Alicia Garcia Herrero

Visitors at Country Garden’s sales office for the Ten Mile Bay project in Nantong, China. Country Garden's travails reflect the systemic nature of China's real estate problems, which are a threat to the broader economy.

Dangerous link between China’s real estate, economy and financial system

The spillover impact from failures among real estate developers into the financial system appears to be the most important risk

An Electric Multiple Unit high-speed train for a rail link project, part of the BRI, at Tegalluar train depot in Bandung in Indonesia's West Java province. China is more prepared than ever to leverage its economic size to reach political and security alliances.
THE BOTTOM LINE

The BRI transformation makes it a more – not less – useful tool for China

WHEN Chinese President Xi Jinping announced the Belt and Road Initiative (BRI) in Kazakhstan in 2013, it attracted much speculation across the...

The China Evergrande Group's residential development in Beijing. A widening mortgage boycott can have a domino effect on other stakeholders.
COMMENTARY

China’s mortgage boycott is the tip of the iceberg

The widening mortgage boycott can have a domino effect on stakeholders in the country’s real estate sector, and implications for emerging markets...