Firstly, a huge thank you to Pieter Bottelier for his time and insights into China’s debt dynamics. It was pretty clear to all of us that we could have spent hours on this most complicated of topics and we have plans for Pieter to come back and share more thoughts at some date in the future. A further thank you to everyone who attended today’s webex and for the array of probing questions that we received.  

For those of you who were unable to listen live, I have attached a link to the recording of the webex and a copy of Pieter’s presentation.

Remember, if you are planning to watch the recording via a phone or tablet, you will need to download the webex app. Otherwise, you will be good to go on your desk top. A written, summary report of this call will be available next week.

Here is access to the recording:

If we were not able to get to your question in the allotted time, please email me and we can get answers for you.




Credits: Paul Krake, View from the Peak IND-X Advisors Limited