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Market Commentary

A Balance Sheet Approach to China

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.

Speaker

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.
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