Key Data That May Move Markets This Week

The transcript discusses China's economic growth, focusing on GDP targets and the role of leverage. It highlights the shift of leverage from corporates to households through debt equity swaps, with banks transferring risk to asset managers and insurance companies. The text compares China's strategy with the US, noting differences in household savings and external debt. It also touches on Japan's Abenomics, questioning its sustainability and the challenges faced by the BOJ in managing interest rates and currency appreciation.

What are the potential risks associated with converting bad debt into equity?

How does the situation in Japan relate to the sustainability of Abenomics?

What strategies might the BOJ employ to manage the appreciation of the yen?