Understanding China Macro - and how you can make a 200% return by buying Evergrande's bonds today
in think you are missing the $150bn in A/P, $30bn in contract liabilities and estimate on the undisclosed WMP and trust products from the debt stack here
Evergrande: What Happens Next? (Part 2)
in think you are missing the $150bn in A/P, $30bn in contract liabilities and estimate on the undisclosed WMP and trust products from the debt stack here