Added 1 Month Ago

"Will we have another immediate round of financial stress-related news in China that extends this story beyond Evergrande itself?"

To try and make sense of the avalanche of reports on crisis-hit Chinese property giant Evergrande, I’ve put together a transcript of the latest ChinaTalk episode on the company featuring Rhodium Group director Logan Wright, with Rhodium intern Jon Sine (who also writes Non-Obvious Excavations) as co-host.

We get into:

  • Why is Evergrande in trouble and why does it matter?
  • The impact of government intervention in the real estate market
  • Have Chinese firms become “too big to fail”?
  • What chance does Beijing have of pulling this off?

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