China's Real Estate Sector in Trouble
What Do Asian HY Bond Managers Say About China Property?
None of the 54 Morningstar tracked Asian high yield bond funds returned positively year-to-April. What can investors expect in the remaining of 2022?
Market Watch
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Sunac China’s Fair Value Slashed by 97%
After missing its USD bond payment, the one-star-rated developer earns an extreme uncertainty rating.
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Medallist Manager’s Strategy to Brave China Volatility
First Sentier's Martin Lau stays the course and looks for high quality names.
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Best-Performing Chinese Stocks Amidst the Correction
Two names made it to the top of the charts, each gaining more than 40% so far this year.
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China Stocks: The Road to Nowhere
Where are the shareholders' yachts?<
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China Property Likely to Enter ‘Structural Decline’
We've dropped our fair value estimates for 6 Chinese Developers.
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More Homeowner Tax Coming
Analysts say the expansion of the property tax pilot scheme is 'untimely', but poses limited marginal impacts on the sector.
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Evergrande Avoids Dollar Bond Default
The firm settles a US$83.5 million coupon payment a day before the grace period ends.
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Is Fantasia’s Collapse a Sign of Worse to Come?
Fund managers see the stresses on China’s property market as temporary and are on the hunt for bargains.
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Evergrande Crisis: Fund Manager Reaction
Morningstar analysts have produced a comprehensive report on the Evergrande crisis and which fund managers are exposed to the Chinese company - and which have kept their distance.
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The Evergrande Crisis Explained
Fears are mounting the collapse of one of China's real estate juggernauts could infect global markets.
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The Other Evergrande Bond Issuers
The troubled real estate developer has been issuing bonds through its listed entity, as well as through subsidiaries. What’s the real Evergrande representation in portfolios?
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Who’s Buying Evergrande’s Bonds?
Blackrock, HSBC and UBS have been accumulating Evergrande bonds over the past few months.
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Does Evergrande Put Chinese Banks in Peril?
The liquidity crisis in the Chinese property space looms large. Which banks will be most impacted?
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Red Flags On Indebted Chinese Developers
With restricted financing remaining a key risk, larger and more solvent names will fare better amid sector consolidation.
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China Banks Earnings in Line with Estimates
Analysts see larger banks to continue credit quality improvement despite liquidity tightening.
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3 Investments That Are Riskier Than You Think
EM bonds, country tracker funds and small caps can yield extra returns. But investors must know how to handle them.
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Is China Coming Up Against a Great Wall?
China’s potential economic stagnation could be to India’s advantage.
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Chinese Equity Market: 2001 Vs 2021
Are there any changes in these 20 years?