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Olduvai III: Catacylsm
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China’s “AIG” Moment Arrives: Beijing Bails Out “Systemically Important” Anbang, Chairman Removed

China’s “AIG” Moment Arrives: Beijing Bails Out “Systemically Important” Anbang, Chairman Removed In November of last year, we set forth the four candidates that would trigger China’s downfall and expose the Potemkin village economy as nothing but a facade… It might be Anbang – the acquisitive insurance behemoth – see “Anbang Just Became A ‘Systemic […]

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China Systemic Risk: HNA Group Denies Liquidity Problem, It’s Only “End-Of-The-Year Tightness”

China Systemic Risk: HNA Group Denies Liquidity Problem, It’s Only “End-Of-The-Year Tightness” Every few days at the moment, it seems, we return to the subject of systemic risk in China related to its big four highly-indebted conglomerates, HNA, Anbang, Evergrande and Dalian Wanda. Our main source of concern recently has been HNA, after it issued […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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