Ted Osborn

Latest from Ted Osborn

Macroscope | Pressure on China’s banks to report bad debt is good news for foreign investors 

China’s banking regulators are making it harder for banks to hide their NPLs. As a result, more bad debt portfolios will be sold to asset management companies and, ultimately, foreign investors.

2 Apr 2018 - 10:24PM

China’s banking regulators are making it harder for banks to hide their NPLs. As a result, more bad debt portfolios will be sold to asset management companies and, ultimately, foreign investors.

Pressure on China’s banks to report bad debt is good news for foreign investors 
China must resolve its bad loans, not disguise them

Everyone knows China has a bad debt problem. Since 2008, trillions of yuan of new loans have been pumped into the economy via the banks and a good chunk of it is expected to go bad.

20 Jul 2018 - 2:53PM

Everyone knows China has a bad debt problem. Since 2008, trillions of yuan of new loans have been pumped into the economy via the banks and a good chunk of it is expected to go bad.

China must resolve its bad loans, not disguise them