SC Lowy CEO on China's Corporate Credit Market

The video discusses the ongoing HUARONG crisis and its implications for investors, highlighting the uncertainty in the Chinese high-yield market. It examines Evergrande's financial challenges, including its growing payables and potential government intervention. The discussion also covers market reactions to defaults and the potential for investment opportunities despite uncertainties.

What are the main concerns regarding the survival of HUARONG and its ability to repay obligations?

In what ways could the Chinese government influence the situation of companies like Evergrande?

What factors contribute to the uncertainty surrounding the Chinese high yield market?

How has the perception of investment opportunities in Evergrande changed over time?

What implications does the doubling of payables at Evergrande have for its financial health?

How does the current bond market sentiment in China affect investor confidence?

What are the potential consequences of a default by Evergrande on the broader market?