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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
Asia Goes on a Debt Binge as Much of World Sobers Up
Wall Street Journal 05.24.2013
China's 'Shadow Banks' Fan Debt-Bubble Fears
Wall Street Journal 06.24.2013
China's Silver Linings Playbook
Wall Street Journal 06.24.2013
Wall Street Journal 06.25.2013
China Central Bank Warns Banks on Liquidity
Wall Street Journal 06.25.2013
Credit Warnings Offer World a Peek Into Chinaâs Secretive Banks
New York Times 06.24.2013
Distress Signs Test Beijing's Resolve
Wall Street Journal 06.25.2013
As Markets Seesaw, Chinaâs Central Bank Tries to Allay Concern on Tight Credit
New York Times 06.25.2013
Loan Practices of Chinaâs Banks Raising Concern
New York Times 07.01.2013
Charlene Chu Is the 'Rock Star' of Chinese Debt Analysis
Wall Street Journal 08.22.2013
Fixing a Perception Gap for the Underappreciated G-20
Wall Street Journal 08.27.2013
China's Credit Levels Echo U.S. Crisis
Wall Street Journal 09.08.2013
Heard on the Street: Shadow Boxing With Risk at Chinese Banks
Wall Street Journal 09.22.2013
China Think Tank Offers Reform Wish List
Wall Street Journal 10.30.2013
Investors Finally Get a Closer Look Into China's Bad Bank
Wall Street Journal 11.26.2013
Chinaâs Real Estate Boom and Conflicting Policy
New York Times 08.01.2010
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
Wall Street Journal 02.02.2014
Shadow banking in China: Credit paroled
Economist 02.04.2014
Wall Street Journal 02.14.2014
Chinese debt: The great hole of China
Economist 10.17.2014
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
Economist 07.04.2015
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
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
Chinaâs Auditor Warns of Risks From Local Debt
New York Times 06.27.2011
How China's Banks Break the Rules
Wall Street Journal 06.29.2011
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
Wall Street Journal 08.06.2011
Problems Building for Chinese Banks - Reuters BreakingViews
New York Times 08.28.2011
Wall Street Journal 10.11.2011
Chinaâs 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
Wall Street Journal 12.03.2011
New York Times 12.18.2011
China Bank Investors' Margin Call
Wall Street Journal 01.31.2012
Wall Street Journal 02.21.2012
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
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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