Evergrande's endgame with Ren Liqian
Analyse Podcast15 Dec 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.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(530)

We Never Left the Industrial Age: AI and the Future of Work with Aneesh Raman

We Never Left the Industrial Age: AI and the Future of Work with Aneesh Raman

Fresh out of the studio, Aneesh Raman, Chief Economic Opportunity Officer at LinkedIn and co-author of Open to Work: How to Get Ahead in the Age of AI, joins us to dismantle the flattened narrative th...

1 Juli 41min

If AI Models Have No Moat, What Are Investors Buying? with Benedict Evans

If AI Models Have No Moat, What Are Investors Buying? with Benedict Evans

Fresh out of the studio, Benedict Evans, independent technology analyst and author of AI Eats the World, returns to explore whether the AI model layer is becoming commodity infrastructure. Benedict ar...

24 Juni 57min

Inside "Defending Taiwan": How to prevent a war between China and the US with Eyck Freymann

Inside "Defending Taiwan": How to prevent a war between China and the US with Eyck Freymann

Fresh out of the studio, Eyck Freymann, Hoover fellow at Stanford and author of Defending Taiwan: A Strategy to Prevent War with China, joins us to explore why the Taiwan question will be decided by e...

16 Juni 1h 2min

Innovationism: A New Philosophy for the Age of AI with James Liang

Innovationism: A New Philosophy for the Age of AI with James Liang

Fresh out of the studio, James Liang — Co-founder and Executive Chairman of Trip.com Group, economist, and author of Innovationism: A New Philosophy for the Age of AI — joins us to explore what become...

10 Juni 1h 1min

Incorruptible: The Chapter The Lean Startup Missed with Eric Ries

Incorruptible: The Chapter The Lean Startup Missed with Eric Ries

Fresh out of the studio, Eric Ries — author of the new book Incorruptible, founder of the Long-Term Stock Exchange, co-founder of Answer.AI, and author of The Lean Startup — joins Bernard Leong to dis...

3 Juni 46min

Steve Jobs in Exile with Geoffrey Cain

Steve Jobs in Exile with Geoffrey Cain

Fresh out of the studio, Geoffrey Cain, author of Steve Jobs in Exile and Samsung Rising, returns to the Analyse Podcast to argue that the twelve years between Jobs's 1985 ouster and his 1997 return t...

27 Maj 1h 2min

Inside Singapore's AI Bet for 2030 with Kiren Kumar

Inside Singapore's AI Bet for 2030 with Kiren Kumar

Fresh out of the studio, Bernard Leong sits down with Kiren Kumar, Deputy Chief Executive of the Infocomm Media Development Authority (IMDA) Singapore, for a conversation on how Singapore is building ...

18 Maj 48min

Inside Pulse ID's Playbook for AI-Driven Banking with Alex Topaloski

Inside Pulse ID's Playbook for AI-Driven Banking with Alex Topaloski

Fresh out of the studio, Alex Topaloski, CEO and Co-founder of Pulse ID joined us in a conversation on his company's customer engagement infrastructure powering Visa's cardholder offers across Asia Pa...

14 Maj 42min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
dynastin
rss-borsens-finest
svd-tech-brief
uppgang-och-fall
avanzapodden
fill-or-kill
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
tabberaset
rss-dagen-med-di
borslunch-2
rikatillsammans-om-privatekonomi-rikedom-i-livet
market-makers
rss-hos-psykologen
rss-kort-lang-analyspodden-fran-di
lastbilspodden
rss-dominoeffekten