This is the second part of a series that explores the growing risks facing China’s banking system. Read part one here.CommentaryThe Real Risks Lie Beneath the SurfaceChina’s officially reported stock of non-performing loans is only the visible portion of the problem. The far greater...

This is the first part of a series that explores the growing risks facing China’s banking system.CommentaryAs China moves through 2026, I believe the risks facing its banking sector are becoming increasingly difficult to ignore.Despite optimistic claims that the industry has entered the final...