Duration 15:00

Evergrande Crisis Explained

2 295 watched
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Published 30 Sep 2021

I watched, read, and listened to over 100 videos, articles and podcasts, so that I could take out the key tidbits and analysis on the Evergrande Crisis. In this video I breakdown Evergrande into 3 main buckets: 1. China and Real Estate 2. Evergrande and 3. The Global Economy. We look at how this will likely result in an economic slowdown for China and how the resulting slowdown in velocity could impact various global players including HSBC. This video includes sources such as Epsilon Theory, Kyle Bass, Jim Chanos, Gillian Tett, and Jason Burack. Here are some of the articles I found helpful in my research: Look to Japan for lessons on Evergrande, Gillian Tett: https://www.ft.com/content/182a65c8-607c-40a6-9c3f-0cce0e52b8dc Lehman Brothers 2.0: A Brief History of the Evergrande Collapse, Hermina Paul: https://thedeepdive.ca/lehman-brothers-2-0-a-brief-history-of-the-evergrande-collapse/ Evergrande fallout could be worse than Lehman for China, warns Jim Chanos, Harriot Agnew: https://www.ft.com/content/0bf52d39-fd42-408f-aa85-52a4135de312 Evergrande is beginning of China economy retraction: Expert, CNBC: https://www.cnbc.com/video/2021/09/21/evergrande-is-beginning-of-china-economy-retraction-expert.html Understanding Evergrande, the Chinese Real Estate Conglomerate That’s Nearing Collapse, Odd Lots, Bloomberg: https://podcasts.apple.com/us/podcast/understanding-evergrande-the-chinese-real-estate/id1056200096?i=1000535983185 #Evergrande #China #HSBC #KyleBass #JimChanos ============ Looking for better insights on the markets? The Deep Dive Spotlights is providing exclusive industry insights from executives, insiders, technicians, specialists and more. We're upgrading our Canadian small cap coverage from written to visual, hitting investors with a double dose of market insights to provide a special look into just what's happening in the Canadian public markets. Catch our full suite of content below: Website: https://thedeepdive.ca/ Twitter: https://twitter.com/TheDeepDive_ca Facebook: https://www.facebook.com/TheDeepDive.ca/ Instagram: https://www.instagram.com/the.deep.dive/ LinkedIn: https://www.linkedin.com/company/the- ... Disclaimer: Not a recommendation to buy or sell securities. Always do additional research and consult a professional before purchasing a security. The Deep Dive and its affiliates hold no licenses.

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