China, Stimulus, & Lending Characteristics: Some New Findings Using Our ICRG Data

After this week’s most aggressive stimulus efforts since the pandemic, some Chinese and global institutional investors are revisiting the country’s property bonds, hoping the government continues to boost economic growth and revive a property sector during a debt crisis.

By extension, this new and thoughtful piece from the IMF’s Working Paper series that uses our ICRG corruption data offers two interesting conclusions on Chinese lending: (a) Chinese banks exhibit different levels of risk tolerance relative to other bank nationalities.  And (b) borrower country risk variables are positively correlated with Chinese banks’ market shares, but not with their amounts of cross- border lending.

There’s lots here.  Have a look when time permits.

Our data drives.

The PRS Group: Challenging Borders, Challenging Risk
www.PRSGroup.com
www.christophermckee.net

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CHRISTOPHER MCKEE, PHD CHIEF EXECUTIVE

Christopher McKee is PRS’ CEO and Owner. An international political economist, global investor, entrepreneur, and author, Chris received his PhD from Queen’s University (Canada) and has been involved in the field of geopolitical risk, limited recourse financing, and private sector development for the past 25 years.