Evergrande

China Evergrande Group – More Casualties

Equity Bottom-Up
311 Views, 17 Jan 2022 02:11
EXECUTIVE SUMMARY
  • Evergrande Is Breaking Down More Rapidly Than Banks Have Kept Up;
  • Minsheng Has Significant Exposure to Evergrande and Other Problem Developers; and
  • Minsheng Is Not Insolvent, But It Is Getting There Very Quickly.

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Thomas J. Monaco
Silver Point
FinancialsEquity Bottom-UpThematic (Sector/Industry)
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