[prewett]

Can you give more details on why you think China's debt is a problem? I've been hearing about it for several years, but as far as I can tell from the numbers, it is about the same level as Japan (Japan's debt is 253% of GDP, China's is 260% of GDP), and Japan doesn't even look like it is beginning to fail. And China appears to be actively taking steps to curtail the debt.

[joefranklinsrs]

Sure, keep an eye on shadow debt (10T - 20T), not included in official figures. It is what is crushing the small enterprises, builders, and manufacturers in China right now.