Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. You are advised to discuss your investment options with your financial advisers. Consult your financial adviser to understand whether any investment is suitable for your specific needs. I may from time to time have positions in the securities covered in the articles on this website. This is disclosure and not a recommendation to buy or sell.

There are early signs that China’s credit growth has started to decelerate. Coupled with a slow roll-out of COVID-19 vaccines and over-reliance on pandemic-related exports, we could be seeing the peak of the business cycle in the middle of 2021.

Credi…