Latest Emerging Market Viewpoints
From Matt Linsey and the North of South Capital team
Over the past few years we have
come across a considerable amount of research pointing out the risk of an imminent financial crisis in China. Predictions have ranged from “the economy
could just stop”, “the currency is in danger of collapsing” to the “housing market is not sustainable”. The purveyors of these views have ranged from
well-known independent research houses and a number of high profile hedge fund managers to the occasional brave Chinese bank sell side analyst warning
of disaster.
