Evergrande: why most analysis is dead in water and how best to understand and navigate what’s happening? Both denialists and alarmists are getting it wrong. Let’s start by understanding this: what is happening is the result of a CCP-initiated policy | tweet by Girolamo Pandolfi da Casio ditto Carlo Dossi Erba - Upcarta

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Noah Smith @NoahSmith · Sep 20, 2021

From Twitter

Good thread about Evergrande, China's real estate industry, and contagion.

Tweet Sep 17, 2021

Evergrande: why most analysis is dead in water and how best to understand and navigate what’s happening? Both denialists and alarmists are getting it wrong. Let’s start by understanding this: what is happening is the result of a CCP-initiated policy

by Girolamo Pandolfi da Casio ditto Carlo Dossi Erba

Recommended by 2 people

2 mentions

Preston Pysh @PrestonPysh · Sep 17, 2021

From Twitter

Amazing thread!

Tweet Sep 17, 2021

Evergrande: why most analysis is dead in water and how best to understand and navigate what’s happening? Both denialists and alarmists are getting it wrong. Let’s start by understanding this: what is happening is the result of a CCP-initiated policy

by Girolamo Pandolfi da Casio ditto Carlo Dossi Erba

Recommended by 2 people

2 mentions