Discover and read the best of Twitter Threads about #eg

Most recents (3)



Was this #dogwalker a #whitewoman by any chance?

Because for the life of me, I do not get how all can ignore what happened to #myson #AmbroseGGBall in 8 solid years unless it was @MPSHaringey posting up all the wrong information, wrong days and dates,
the wrong locations, wrong description of clothing , the wrong Fox pub, all different times of the night, leaving out the vital information leading up to during and after my son went @missingpeople, did not response for 56 hours after all the calls myself and others had made over
Read 61 tweets
China Credit Update - Mini Thread (10/6/21) 👇👇
2. #Evergrande made headlines in the US two weeks ago when markets dropped 2%. But the slide was more likely due to gamma "unclenching" after a massive 9/17 options expiration. Since Evergrande has now been deemed "contained", attention has moved elsewhere.
3. The story was never #Evergrande. The story is a decade of unsustainable, unproductive debt fueled growth that is key to Chinese economic growth, holds the countries wealth, and is at risk of imploding as Beijing breaks the implicit debt backstop.

Read 11 tweets
1. Keep your eyes forward rather than in the rearview. As warned last week, Sunac (1918.HK) is an elephant to watch out for - huge domino if it falls.

2. Bonds had a scare in July with #EG initial descent, but regained ground. Equity isn't buying it.
9/14 Equity Trading:

Evergrande: -11.9%
*** Sunac: -11.2% ***
Country Garden: -8.1%
GZ R&F: -7.7%
Greenland: -6.0%
Vanke: -5.5%
Fantasia: -4.2%
China Resources Land: -3.3%
Shimao: -2.9%
Read 3 tweets

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