Evergrande’s $32 Billion IOU Mountain Adds to Liquidity Concerns

The video discusses the financial challenges faced by Evergrande, focusing on its debt load and the use of commercial papers as an alternative fundraising method. It highlights the concerns of investors regarding the company's balance sheet and the potential for further government restrictions. The video also examines the implications of including account payables in the three red lines, which could pose significant challenges for Evergrande.

What doubts are investors expressing regarding Evergrande's debt situation?

In what ways has the perception of Evergrande's bonds changed since September?