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Tag : evergrande

A Letter from London

The dark side of the China Story
  • Samuel Pepys
  • Oct 20, 2021 3:10p.m.
  • Big Ideas
The dark side of the China Story

From his perch in The City, a leading strategic analyst who prefers the pen name Samuel Pepys, looks at what’s shifting at the intersection of business, markets, economy and society. In this letter: a global supply crunch; an imploding credit-driven economic model; a new economic playbook

  • Read Time : 9 mins
  • 3 Comments
  • Tags
  • Fantasia
  • Evergrande
  • Global supply crunch
  • Modern Land
  • Xinyuan
  • China
  • Sinic
  • China’s property sector
  • China’s credit-driven economy

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