Liao Sees China Bank Deleveraging Policy Driven

The video discusses the current sentiment and regulatory impact on China's economy, highlighting the resilience of the economy from a credit perspective. It explores the state of China's banking industry, focusing on the rising debt to GDP ratio and its implications. The potential for a banking crisis is analyzed, with a focus on NPL levels and risk factors. The video concludes by examining interest rates and economic indicators, emphasizing the importance of monitoring these factors to gauge the banking sector's direction.

Discuss the potential risks posed by the increasing leverage ratio in the Chinese economy.

What indicators should be monitored to gauge the health of the banking sector in China?