China Credit Investors Brace for Hidden Debt Surprises

The video discusses the ongoing stress in the offshore market, highlighting concerns about hidden debt, particularly with Logan Group. It explores the impact of these issues on bond prices and the broader property bond market. The video also addresses the wave of auditor resignations ahead of earnings, which could reveal hidden risks. It concludes with an analysis of government measures aimed at affordable housing and their limited impact on private developers.

What concerns have resurfaced in the offshore market as mentioned in the text?

How has the Logan Group responded to allegations regarding private debt guarantees?

What impact has the liquidity crisis had on auditors according to the text?

What measures have been taken by the government to address the situation in the property market?

What is the ultimate goal of the policies mentioned in the text regarding property sales?