至清:中共病毒下的中国影子银行会爆雷吗?

https://www.epochtimes.com/gb/20/3/24/n11971145.htm 什么是影子银行?通常所说的影子银行是指一些信托、证券公司,以及相关的其它辅助企业。它们不是银行,但是组合在一起发挥了类似银行的收钱和放贷的功能。 在中国,影子银行包括信托公司、P2P借贷平台和其它类型的非银行金融机构等。 而商业银行的理财产品,利用从客户那里筹集的资金购买信托基金份额和各种类型的公司贷款,理财产品通常在银行的表外持有。 在中国,包括房地产开发商在内的许多民营企业长期以来都面临融资困难。银行一般更倾向于向国有企业放贷。许多民营企业因此转向信托公司、P2P借贷平台和其它类型的非银行金融机构寻求资金。 据惠誉国际评级(Fitch Ratings)估计,2019年中国影子银行业的总资产为人民币45万亿元(合6.4万亿美元)。过去几年中国政府一直在打压P2P贷款和其它非正规贷款渠道,但是影子银行依然活跃。 随着中共病毒导致全国各地的经济活动停摆,导致影子银行出现问题。

Even The Best-Case Scenario Is Pretty Grim

https://www.dollarcollapse.com/best-case-scenario-grim/ Let’s say President Trump is right about the coronavirus “miraculously” fading away as temperatures rise in the Summer. Will things then go back to the old normal of globalization, free trade and finance-driven “growth”? Almost certainly not, because the psychological damage has already been done. Over the past couple of weeks the modern globalized … Continue reading Even The Best-Case Scenario Is Pretty Grim

Four Scenarios Of How Covid-19 Could Wreak Havoc On Global Economy

https://www.zerohedge.com/markets/four-scenarios-how-covid-19-could-wreak-havoc-global-economy The grave risks and dangers of a globalized world of interlocking supply chains over the last four decades is starting to be realized as the crash of China's economy could cost the world $2.7 trillion.  Bloomberg Economics says the shutdown of China's economy could have severe implications for the rest of the world and lays out four … Continue reading Four Scenarios Of How Covid-19 Could Wreak Havoc On Global Economy

“We Have Never Seen This Before”: The Last Time The Market Did This, FDR Confiscated All The Gold

https://www.zerohedge.com/markets/we-have-never-seen-last-time-market-did-fdr-confiscated-all-gold To say that moves in the US stock market have been erratic in the past two weeks would be a prodigious understatement: with the Dow Jones swinging by over 1,000 points on nearly 5 occasions in the past two weeks (today's 970 point move would have been the fifth)... ... traders - holding on … Continue reading “We Have Never Seen This Before”: The Last Time The Market Did This, FDR Confiscated All The Gold

China Composite PMI Crashes To Record Lows As Services Economy Implodes

https://www.zerohedge.com/economics/china-composite-pmi-crashes-record-lows-services-economy-implodes Stagnating consumption amid the coronavirus epidemic has had a great impact on China's service sector in February, as one would expect. February PMI data signalled the first reduction in business activity across China's service sector on record due to restrictions implemented to contain the recent coronavirus outbreak. Firms across all sectors reported on the … Continue reading China Composite PMI Crashes To Record Lows As Services Economy Implodes