Evergrande's endgame with Ren Liqian
Analyse Podcast15 Des 2021

Evergrande's endgame with Ren Liqian

"I will say that in the end, the Evergrande situation will be similar, particularly to like HNA group. So I think right now they have not filed for an event bankruptcy cases. Yet their hope is still can can muddle through. But in the end, the likely end of Evergrande is going to turn out to be much more similar than people realize." - Ren Liqian

Podcast Information:The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Sound credits for the intro and end music: "Run it" by DJ Snake, Rick Ross and Rich Brian and the episode is edited by Geoffrey Thomas Craig.

Fresh out of the studio, Ren Liqian from Wisdom Asset Management, joined us to discuss the fallout from the likely default of Evergrande, a Chinese real estate conglomerate and what it means for the Chinese economy and the rest of the world. Liqian started the conversation with her background and her analysis of the Chinese market specifically in the real estate and technology sector. She debunked the misconceptions of Evergrande from Western media similar to the Lehman contagion during the 2008 financial crisis and explained the likely outcomes of Evergrande if it ever defaults. Last but not least, she shed light on how State-owned Assets Supervision and Administration, a Chinese government body that are working behind the scenes on the Evergrande situation similar to other conglomerates in trouble such as HNA and Huarong.

Editor's note: We recorded this conversation in early November, and hence it does not include the recent news on Evergrande's default.

Episoder(521)

How AI Is Rewriting the Future of Trust and Safety with Yoel Roth

How AI Is Rewriting the Future of Trust and Safety with Yoel Roth

"The word I always come back to when I think of the future of trust and safety is governance. We are no longer just making moderation decisions. We're no longer just banning people or deleting posts o...

29 Apr 54min

From Token2049 to SuperAI: Architecting Global Tech Convergence with Peter Noszek

From Token2049 to SuperAI: Architecting Global Tech Convergence with Peter Noszek

Fresh out of the studio, Peter Noszek, co-founder of SuperAI and TOKEN2049 join us on a conversation that maps the widening gap between Silicon Valley's creative intensity and Asia's underutilised com...

20 Apr 48min

The Agentic SOC: How Splunk Security Transforms Enterprises in the Age of AI with John Morgan

The Agentic SOC: How Splunk Security Transforms Enterprises in the Age of AI with John Morgan

Fresh out of the studio with John Morgan, Senior Vice President and General Manager of Splunk Security at Cisco. The conversation unpacks the AI inflection point reshaping security operations — from t...

13 Apr 23min

Building the World's Largest Podcast Studio Network: Poddster & Podyx with Borko Kovacevic

Building the World's Largest Podcast Studio Network: Poddster & Podyx with Borko Kovacevic

Fresh out of the studio, Borko Kovacevic, Co-founder of Poddster and Podyx, joins us to explore how he is building the world's largest podcast studio network and the operating system behind it. He sha...

1 Apr 1h 2min

Elastic: From Search Recipes to AI Infrastructure at Scale with Ken Exner

Elastic: From Search Recipes to AI Infrastructure at Scale with Ken Exner

Fresh out of the studio, Ken Exner, Chief Product Officer at Elastic, joins us to explore how Elastic evolved from the world's most popular open-source search engine into the context layer powering mo...

24 Mar 38min

Beliefs Are Tools, Not Truths: Beyond Belief with Nir Eyal

Beliefs Are Tools, Not Truths: Beyond Belief with Nir Eyal

"Motivation is a triangle. It requires: Behavior: What am I going to do? Benefit: Why am I going to do it? Belief. If you don’t have those three areas of your life in concert, all the advice in the wo...

9 Mar 53min

Arize AI in Asia Pacific: LLM Evaluation, Observability & Scale with Patrick Kelly

Arize AI in Asia Pacific: LLM Evaluation, Observability & Scale with Patrick Kelly

Fresh out of the studio, Patrick Kelly, Vice President for Asia Pacific at Arize AI, joins us to explore the critical world of AI observability, evaluation, and infrastructure and how Arize AI will st...

3 Feb 38min

This Week in Asia: Is the AI Bubble About to Pop? with Daniel Cerventus and Michael Smith Jr

This Week in Asia: Is the AI Bubble About to Pop? with Daniel Cerventus and Michael Smith Jr

By popular demand, Michael Smith Jr., co-host of The Generalist podcast, and Daniel Cerventus Lim, semi-retired entrepreneur and community builder in Malaysia, return for another candid deep-dive into...

26 Jan 58min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
rss-pa-konto
pengesnakk
pengepodden-2
finansredaksjonen
morgenkaffen-med-finansavisen
liberal-halvtime
rss-skravla-gar
utbytte
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
livet-pa-veien-med-jan-erik-larssen
rss-markedspuls-2
rss-sunn-okonomi
lederpodden