The Financial Silk Road – Assessing Future Chinese Monetary Policy and Capital Flows

by Michael J. Howell16. November 2016 09:52

China is again under attack from the doomsters. Too much debt; a housing bubble; too much reliance on unproductive credit for GDP growth; rising wages; a collapsing Yuan; accelerating ‘flight capital’ …. The list goes on. In this report, we reiterate our views that, although we can foresee future challenges, the near-term investment outlook looks surprisingly good. And the slated US$4 trillion OBOR (One Belt, One Road) programme will be central to addressing China’s medium- and long-term challenges and delivering sustainable GDP growth.


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