10/15/2021

IMF: China Has Means to Address Evergrande Crisis

"Similarly, earlier and clearly communicated intervention would likely minimize the risk of contagion, although at the cost of reinforcing a perception of individual firms being too big to fail."

10/12/2021

Inching Towards Normal - But Not Without Risk

We believe central banks will be worried that the pick-up in energy prices will undermine consumer spending resurgence and remain slow to tighten monetary policy. But China continues to concern us.

10/11/2021

Thailand, China regulators to explore cross-border initiatives

“Both parties also discussed and exchanged regulatory views on the developments and challenges related to supervision of innovative finance and digital assets in capital market as well as SMEs’ and startups’ capital market access to fund

10/07/2021

No Tantrum Just Taper

For now, Evergrande doesn’t seem to be triggering a contagion, but the space needs to be watched.