Chinese ‘Minsky moment’ looming: Spectrum Asset Management
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Spectrum was recently featured in InvestorDaily: "The warning signs are ‘flashing amber’ on a credit crisis in China as the authorities stamp down on excessive lending, says Spectrum Asset Management."
To read the complete article in InvestorDaily, see - Chinese ‘Minsky moment’ looming: Spectrum
To read Damien Wood's Spectrum Insight report, see - "Our double Minsky risk."