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Off-balance sheet shadow lending by Chinese banks.

01/12/2010

Even after the efforts to restrain lending in 2010 in China following heightened stimulus lending in 2009, the level of bank lending has exceeded 10.5 trillion yuan and is at the same level as 2009. This includes the lending through trusts and other mechanisms according to Fitch Ratings. This explains the inflationary pressures and property bubble.

Grouped Articles

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China Central Bank Warns Banks on Liquidity

Wall Street Journal 06.25.2013

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Distress Signs Test Beijing's Resolve

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As Markets Seesaw, China’s Central Bank Tries to Allay Concern on Tight Credit

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China's Credit Levels Echo U.S. Crisis

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Heard on the Street: Shadow Boxing With Risk at Chinese Banks

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China Think Tank Offers Reform Wish List

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Investors Finally Get a Closer Look Into China's Bad Bank

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Xi Faces Test Over China's Local Debt

Wall Street Journal 12.31.2013

China Says Local-Level Debt Soars, Stirring Fear

New York Times 12.30.2013

China's Cabinet Drafts Shadow-Banking Plan

Wall Street Journal 01.06.2014

China Slows Pace of Lending, but Informal Loans Increase

Wall Street Journal 01.17.2014

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Wall Street Journal 02.02.2014

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Economist 02.04.2014

China Trusts' Road to Bust

Wall Street Journal 02.14.2014

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Profit Growth Is Slowing at China’s Biggest Banks

Wall Street Journal 10.30.2014

China’s Shadow-Banking Boom Is Over

Wall Street Journal 12.24.2014

Small is ugly

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A Warning on China Seems Prescient

New York Times 08.24.2015

China’s Banks Face Worst Year in Over a Decade

Wall Street Journal 08.28.2015

Overheard: One ‘Best-Case’ Scenario for China’s Banks Is Pretty Bad

Wall Street Journal 09.17.2015

Shadow Lending Hampers Beijing

Wall Street Journal 12.02.2010

China's financial system: Look again

Economist 12.11.2010

A Chinese Conference on Inflation

BusinessWeek 12.09.2010

Fears Mount That China Is Headed for a Slowdown

New York Times 12.12.2010

China's Real-Estate Frenzy

Wall Street Journal 12.27.2010

China Alters Measure of Credit Growth

Wall Street Journal 03.06.2011

China's Debt Burden Limits Policy Leeway

Wall Street Journal 03.09.2011

China Lifts Banks' Reserve Ratio

Wall Street Journal 05.13.2011

The Great Property Bubble of China May Be Popping

Wall Street Journal 06.09.2011

Beijing's Financial Day of Reckoning Is Near

Wall Street Journal 06.21.2011

Post-Stimulus: Who Pays for China's Bad Loans?

Wall Street Journal 06.23.2011

China’s Auditor Warns of Risks From Local Debt

New York Times 06.27.2011

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Wall Street Journal 06.29.2011

Moody's Warns on China Debt

Wall Street Journal 07.06.2011

Big Guns Needed to Curb China Property

Wall Street Journal 07.13.2011

Big Trouble at Little China Banks

Wall Street Journal 07.21.2011

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Wall Street Journal 08.06.2011

Problems Building for Chinese Banks - Reuters BreakingViews

New York Times 08.28.2011

China Props Up Bank Shares

Wall Street Journal 10.11.2011

China’s Sovereign Wealth Fund Buys Shares in Major Banks

New York Times 10.10.2011

Heavy Is the Crown for China's Land Kings

Wall Street Journal 11.25.2011

China's Hard Landing

Wall Street Journal 12.03.2011

Will China Break?

New York Times 12.18.2011

China Bank Investors' Margin Call

Wall Street Journal 01.31.2012

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Wall Street Journal 02.21.2012

New Push for Reform in China

Wall Street Journal 02.23.2012

China Speeds Economic 'Transformation'

Wall Street Journal 03.06.2012

China’s stimulus policy means trouble down the road - The Washington Post

Washington Post 05.31.2012

The Tip of the Iceberg for China's Banks

Wall Street Journal 08.25.2012

As China’s economy slows, real estate bubble looms - The Washington Post

Washington Post 10.03.2012

Asian Rise in Borrowing Rings Some Alarms

Wall Street Journal 12.21.2012

As China Rises, Fears Grow on Whether Boom Can Endure

New York Times 01.12.2010

A Banking Paper Tiger

Wall Street Journal 02.27.2013

Economists: China Mirrors U.S. on Eve of Financial Crisis

Wall Street Journal 03.18.2013

China’s Banks Are Hiding More Than $2 Trillion in Loans

WSJ 12.07.2016


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