China Doom or Recovery, Industrial M&A Risk?: Credit Chat
In this Credit Chat edition, Joel Levington, Global Head of Credit Research, Daniel Fan, Senior China Real Estate Analyst and Pri De Silva, Senior Asia Financial Institutions Analyst join Robert Schiffman to share their views on downgrade recession risk for US industrials, the impact of potential “boycotts” on China property value and limited financial risk for the Chinese banking system.
A slowdown in growth is unlikely to affect China’s banking system, avoiding a 2008-like crisis, yet the country’s real estate sector may become further depressed. In contrast, despite over $150 billion of…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.