#3 Mr Trump, is China a currency manipulator?

10/17/16 • 22 min

You’ve probably noticed that during the first US presidential debate, besides “China” you can quite often hear the world “currency manipulator”. Indeed, besides claiming that China was ”stealing US jobs”, Donald Trump’s condemns China as a currency manipulator. Well is China a currency manipulator? Let’s find out. In this episode of China Economy Podcast we will answer the following questions: 1) What is a currency manipulator? And what does that imply for the US and China? 2) How did the Chinese foreign exchange regime evolve during past decades? 3) What is the Chinese foreign exchange regime today? 4) Let’s fact check and answer to Donald Trump’s claim, is China a currency manipulator? Visualize data

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#2 How the Chinese stock market ruined my vacation

In June 2015 Chinese stock market has entered in a period of strong volatility triggering concerns in China and worldwide. After a year of strong increase, the market crashed two times in six months. I was about to take a week of vacation when all that began... We will answer in this episode of China Economy Podcast the following questions: 1) What was going on this summer? 2) What has triggered the market crash? 3) Why on the first trading day of 2016 did the market crash a second time? 4) What is the impact of the market crash on Chinese economy and on world economy?

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#4.1 Will China face a banking crisis? Part 1

To visualize data go to chinaeconomypodcast.com In 2016, China has gradually started to unveil details of a restructuring plan of the national banking sector. The amount of bad debt on banks’ balance sheet has continued to rise as the economy is slowing down. Many commentators have shown concerns about rising risk in the banking sector. There is a precedent, in the 90’s the banking sector balance sheet was particularly alarming and the sector was entirely restructured to avoid a banking crisis. That lead to the question: Will China face a banking crisis? We will answer in this episode the following questions: 1) How did the level of bad debt and risk evolved in the Chinese banking system? 2) What caused the degradation of the financial situation of Chinese banks? 3) How did banks’ exposure to shadow banking evolve? 4) What is the government’s plan for the banking sector and what effects can we expect?