How Much can We Borrow?-March 29-Boao Forum for Asia

Session35

How Much can We Borrow?

Location: Changyan Ballroom, Level 1, Dongyu Island Hotel
Time: 10:45 - 12:00
Description:
-IMF has warned once and again that emerging markets have accumulated too much corporate debt at too fast a pace, which may entail risks for growth and financial stability. A strong dollar and continued Fed rate hikes have made some high-leveraged emerging markets feel the pain. China, though not that much affected, has started a painstaking de-leveraging two years ago.

-How much borrowing is “appropriate” (if there is such “appropriate”) for a country?

-According to Ray Dalio, there are three ways of deleveraging: the bad (deflation), the bad (inflation), and the good. What is the right approach to deleveraging in emerging markets such as China?

Speakers

Pictures

session of How Much can We Borrow [scene1]
Martin SOONG （Co-anchor, Street Signs Consumer News and Business Channel） hosts ow Much can We Borrow session
Charles DALLARA（Partner of the firm and an independent member of the Board of Directors of Partners Group Holding AG Former Managing Director and Chief Executive Officer of the Institute of International Finance）speaks at ow Much can We Borrow session
HU Xiaolian（Chairman, The Export-Import Bank of China）speaks at ow Much can We Borrow session
Hiroshi NAKASO（Former Deputy Governor of the Bank of Japan）speaks at ow Much can We Borrow session
James M. STONE（Founder, Chairman & CEO, Plymouth Rock Group）speaks at ow Much can We Borrow session
XIE Zhong（Chairman and Party Secretary of Shanghai Clearing House）speaks at ow Much can We Borrow session
XUAN Changneng（Deputy Administrator and member of the CPC Leadership of the State Administration Foreign Exchange）speaks at ow Much can We Borrow session
ZHU Min（Chairman, National Institution of Financial Research, Tsinghua University）speaks at ow Much can We Borrow session

Videos