China Charts | Substack

Using macro data we build a Fragility Index for 33 cities in China to be used as a backdrop proxy for Local Government Financing Vehicle (LGFV) fragility. Data file attached.

Jan 17

New Top Community

Trying to make sense of things

Jan 10

Merry Christmas!

Dec 23, 2022

And no V-shaped recovery

Dec 13, 2022

Trying to make sense of things

Dec 8, 2022

Mapping today's issues onto Ian Morris' development index of East vs West

Nov 30, 2022

Trying to make sense of things

Nov 26, 2022

Tracking social development of East vs West from 15,000 BC

Nov 16, 2022

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