DBS: China Property Sector: Have we seen the worst of the sector’s liquidity struggle? Research - Equities
DBS: China Property Weekly Digest – Hinting at a weak set of national numbers for Dec-21 Research - Equities
SCMP: Hong Kong stocks retreat as Ping An, Sinopec, tech firms expose weak earnings season amid China slowdown News
SCMP: Evergrande staves off default after paying US$83.5 million of overdue offshore bond coupon before 30-day grace period runs out News
SCMP: Hong Kong stocks fall as Alibaba, Evergrande, retreat while traders eye policy easing signals amid China slowdown News
SCMP: Evergrande crisis: Beijing not likely to let developer collapse even as it gets tough, analysts say News
UOBAM: Bond Investors – The Evergrande and Fantasia Crisis Calls For Caution Not Capitulation Research - Fixed Income/ Bonds
SCMP: Hong Kong stocks jump by most in 7 weeks as Alibaba, tech index rebound while Chinese Estates soars on privatisation bid News
SCMP: China Evergrande crisis casts shadow on Chinese real estate sector’s outstanding US$232 billion offshore bonds, Fitch says News
SCMP: Sun Hung Kai Properties, Wheelock among developers rushing to build small flats as Hong Kong home prices approach all-time high News
SCMP: Chinese cities ask developers to stop discount gimmicks as local governments seek to prevent a collapse in home prices News