North Point of View: China's Debt

September 27, 2023 • 00:11:06
North Point of View: China's Debt
North Point of View
North Point of View: China's Debt

Sep 27 2023 | 00:11:06

/

Show Notes

China’s debt to GDP ration is 297%. Some of the increase in debt is because of the belt and road initiative. They lent money to a lot of countries to build infrastructure. That infrastructure hasn’t really paid off. China also has a lot of infrastructure that’s not being used in some of the poorest cantons. High speed rails, multiple airports that have been empty they finally just shut it down. On the flip side, China is also the single largest owner of U.S. Government debt and it is making everyone nervous.

Other Episodes

Episode

July 12, 2023 • 00:13:21
Episode Cover

North Point of View: Circular Economy

In this episode, Mark Hall and Dr. Walter Kemmsies discuss how circular economy works. The concept of recycling, renewables and repurposing can help increase...

Listen

Episode 9

May 17, 2021 • 00:10:08
Episode Cover

Large Cargo Ships & Port Infrastructure

Walter and Mark discuss the cargo ship that was stuck in the Suez Canal in March 2021. It brought up the question of how...

Listen

Episode

March 08, 2023 • 00:08:52
Episode Cover

North Point of View: Margin Compression

In this episode Dr. Walter Kemmsies and Mark Hall discuss how Margin Compression could feed into overall longterm profitability projection and what the stock...

Listen