Predicting China’s economic collapse is a popular contrarian pastime, but not a productive one. It’s true that her manufacturing days are dwindling and her addiction to credit begs for a collapse in asset values. But, it just hasn’t happened and talk of China trumping the isolationist US is now commonplace.
– Is a China debt crisis ever coming?
– What are current investment themes in China?
– How would a US-China trade conflict impact markets?
Take a look as we celebrate the New Year by examining the spectrum of forecasts, from China crumbling under infrastructure over-commitments to China overtaking the first world.