Kaisa Misses Payment; Evergrande Holders Eye Founder's Assets

The transcript discusses the financial struggles of the Kaiser Group, highlighting their missed payments on wealth management products and the implications for their dollar bond holders. It compares Kaiser with other developers like Evergrande, noting the significant financial stress in the Chinese real estate market. The discussion also covers Evergrande's financial situation, including their assets and liabilities, and the potential actions by Chinese authorities.

What significant financial event did Kaiser Group experience recently?

How much in dollar bonds does Kaiser Group have outstanding?

What are some of the unfavorable factors affecting Kaiser Group's liquidity?

What does the missed payment on onshore liabilities imply for Kaiser Group's dollar bond holders?

What actions are Chinese authorities considering regarding the financial situation of Kaiser Group?