China Bond Selloff Spreads to Higher-Quality Dollar Bonds

The video discusses the spread of a sell-off in the Chinese bond market, initially triggered by high yields on Chinese dollar junk bonds. This sell-off is affecting higher-rated property developers and the broader market for Chinese investment-grade dollar bonds. The focus then shifts to Evergrande, which faces a significant coupon payment deadline to avoid default, potentially leading to restructuring. Other Chinese firms like Kaiser and Jango are also under scrutiny due to their substantial offshore dollar debt and default risks.

Which other Chinese property firms are investors monitoring alongside Evergrande?

What potential actions are firms like Kaiser considering in light of their offshore dollar debt?