Victor Shih by Fantake via Flickr Despite three trillion US dollar in foreign reserves, China’s banking system is more fragile than you would think when you look at that figure only, tells Victor Shih at the Institute for New Economic Thinking. Much of China’s wealth is concentrated with very few.Read More →

Shaun Rein     by Fantake via Flickr Bot real estate prices and A-shares in China keep on getting investors attention, but as the country prepares for stress tests of their banks, Shaun Rein expects the government will be able to channel fears about the debts of central and localRead More →

Victor Shih Fantake via Flickr Professor Victor Shih from the Northwestern University is the main investigator, looking for China’s sky high debts after its financial rescue operation. In Business Week Shih explains where China is hiding its debts, and why there might be more than even he can find, especially atRead More →

Shaun Rein     by Fantake via Flickr Shaun Rein, managing director of the market research group CMR, might be in general optimistic about China’s economic development, at CNBC he cautions against too many bears on the road for China’s Agricultural Bank, also called AgBank or ABC. The bank performedRead More →

Ann Rutledge is a founding principal and CEO of R&R Consulting, which is a pioneer in dynamic structured credit modeling tools. An adjunct assistant finance professor at The Hong Kong University of Science and Technology in Hong Kong, Ms. Rutledge has consulted to high-level representatives of China’s MIIT (Ministry of Industry and Information Technology), CCDC (China Bond), CFOs of large SOEs, SOE banks and security companies, municipal and commercial leaders of Hangzhou, Tianjin, Shanghai and Beijing cities, and national accounting and statistics bureaus under the Ministry of FinanceRead More →

Sara Hsu is an expert on Chinese shadow banking and economic development. Dr. Hsu has coauthored two books on shadow banking, Informal Finance in China: American and Chinese Perspectives (2009) and Chinese Shadow Financial System (2012; in Chinese). She travels from New York.Read More →

Victor Shih is assistant professor political science at Northwestern University and aleading specialist on China’s financial systems. Victor Shih has also consulted for the US government and the private sector on risk scenarios and “black swan” events related to China. He travels from Evanston, Ill.Read More →

Arthur Kroeber is a respected writer and commentator on Chinese economy and Chinese companies. He has been the managing director and head of research at Dragonomics since 2002. He is also a regular contributor to the opinion page of the Financial Times and a consultant to Oxford Analytica. His articles have also appeared in the Economist, the Far Eastern Economic Review, Wired, and other publications. He travels from Beijing.Read More →