Topic Archive

#Evergrande

2 dispatches

Aug 13, 2025 • Reading Note

(Finally) The End of Evergrande

It’s been a long time coming but China Evergrande (which I blogged about nearly 2 years ago!), once China’s largest property developer and who’s debt crisis is widely viewed as the “Lehman Brothers” moment in China’s property crisis, has finally been de-listed, about 18 months after it was ordered to be liquidated.

Nov 28, 2023 • Reading Note

Will Hong Kong Put the Fear Into China’s Property Builders?

The collapse of China’s massive property bubble is under way and it is wreaking havoc as significant amounts of the debt raised by Chinese property builders is from offshore investors. Because of (well-founded) concerns on how Chinese Mainland courts would treat foreign concerns, most of these agreements have historically been conducted under Hong Kong law.