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local government financing vehicles (LGFVs)
China Business & Economy
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Indrajit Basu
ANALYSIS: The Shady Underbelly of China’s Local Government Bonds
With local authorities facing cash-flow problems, there are growing concerns about the $9 trillion LGFV debt market.
Feb 29, 2024
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Indrajit Basu
Feb 29
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China Business & Economy
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Aaron Pan
Basic Architecture of Chinese Economy Is Broken, Hedge Fund Manager Bass Says
Kyle Bass warns that China’s real estate problems could result in a crash worse than the 2008 financial crisis that originated in the United States.
Feb 07, 2024
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Aaron Pan
Feb 07
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Thinking About China
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Milton Ezrati
Is More Infrastructure What China Needs?
Beijing has turned to its default means of economic stimulus: infrastructure spending. It may not do the trick this time.
Nov 10, 2023
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Milton Ezrati
Nov 10
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Opinion
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Joseph Yizheng Lian
China’s LGFV Debts Look Awful Until You See Its Market-Sector Debts
Jul 29, 2023
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Joseph Yizheng Lian
Jul 29
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