Strategy China - Potential downturn is a major risk for markets in 2017
China's economy has been increasingly credit-driven in recent years, leading to skyrocketing asset prices (e.g. housing, WMPs).
In addition, reduced liquidity following capital outflows tightens financial conditions.
The scenario of financial instability in China poses a great threat to the global growth outlook in 2017.
This report analyzes the housing market, construction sector, liquidity risk and credit risk, in order to assess the possibility of a cyclical downturn in China and the implications for the rest of the world.
ThirdYear Capital is a provider of global macro strategy and portfolios, focusing on systematic countercyclical investing.
For additional information and contact, please refer to our website: http://third-year.com/
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