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China's rising debt: double, double, toil and trouble?
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
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.
Table of contents
- Executive summary
- China’s rising debt
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In the shadows
- 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 the following images and tables:
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Composition of China's total social financingChina's shadow banking system continues to growEstimates of the shadow banking system in key economies, 2011
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Real negative deposit interest ratesChina's debt by sector (% of GDP)Debt and savings level of key economiesRapid rise of debt preceding crises
What's included
This report contains:
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