Evergrande Is More of a Challenge for China, Attanasio Says

The video discusses the significance of Evergrande's default and its impact on equity markets, particularly in China. It highlights the lack of immediate effects on middle market portfolios and the absence of these bonds in peer portfolios. The discussion shifts to global liquidity, driven by central banks, and its influence on market dynamics. The speaker shares insights on borrowing costs and financial strategies, emphasizing the need for returns in a low-yield environment.

What are the concerns raised about the property market in China?

What does the speaker suggest about the high yield market and its current yield?