Logan Wright

Logan Wright, an analyst at Rhodium Group specializing in the Chinese economy and real estate market, shares his insights on the Evergrande crisis and its implications for China's financial stability. He discusses the challenges faced by the property developer, the tightening regulations impacting the sector, and the broader economic ramifications. Wright also examines China's financial reforms amid rising credit risks and the long-term effects on global markets, emphasizing the urgent need for a strategic shift in the country's economic approach.

Logan Wright, partner and director of China markets research at Rhodium Group, dives deep into the nuances of the Chinese economy. He discusses the troubling discrepancies in China's GDP data and the impact of a collapsing property sector on real growth. Logan links the slowdown to a major credit bubble and highlights the risks of 'zombified' lending. He also evaluates China's growing reliance on exports, geopolitical tensions, and its strategic use of rare earths, offering a stark outlook on domestic demand and limited policy options.

Logan Wright, partner at the Rhodium Group and China-focused economic analyst, breaks down China's tech-driven five-year plan and its global ripple effects. He discusses targets like AI, semiconductors, batteries, and robotics. He explains how weak domestic demand could push China toward export-led growth and why U.S. industrial policy and protection matter in response.

Logan Wright, Director of China Market Research at Rhodium Group, delves into the struggles of Huarong, China's leading asset management firm, and what they reveal about the nation's financial contradictions. He discusses the shifting landscape of credit and credibility since 2018, highlighting rising debt and uncertainty in government intervention. The conversation also touches on the unique resilience of China's financial system compared to other emerging markets and the implications of high savings rates on economic stability. Wright emphasizes the urgent need for reform amidst these dual pressures.

Lauren Gloudeman and Logan Wright, members of the Rhodium Group, dive into the fragility of China's financial system. They discuss alarming issues like bank runs fueled by corruption and the fallout from the Baoshang Bank crisis. The duo highlights the precarious state of household debt and parallels to the U.S. pre-crisis environment. With a focus on state-directed credit and its global implications, they argue that perceived stability may be an illusion, revealing a landscape filled with vulnerabilities and urgent need for innovative financial indicators.