Nicholas Borst explains that a balance sheet approach to analyzing the Chinese economy yields important insights into the country’s financial risks and overall resiliency.
- Nicholas Borst, Vice President and Director of China Research
This approach of balance sheet analysis sheds light on China’s weaker balance sheets, including state-owned enterprises, local governments, and property developers. For Chinese policy makers going forward, the challenge is how to resolve these weaker balance sheets without impacting other parts of the economy.
- The views and information discussed in this video are as of the date of publication, are subject to change, and may not reflect Seafarer’s current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. It should not be assumed that any investment will be profitable or will equal the performance of the portfolios or any securities or any sectors mentioned herein. The subject matter contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation. Seafarer does not accept any liability for losses either direct or consequential caused by the use of this information.