China’s Credit System Is Broken — What the Data Says in Our Strategy
Автор: Independent by Design - The Builders Lens
Загружено: 2026-01-19
Просмотров: 2
Описание:
In this episode, we break down new data from China showing a deepening credit and banking crisis beneath the surface.
What we cover:
✔ Why household credit in China has collapsed
✔ Why bank recapitalization wasn’t stimulus
✔ What China Vanke reveals about systemic stress
✔ Why low bond yields signal deflation, not recovery
✔ Why the yuan is rising for the “wrong” reason
This episode translates the original analysis into Our Strategy’s five-phase framework, focusing on credit transmission, policy constraints, and global spillover risk.
Original video reviewed:
• You Won’t Believe What Just Happened To Ch...
Go watch the original video for full technical detail. This episode focuses on how the signal fits into Our Strategy.
This is educational content only and not financial advice.
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