China Triggers and Signals

Diana Choyleva, founder of Enodo Economics has been one of the most bearish analysts on China in 2017, despite signs that Chinese authorities are making a real effort to push through reforms and reduce leverage. She observes that while Beijing is keen on containing currency and equity market volatility, China’s painful adjustment after the financial crisis and Beijing’s recent deleveraging efforts have taken a toll on the economy. As a result, interbank market stress, defaults and labour market unrest are likely to be the main triggers of China risk leading to rising global risk aversion In this report, she also outlines some of the key data she is watching for signals. If you’d like access to this report, click below to contact Enodo directly.