Global Source Partners' Collier on Evergrande Default

The transcript discusses the challenges faced by offshore investors in China, highlighting Beijing's market handling approach and political priorities. It examines the impact on Hong Kong's financial system and the risks of contagion. The discussion shifts to China's economic transition challenges, focusing on reducing reliance on the property market and fostering new industries. The role of the banking sector and the risks of cross defaults are analyzed. Finally, the impact of the tech crackdown on job creation and the overarching control of the party are explored.

What role does the banking sector play in managing the current economic situation?

Evaluate responses using AI:

OFF

How might the crackdown on tech companies affect job creation in China?

Evaluate responses using AI:

OFF

What is the significance of the party's control in the context of economic reforms?

Evaluate responses using AI:

OFF