Nomura – MacroBrew

Fireside Chats - Asia insights: Will China's North-South divide have multiple growth implications?


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In this episode of our Fireside Chats series we'll be talking with Ting Lu, our Chief China Economist, and Albert Leung our Asia rates strategist, on their thoughts on the broader view of China and its outlook. We then look at why we expect the economic disparity between China's north and south to widen further and what this means for China's credit market if and when default risks rise down the line.

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Nomura – MacroBrewBy Nomura