I enjoyed @ayeshatariq ‘s memo on Evergrande and her analysis of the current situation and possible next steps.

This one is a story to follow since most of China’s GDP growth has been largely driven by real estate. The default by the largest RE company in China indicates that this growth engine just went away.

Ayesha Tariq, CFA's avatar
Thank you for sharing Aquiba. I’m glad you found it useful.



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