Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Property Crisis Is Reshaping Its Banking System
China's property sector has been in turmoil for years, but the recent wave of developer defaults is now directly threatening the country's banking system. In this episode, Lucas and Luna examine how non-performing loans tied to real estate are rising, why state-owned banks are being forced to absorb losses, and what Beijing's limited policy response means for the broader economy. They discuss the specific case of Evergrande's ongoing restructuring and how it's affecting smaller regional banks. The conversation also covers the potential for a systemic crisis and why…
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