Global Emerging Market Economist
Erik is your typical EM aficionado. He has worked for the IMF, lived several years in Hong Kong and has an Indian wife. His motto: Get the bigger picture.
By Erik Lueth - May 25, 2016 3 mins
China is boosting growth through leverage. Since China already sports one of the highest debt levels worldwide, investors are rightly concerned about a financial crisis. We also see China on course for a financial crisis, but feel the crisis is still a few years away.