Risk Alert | Housing bubble in China?

27 September 2021 - In this week’s exclusive client Risk Alert, John Endres and Simpe Jonas assess the looming dollar-bond default of the world’s most indebted property developer, China Evergrande, and the emerging housing bubble in China.

Publication description

How will the Chinese government respond to an Evergrande collapse, and could this trigger a broader financial crisis in China, they ask?

Endres and Jonas also explore the sharp rises in global energy prices, and the potential unintended consequences of the ‘green transition’ for the world’s major industrialised economies.