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Podcast: One Decision
Episode: China’s Economy: Evergrande a canary in the coal mine?
Description: Ten years ago, Charlene Chu, dubbed the 'rockstar of Chinese debt analysis' sent shockwaves across the world by sounding a warning over China's escalating debt problem and the risk it presented to the global financial system. Today, two years after the outbreak of the covid pandemic, in the midst of a war in Europe, and a worldwide supply-chain and energy crisis, President Xi is grappling with his zero-covid policy and easing China back into business. But one of the biggest worries that senior analysts like Chu have, is the precarious property bubble that threatens to burst - potentially taking...