A correction in China’s over-heating property market will dampen China’s growth.
Corporate failure is a hallmark of capitalism, so the news that a struggling Chinese company had defaulted is a real milestone.
Even if China does experience a hard-landing, says Matthew Lynn, it won’t matter much to anyone else.
Credit and bad loans have put the breaks on China’s rampant growth.
Chinese growth has slowed again towards the end of 2013, while local government debt has soared.
A push for reform in China will give a huge boost to stocks, says David C Stevenson.
David Cameron led Britain’s biggest-ever trade mission to China this week in a bid to drum up demand for British exports.
China has launched the most radical reforms in more than 30 years, easing social controls and paving the way towards a free-market consumer economy.
China’s Communist Party has produced “its most wide-ranging and reform-tinged proposals for economic and social change in many years”.
China is cheap. And with radical reforms on the table, it’s time to buy, says Merryn Somerset Webb.