China’s Debt Explosion Could Mean Problems For Emerging Market Assets
June 02, 2017 at 10:58 AM EDT
By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management Our outlook for emerging market stocks and bonds has dimmed on a risk-reward basis. Our apprehension is focused on the dramatic increase in China’s level of private sector debt at a time when we view emerging market equity...