DBS Bank China Property Analyst Danielle Wang on Evergrande

The video discusses the challenges faced by companies in meeting debt obligations and the impact on investor confidence. It explores restructuring priorities, focusing on undelivered units and capital injection needs. The banking sector's exposure to the property market is analyzed, highlighting diversification as a mitigating factor. The potential contagion in high yield markets is examined, with concerns about rising funding costs. Finally, the video addresses the property market's current state and the need for policy adjustments to stabilize prices and demand.

In what ways might the capital markets affect companies' ability to refinance?

How do you assess the current state of the property market based on the text?

What signals might indicate a need for policy adjustments in the property market?