China Debt Situation Gets Worse And Other EMs Start To Struggle

Rupert Hargreaves

Published onAugust 1, 2016

Updated on May 14, 2021

The following is a guest post from Jonathan Rochford, CFA Portfolio Manager of Narrow Road Capital Pty Ltd.

China debt situation gets worse and other EMs start to struggle

One article this month pretty much summed up the overbuilding issue in China. In aggregate, Chinese cities are planning for 3.4 billion people in 2030. That’s three times the existing population and forecast population growth is minimal. Peak urbanisation may have arrived for China, the substantial slowdown in wage inflation is a strong indicator that the demand for labour is flat at best. This aligns with recent reports of a substantial increase in the unemployment...

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Rupert Hargreaves

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha

China Debt Situation Gets Worse And Other EMs Start To Struggle

China debt situation gets worse and other EMs start to struggle

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