More China links

Overcapacity in China steel mills ‘beyond imagination’ [Link]

Default risks in China steel mills [Link] – doubt if the rebound in orders for steel from the construction sector is good news for restructuring and wonder if it is a sign that stimulus has quietly kicked in.

Overcapacity poses major risk to China economy [Link]

Will Beijing really allow State-owned Enterprises (SoE) to fold, for poor performance? [Link and Link]

Chinese Company lists and then issues a profit warning [Link]

Holding companies in British Virgin Islands attached to the three night clubs that listed in Hong Kong in January. Some model of corporate, international governance and (financial) probity!

George Magnus (ex-UBS) is now independent. He has a blog on his website. His blog post on China’s impact from Perth to Peru is here.

US First lady visits China. Her husband meets with the Chinese President on the sidelines of the Nuclear Security summit. Russia tries to keep China on its side. Where is India?

Leaked Records Reveal Offshore Holdings of China’s Elite [Link]


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