Fraser Howie
Long-term China banking sector analyst and author who closely watches and writes about the Chinese financial system, offering historical context and industry insights in the episode.
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Oct 31, 2023 • 15min
Who still has faith in the Belt and Road Initiative?
Fraser Howie, a respected independent analyst on China, discusses the Belt and Road Initiative (BRI). The podcast examines the China-Russia relationship, debt issues in BRI, and the implications of recent removals in China's foreign ministry.
Feb 18, 2026 • 32min
China’s financial system: big, powerful and still state-run
Fraser Howie, long‑term China banking analyst and author, offers historical perspective on China’s huge, state‑dominated financial system. He discusses how banks funnel household savings into politically favoured sectors. Politics keeps banks administered rather than market‑driven. The limits of stimulus, zombie firms, and obstacles to making the yuan fully convertible are explored.
