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China’s $1.7 trillion hangover

China’s $1.7 trillion hangover

Up to 40% of China’s $1.7 trillion LGFV loans are at high risk of default. What’s a panicking Beijing to do?

September 2006

Dresdner’s dreadful doggerel

by Peter Koh


An oft-cited grievance of many a sell-side equity research analyst is that boring numerical analysis of mundane data and events, known as maintenance research in the trade, stifles creativity.

But a stifling of analysts’ creativity might not be such a bad thing if the poems...


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