Columnist

Andrew Brown

Andrew Brown is a partner for macro and strategy at ShoreVest Capital Partners

Foreign investors have been locked out of China’s corporate bond market. Photo: Reuters

Investor Relations

Too big to ignore: the internationalisation of Chinese balance sheets

27 Aug 2017 - 6:27pm

Transforming Victoria Harbour with "10 Million Bubbles" opening ceremony at the Ocean Terminal Forecourt, Harbour City in Tsim Sha Tsui. Photo: SCMP / David Wong

Opinion

Will China’s consumer market become the next credit bubble?

4 Aug 2017 - 10:40pm 11

‘As the November 30 deadline draws near, the probability of event risk rises, and it is entirely possible that stock and bond markets could meaningfully sell-off’

Opinion

Is China approaching a Lehman moment?

14 Jul 2017 - 10:46pm 12

Regulators are stepping up enforcement on financial institutions in an effort to confront problem loans and clean up balance sheets. Photo: AP

Opinion

China has a bold plan to tackle bad bank loans

2 Jun 2017 - 10:35pm

Foreign investors hold only 1.5 per cent of China’s debt market, well below an 11 per cent norm implied by IMF data. Photo: AFP

Business

Four reasons China is opening its bond market to the world

20 May 2017 - 11:00am

China’s big challenge is to orchestrate an orderly unwind of a US$3 trillion credit bubble. The skyline of Beijing's central business area. Photo: Reuters

Companies

China can deflate the world’s largest credit bubble in an orderly fashion

5 May 2017 - 10:44pm 6

‘China’s investment efficiency has deteriorated to the point that...every 1 yuan in new fixed asset investment is now creating only 7 fen in GDP’

Opinion

China’s credit excess is unlike anything the world has ever seen

21 Apr 2017 - 10:42pm 15