24 Sep 2021 | Value Investing Substack NEWS
Evergrande, Huawei, and Malaysia's Property Sector Overhang
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Highlights:
Links:
Stocks:
China:
How Evergrande could turn into 'China's Lehman Brothers' | Nikkei
Evergrande’s $32 Billion of IOUs Add to Liquidity Concerns | Bloomberg
Evergrande Gave Workers a Choice: Lend Us Cash or Lose Your Bonus | NYT
Macro:
China:
USA:
ASEAN:
Covid:
Rate of breakthrough infections demonstrates effectiveness of Covid-19 vaccines
Indonesia COVID rate falls to ASEAN's lowest as rebound fears loom | Nikkei