moorookamick,
It is too early to be confident about China's economy, its deleveraging process and financial reforms. Not trying to cause a panic, but China's 'rebalancing' may take longer than investors holding period...
Anyway, here are two points related to your posts:
1) Form DBs credit analysts note on Chaori:
2) The credit spreads in Asia, including China:
Both are fairly easy to observe and understand.
