FT Alphaville » Richard Koo goes unconventional on China

Nomura’s Richard Koo — he of ‘balance sheet recession’ fame — has been inspired.

He’s spent a week with Chi Hung Kwan, of the Nomura Institute of Capital Markets Research and an all-around China expert, and come back with the discovery that the “conventional wisdom on [the] Chinese economy has begun to collapse.”

via FT Alphaville » Richard Koo goes unconventional on China.

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