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The Bizarro World of Chinese Real Estate

POSTED ON November 5th - POSTED IN Credit, Risk, yield curve, trends

By Lewis Johnson - CHIEF CONCLUSION There are two reasons why you should care about the ongoing meltdown of China’s overindebted property developers. The first is that, in my opinion, these debt-driven companies are at[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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