May 25, 2016
J Kyle Bass @ Hayman Capital Management, L.P.
Managing Partner & Founder, Hayman Capital Management L.P.
The $34 Trillion Experiment: China’s Banking System and the World’s Largest Macro Imbalance
Over the past decade, we have worked diligently to identify anomalies in financial systems, governments, and companies around the world. We have been vigorously studying China over the last year, with the view that the rapid credit expansion in the Chinese banking system will result in significant credit losses that will require the recapitalization of Chinese banks and materially pressure the Chinese currency. This outcome will have many near-term and long-term effects on countries and markets around the world. In other words, what happens in China will not stay in China.
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