Bradley Parks

And Chinese companies are also trying to gobble up market share in a variety of renewable energy sectors, whether that's solar, wind, hydro. There's a concerted effort by the banks and the companies to cement the competitiveness of Chinese companies around the globe in these clean energy sectors.

And Chinese companies are also trying to gobble up market share in a variety of renewable energy sectors, whether that's solar, wind, hydro. There's a concerted effort by the banks and the companies to cement the competitiveness of Chinese companies around the globe in these clean energy sectors.

They have also tried to muscle their way to the front of the repayment line by requiring something that their competitors do not require. And that is that governments keep cash collateral in lender-controlled escrow accounts that Beijing can unilaterally debit with a keystroke, right? They could just grab that cash and pay themselves in the event of default.

They have also tried to muscle their way to the front of the repayment line by requiring something that their competitors do not require. And that is that governments keep cash collateral in lender-controlled escrow accounts that Beijing can unilaterally debit with a keystroke, right? They could just grab that cash and pay themselves in the event of default.

Also auf dem Papier würde ich sagen, dass China gut positioniert ist, um einen großen Windfall zu erzielen. Aber ich denke, in der Praxis ist die Wahrscheinlichkeit, dass es so aussehen wird, wie sie es denken, nicht ganz so hoch.

Also auf dem Papier würde ich sagen, dass China gut positioniert ist, um einen großen Windfall zu erzielen. Aber ich denke, in der Praxis ist die Wahrscheinlichkeit, dass es so aussehen wird, wie sie es denken, nicht ganz so hoch.

Als China zuerst in das Emergency-Rescue-Lending-Business kam, war es unter der optimistischen Überzeugung, dass einige ihrer größten Anbieter kurzfristige Bridge-Finanzierung benötigen mussten. zu einem Sturm, der bald übergehen würde. Aber ich denke, es wird jetzt gelernt, dass einige seiner größten Beld & Rode-Berufer tatsächlich insolvent sind.

Als China zuerst in das Emergency-Rescue-Lending-Business kam, war es unter der optimistischen Überzeugung, dass einige ihrer größten Anbieter kurzfristige Bridge-Finanzierung benötigen mussten. zu einem Sturm, der bald übergehen würde. Aber ich denke, es wird jetzt gelernt, dass einige seiner größten Beld & Rode-Berufer tatsächlich insolvent sind.

I would say that they are still actively firefighting and they're going to be firefighting for many years to come. They're doing serial bailouts year after year. So ultimately, to get out of this, China may have to take financial losses. The big question for China is how quickly it will learn and adapt to what it's seeing in its portfolio.

I would say that they are still actively firefighting and they're going to be firefighting for many years to come. They're doing serial bailouts year after year. So ultimately, to get out of this, China may have to take financial losses. The big question for China is how quickly it will learn and adapt to what it's seeing in its portfolio.