November 23, 2016
China’s Economy: Living on Borrowed Time
A looming debt crisis could make for a difficult year ahead for Chinese leaders. Sluggish construction growth and skyrocketing debt, coupled with sharp reductions in debt maturity periods, could cause corporate defaults and bankruptcies to spike next year. Although 2016 has brought stronger-than-expected growth to China’s property sector, it has largely been concentrated in the country’s wealthiest cities and has come at the expense of creating more available credit.
POLITICS
U.S. Foreign Policy Implications of a Trump Presidency
Two of Stratfor’s lead analysts, Vice President of Global Analysis Reva Goujon and Vice President of Strategic Analysis Rodger Baker, sit down to discuss what a Trump presidency could mean for U.S. foreign policy.
Listen for free here.
MILITARY
Conversation: Trump and the Iranian Nuclear Deal
Stratfor Middle East Analyst Emily Hawthorne and Energy Analyst Matthew Bey discuss the constraints facing U.S. President-elect Trump in renegotiating the nuclear deal with Iran.
Watch this video for free here.
CRISIS WATCH
Hopes of a Cease-Fire Are Quickly Dashed
Though Yemen has always suffered from instability, its recent history has been especially violent. The Hadi’s government has rejected talks with Houthi representatives over a peace deal.
ECONOMY
Cashing in on India’s Black Economy
Modi decides the chance to reclaim tax revenues with a bold banknote swap is worth the political and economic risks.
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