Unintended consequences: China’s EV boom hits highway upkeep, and new risks of data-backed ABS
"EV manufacturers are now vastly more important to the Chinese economy than legacy combustion-engine automakers." – commenting on why Beijing may be reluctant to levy new taxes on electric vehicles…
PODCAST: China’s Burgeoning Debt, and a New Type of China IPO
By Doug Young & Rene Vanguestaine China's debt-to-GDP ratio swelled to 288% last year, up 13.5 basis points and a huge level by any standard. Is this kind of debt…