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 factors contribute to the binary outcomes in investment decisions in distressed markets?

What is the significance of the moratorium on bankruptcies in India during the pandemic?

How do geopolitical factors affect financial transactions involving Hong Kong investors?