Morning Call: China & Evergrande Special... What next?
Join David & Tim every weekday morning at 9am UK time live in the Discord, or listen back here from 10am each day!
We'll be talking about anything that pops up whether it's market, politics or macro related with a special guest every now and then.
Today we focused on China & Evergrande (what else?) & the potential for a lost decade in China.
It's not a Lehman Brothers moment, but it will have far-reaching consequences, and if the shadow lending / fraud is as widespread as feared, a fast unwind could be on the cards...
A thread on the similarities