Evergrande not the first debt debacle in China, but its $305 billion debt, if unpaid, will have a ripple effect on the economy; ESG-friendly crypto products becoming hot commodities for institutional investors; GIC sees no systemic risk in Evergrande crisis, but Soros Fund presses pause on China; Which assets will perform under stagflation?; Family offices taking ESG into their own hands as regulators play catch up; and more.
The Evergrande crisis and government clampdowns has cast a pall over China investment. While one fund is putting investment on hold, another says it's staying the course.
Chinese government intervention and regulations are causing major headaches for domestic and foreign investors alike – especially those with large exposure to Chinese property.