CHINA MARKET: Growing risks of regulatory intervention on leverage
China markets sold off last week, post news China’s securities regulator plans to start a new round of checks on the margin-lending businesses of...
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China Property / Debt - when Kaisa broke our Trust
Kaisa failed to make an interest payment due Jan 8 on $500 million of 10.25% dollar bonds (the first Chinese property company to default on...
280 Views
This week's flash-crash in China: thoughts and implications
China A-shares closed down almost 8% on Monday, on heavy volumes, the largest fall since February 2007. Whilst there were several negative...
250 Views
Shengjing Bank IPO: Competitive Chinese regional bank, strong peer momentum, valuation rich
Shengjing Bank files for IPO to raise equity to strengthen its balance sheet.For momentum/liquidity investors, we would take the deal, given the...
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China Evergrande Group – Making Those Payments
EVERGRANDE: Evergrande magically made another set of 11th hour interest payments of USD 148 mn to bondholders on Wednesday, November 10, 2021 -...
206 Views