SC Lowy CEO on China Evergrande, Bid for Dewan Housing

The video discusses the financial challenges and opportunities in China and India, focusing on Evergrande's liquidity issues and the Chinese government's role in market stability. It highlights the opaque nature of investment information in China and the binary outcomes investors face. The discussion shifts to India, emphasizing the country's investment potential despite regulatory and financial hurdles. The video also covers the bidding process for DHFL and the challenges faced by foreign investors due to geopolitical tensions.

What steps has Evergrande taken to address its liquidity issues?

• Increased short-term debt

• Improved long-term leverage

• Received government bailout

• Issued more dollar notes

What is the trend regarding the Chinese government's intervention in state-owned enterprises?

• Reduced intervention

• Complete withdrawal of support

• No change in policy

• Increased bailouts

Why is investing in China considered to have a binary outcome?

• Due to transparent information

• Due to government guarantees

• Because of stable cash flows

• Because of opaque information

Which countries in Asia are considered better for traditional analytical skills and valuation analysis?

• South Korea and Vietnam

• Thailand and Malaysia

• India and Indonesia

• China and Japan

What challenges are faced by investors in India?

• New regulations and bad debt

• Efficient banking system

• Lack of market size

• Stable economic conditions

What is the main concern for foreign investors in the DHFL bidding process?

• Rigged rules and extended bidding

• Low asset value

• High competition from local banks

• Lack of interest from bidders

How is the geopolitical situation affecting financial transactions from Hong Kong?

• No impact on transactions

• Favorable conditions for investors

• Increased support from China

• Extra scrutiny and delays