

China Property Crisis, Private Equity Debt, Solomon & Dimon On Rates
Sep 26, 2023
Topics discussed include China's property crisis and the detention of Evergrande's former CEO, Beijing's failure to condemn Russia damaging investment opportunities, CEOs' warning of the impact of higher rates, UK firms risking market value by listing in America, and the risks and challenges faced by private equity firms borrowing high-interest debt.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Warning Signs of High Interest Rates and Evergrande Default
01:34 • 11min
Detentions and Criminal Investigation in China
12:51 • 5min
Private Equity Firms' Borrowing and Potential Risks
17:49 • 2min
Interest Rates and Risk in the Private Equity Market
19:20 • 3min