China NPL Market Outlook Looks Brighter, PwC Says

The video discusses the changes in the market dynamics involving banks, MCS, and foreign investors. It highlights the role of the CBRC in addressing bad loans and the process of packaging loans for investors. The discussion covers the impact of foreign investors on market prices, the strategies to avoid bidding wars, and the challenges faced by domestic investors. It also touches on the major players in the market and the potential impact of a cooling property market on investment portfolios.

What changes have occurred in the sales from banks to the MCS?

How do MCS package portfolios for investors?

What are the characteristics of the loans being sold by banks?

What concerns were raised about foreign investors in the market?

What impact does a cooling property market have on portfolios bought by AMCs?