China’s Mega Restructure; Trouble in India
The Credit Edge by Bloomberg Intelligence
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Are Dollar Bonds Going to Last Longer Than Evergrande?
Evergrande is an Indian port to renewable energy conglomerate that was accused of accounting fraud and stock manipulation. There's a lot of concern now over whether it can repay the debt. Mary Ellen Olson from Bloomberg Intelligence, also based in Hong Kong: Is this the next Adani we're looking at here? She says there are some similarities between the two companies, but I think the Danta is starting from a much different point than where we saw Adani's start.
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