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

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…

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