1 + 1 does not always equal 3 when talking about the Chinese economy, is the conclusion of a recent Bloomberg interview conducted with Charlene Chu, a senior partner at Autonomous Asia, and “star analyst”. China’s shadow banking problem Chu, who was among the first to warn about China’s shadow banking problem while at Fitch Ratings, said the situation is only worsening. China is the biggest debt bubble the world has ever seen and she said the fundamentals in the country continue to deteriorate and a debt bubble is forming that can’t be ignored. “I don’t see how every asset…
China Debt Bubble A Math Problem Without a Growth Answer: Chu
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
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