The Globe and Mail

Go to the Globe and Mail homepage

Jump to main navigationJump to main content

An employee counts U.S. banknotes at a branch of Huaxia Bank in Shenyang, Liaoning province.
An employee counts U.S. banknotes at a branch of Huaxia Bank in Shenyang, Liaoning province.
(SHENG LI/REUTERS)

SCOTT BARLOW

China's credit bubble may take Canadians down with it

ROB Insight is a premium commentary product offering rapid analysis of business and economic news, corporate strategy and policy, published throughout the business day. Visit the ROB Insight homepage for analysis available only to subscribers.

The key to beating the Canadian stock market over the next couple of years will be accurately estimating how fast China will grow.