Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
What Is Adani and Why Do We Care?
01:34 • 2min
Adani Groups - What's the Latest News on Adani?
03:47 • 2min
Is the Liquidity Crisis Resolved?
05:43 • 2min
Adani Green Energy Bonds - Is There a Big Maturity Coming Due?
07:47 • 2min
Is Adani Too Big to Fail?
09:40 • 2min
Is Paying Back the Debt Enough to Save Adani?
12:07 • 2min
The Masks Come Off - What's the Mood on the Ground?
14:14 • 2min
Is Online Retail Growth Going to Slow Down a Bit?
16:20 • 2min
Are There Any Companies That Will Benefit From the Reopening of Credit Issuers?
18:15 • 2min
The Chinese Reopening, Is It a Good Idea?
19:56 • 2min
What's Going on With Macau's GGL?
21:51 • 3min
Macau Gaming - Is There Regulatory Risk?
24:23 • 3min
The Reopening of China's Economy
27:35 • 2min