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Principal Asset Management

2023 Top 500 ranking: 51

Risk and opportunity in Asia credit: Chinese property, regulatory shifts, inflation

Risk and opportunity in Asia credit - Chinese property, regulatory shifts, inflation

We believe at the point of Evergrande default, the contagion are, less financial and more real economy in nature. This is because the overall exposure of the financial system to Evergrande from a top-down perspective is much more manageable albeit there are risks around selected financial institutions with higher exposures ...

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