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Episode 11 — Restructuring in Asia: How Will Chinese Bond Defaults Resolve?

December 16, 2020
As China’s forbearance policies ease, resolving bond defaults will increasingly be in the spotlight.

With the second largest bond market in the world, China has weathered the economic downturn this year relatively well, without widespread credit dislocation. Looking ahead, will that picture change as Chinese regulators return to policy normalization, away from the accommodative stance that has sustained issuers and helped mitigate defaults? How will China defaults be resolved?

In this episode of Connected With Latham, Hong Kong partner Howard Lam speaks with Kenneth Ho, Goldman Sachs’ Head of Asia Credit Strategy Research, to discuss what China bond market participants can expect in the year ahead.

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