3 Gorges Dam is an interesting question. I was reading up on that a few months ago, but need to refresh. If I come up with anything good, I'll try to get that into the next show.
The Chinese real estate problems go a lot deeper than Evergreen, but that one was an alert to investors to dig a bit deeper into balance sheets, and there's a lot of skeletons to uncover. I suspect we are going to be hearing a lot more about this in the near future.
Glad you enjoyed it.
3 Gorges Dam is an interesting question. I was reading up on that a few months ago, but need to refresh. If I come up with anything good, I'll try to get that into the next show.
The Chinese real estate problems go a lot deeper than Evergreen, but that one was an alert to investors to dig a bit deeper into balance sheets, and there's a lot of skeletons to uncover. I suspect we are going to be hearing a lot more about this in the near future.