All into Account: Debt, default, devaluation: Implications for China’s financial markets

In this podcast we discuss the substantial outflows and volatility impacting China’s financial markets since 2022.  China’s regulatory policies and debt burden have raised concerns and authorities have announced numerous measures to “activate capital markets” and support policy targets since August. We continue to view risks of global financial market spillovers as muted.

 

Speakers

Joyce Chang, Chair of Global Research

Haibin Zhu, Chief China Economist

Karl Chan, Head of China Property Developers Research

Katherine Lei, Head of Greater China Bank Research

Soo Chong Lim, Head of Asia Credit Research

 

This podcast was recorded on Oct. 3, 2023.
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