle Retail Group
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Flows to China remain down
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Guest Column
A long-term China bull
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The Best of Chinese Commentators
'New generation' migrants
Bank shares in 2010
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Editor's View
A New Year
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