1. How successful is China’s rebalancing
How successful is China’s rebalancing? And what does it mean for Developing economies?
Jayati Ghosh
Jawaharlal Nehru University, New Delhi
Asia Future Forum, Hankyoreh
Seoul, 24 November 2016

2. Growth related to high investment rates

3. Components of gdp growth

6. Recent investment and GDP growth

9. Internal vs external rebalancing In China

11. Income inequalities still a concern

13. Credit intensity in China (new credit per unit of additional gdp)

15. Ratio of corporate liabilities to earnings before interest and tax(%)

16. Non-financial corporate debt leverage ratios (ratio of liabilities to assets %)

17. House prices have risen most in Big metros

18. But in many other cities property prices are falling

20. Private foreign assets (capital outflows) and liabilities (capital inflows)as % of GDP

21. Net capital outflows (adjusted) in us $ bn

22. Net acquisition of foreign assets ($ bn) ODI and errors

23. Significance in worlD trade

24. Trade and current account balances as % of gdp

27. Steel consumption in china and other countries

28. Coal consumption in china and other countries

29. Changes in commodity imports (year on year %)

30. Thanks for your attention!