CTI 81: Evergrande: How we got here, and what it means, with Ming Zhao

China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies. Make sure you don’t miss anything. Check out our lineup of China tech podcasts . This episode, the guys are joined by tech founder and fintwit thread-weaver Ming Zhao. They discuss the broader context of Evergrande’s growth and collapse, and what this means for the broader Chinese economy. Topics include China’s balance-sheet expansion, off-balance-sheet lending, and past instances of heavy leverage and collapse for Chinese firms. Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Watchlist: Tencent Alibaba Baidu Bilibili Xiaomi JD Pinduoduo Meituan-Dianping Kuaishou Hosts: Elliott Zaagman – @elliottzaagman James Hull – @jameshullx Guest: Ming Zhao - @fabiusmercurius Editor: Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson , Royalty Free Music

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CTI 81: Evergrande: How we got here, and what it means, with Ming Zhao is an episode from China Tech Investor by TechNode.

This episode is 00:51:53 long.

This episode was published on Sep 29, 2021.

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