Here are three separate views on threats to equity markets in 2014, China is emerging as the consistent theme on this front

Here are three separate views on threats to equity markets in 2014, China is emerging as the consistent theme on this front. Firstly, Ord Minnett gives these scenarios worth monitoring closely. 1) Expectations of earlier rate rises from the Federal Reserve. 2) A Chinese credit crisis and 3) falling eurozone inflation. Matt Sherwood, Head of Investment Research at Perpetual, says the largest risk for global activity in 2014 seems to be emanating out of China. Sherwood says If credit is expanding this fast and all you are getting is a +7.5% return, the lending standards would appear to not be of the highest standard. The third view comes from Macquarie Research adding further weight to China credit concerns. Macquarie notes that China's onshore corporate bond market experienced its first default on 4 March. Credit risks could be a major growth headwind in 2014.