China Credit Concern Rises Again

China credit concern, once heard at a fever pitch, have been dulcet for much of 2016. Looking at bond defaults, for instance, they dropped noticeably for much of the summer and fall. But concerns are once again on the rise in the planned economy, a Goldman Sachs report notes as it reiterates a recommendation not to hold Chinese debt. Goldman's concern mirror similar regional concerns raised by Morgan Stanley, as reported in ValueWalk.

Also see

China’s $34 Trillion Experiment Is Blowing Up

China credit concern increased after rapid interest rate boost

Perhaps it was the calm before the storm. After several months of moving decidedly off investor radar screens, Chinese credit is back front...