When we look at the professional markets, the top-down investors the people who look at the big macro picture, and worry about Greece and debt ceilings and credit ratings are very, very concerned.

FORBES: 3 Industries Enjoying Boomer-Fueled Growth

Despite administrative ceilings imposed in March on lending for property development or purchases of shares, credit keeps climbing.

ECONOMIST: Banking in Malaysia

Interest-rate ceilings, government-directed lending and insider relationships between banks and borrowers have all served to channel credit without regard for rates of return.

ECONOMIST: Keeping the hot money out