PODCAST: Evergrande Ordered to Liquidate, and a Tale of Two Airline Types
By Doug Young & Rene Vanguestaine A Hong Kong judge has ordered embattled developer Evergrande to liquidate after it failed to reach a debt restructuring deal with its foreign creditors.…
CHINA BULLETIN: China-U.S. Ties in Focus Ahead of Taiwan Election
In this week’s issue exports rebound, deflation rolls on and car exports zoom. On a scale of 1 to 100, we give the week a 45 for offshore-listed China stocks.…
CHINA BULLETIN: PMI Readings Signal Strong End to 2023
In this week’s issue New Year’s travel bounces back, Wanda sells off shopping malls and a top influencer topples a CEO. On a scale of 1 to 100, we give…
CHINA BULLETIN: Moody’s Downgrades China Outlook
In this week’s issue a Moody’s downgrade, a China-EU summit, and Evergrande dodges a meltdown. On a scale of 1 to 100, we give the week a 40 for offshore-listed…
CHINA BULLETIN: Keep Your Supply Chains in China, Beijing Says
In this week’s issue supply chain mania, a solar shakedown and the world’s first bird’s nest stock. On a scale of 1 to 100, we give the week a 40…
CHINA BULLETIN: China Rallies Consumers, Banks, Huijin and Foreigners to the Economic Cause
In this week’s issue exports keep falling, tourism rebounds and Country Garden and Evergrande leave creditors guessing. On a scale of 1 to 100, we give the week a 45…
Small developers suffer quietly in shadows of Evergrande, Country Garden
Tanking shares and missed debt payments for smaller, privately owned names like Yuzhou, Times China and Aoyuan are a lesser-known story in China’s stressed-out real estate sector Key Takeaways: Shares…