Just How Bad Is China's Debt Problem?

The video discusses the economic health of China and emerging markets, focusing on rising debt levels and systemic risks. It highlights China's corporate debt, state-owned enterprises, and payment behaviors, comparing them to other countries like Indonesia and Germany. The video also explores the types of leverage in emerging markets and the risks of defaults in China's IT sector. Finally, it addresses the challenges of hiring experienced personnel in China, emphasizing the need for on-ground analysis.

What are the rising debt levels in China in relation to GDP?

How do state-owned enterprises in China impact the economy?

What systemic risks are associated with Indonesia's external debt?

How does the payment behavior of Chinese companies reflect their economic situation?

What are the differences in invoice payment times between China and Germany?

What factors contribute to the systemic risks in the Chinese economy?

What challenges are companies facing in hiring skilled workers in China?