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

Sunac China’s Fair Value Slashed by 97%

After missing its USD bond payment, the one-star-rated developer earns an extreme uncertainty rating.
Medallist Manager’s Strategy to Brave China Volatility

First Sentier's Martin Lau stays the course and looks for high quality names.
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.
China Stocks: The Road to Nowhere

Where are the shareholders' yachts?<
China Property Likely to Enter ‘Structural Decline’

We've dropped our fair value estimates for 6 Chinese Developers.
More Homeowner Tax Coming

Analysts say the expansion of the property tax pilot scheme is 'untimely', but poses limited marginal impacts on the sector.
Evergrande Avoids Dollar Bond Default

The firm settles a US$83.5 million coupon payment a day before the grace period ends.
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.
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.
The Evergrande Crisis Explained

Fears are mounting the collapse of one of China's real estate juggernauts could infect global markets.
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?
Who’s Buying Evergrande’s Bonds?

Blackrock, HSBC and UBS have been accumulating Evergrande bonds over the past few months.
Does Evergrande Put Chinese Banks in Peril?

The liquidity crisis in the Chinese property space looms large. Which banks will be most impacted?
Red Flags On Indebted Chinese Developers

With restricted financing remaining a key risk, larger and more solvent names will fare better amid sector consolidation.
China Banks Earnings in Line with Estimates

Analysts see larger banks to continue credit quality improvement despite liquidity tightening.
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.
Is China Coming Up Against a Great Wall?

China’s potential economic stagnation could be to India’s advantage.
Chinese Equity Market: 2001 Vs 2021

Are there any changes in these 20 years?