The Real World Impact of China's Bond Market

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 much of the Chinese, and even global, economy with it. Chu sits down with One Decision to give her forecast and warnings for 2022 and beyond.