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China's rising debt: double, double, toil and trouble?

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Report summary

China’s total debt level has almost doubled in a decade, rising from around 100% of GDP in the early 2000s to 200% in 2012. The sharp rise in debt accumulation across all three sectors of the economy (government, corporate and household) has raised concerns, both in terms of macroeconomic and financial risks.

What's included

This report contains

  • Document

    China's rising debt: double, double, toil and trouble?

    PDF 524.51 KB

Table of contents

  • Executive summary
  • China’s rising debt
    • How big is the shadow in China?
    • The rise of shadow banking: all bad?
    • China's total debt: does it stack up?
    • What is the risk of a US-like subprime crisis in China?
    • Repeat of the Asian Financial Crisis?
    • So is China's debt a problem?

Tables and charts

This report includes 7 images and tables including:

Tables

  • Estimates of the shadow banking system in key economies, 2011

Images

  • Composition of China's total social financing
  • China's shadow banking system continues to grow
  • Real negative deposit interest rates
  • China's debt by sector (% of GDP)
  • Debt and savings level of key economies
  • Rapid rise of debt preceding crises

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