How debt and demographics are tearing China apart

How debt and demographics are tearing China apart

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If you think China’s economy looks bad, its debt crisis is even worse. Compared to the U.S., China’s financial sector is dangerously over-leveraged and alarmingly fragile. On top of that, a catastrophic population collapse is making the debt burden even more unsustainable. And when you combine those two forces—crushing debt and a shrinking population—the result is something human civilization has never witnessed before.


1. How much debt does China actually have?
2. Just how fragile is its financial system?
3. Did China’s population really start declining as early as 2000?
4. And why do I believe China may be missing as many as one billion people?

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