The MacroTourist

The MacroTourist

Share this post

The MacroTourist
The MacroTourist
EVERGRANDE HYPERBOLE
Copy link
Facebook
Email
Notes
More

EVERGRANDE HYPERBOLE

Why it's not as bad as it seems, and some names to maybe buy

Kevin Muir's avatar
Kevin Muir
Sep 22, 2021
∙ Paid
42

Share this post

The MacroTourist
The MacroTourist
EVERGRANDE HYPERBOLE
Copy link
Facebook
Email
Notes
More
21
Share

I must confess, I did not expect the market to grab hold of the Evergrande story with such ferocity. Although Chinese property developer bonds have been leaking for the past two months [CHINESE CONTROLLED DEMOLITION July 27, 2021], yesterday seemed to be the day warned about in that old trading trope; it doesn’t matter until it matters - and then it ma…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Kevin Muir
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More