Evergrande Isn't Having a Lehman Moment, Says UBS' Baweja

The video discusses the deflationary impact of Evergrande in China and the inflationary pressures from global energy prices. It explores the financial implications of Evergrande's situation, China's economic management, and market reactions. The discussion extends to moral hazard, central bank responses, and the role of liquidity in market dynamics, highlighting the challenges and future outlook for global markets.

What does the speaker suggest about the future of property prices in China?

How might the Fed's approach to monetary policy change in response to market conditions?

What factors are contributing to the potential negative earnings revisions mentioned in the text?