China’s Shadow Banks Could Make Real Estate Slump Worse

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Bad bank loans have reached a six-year high as China’s housing market continues to slow along with the nation’s economy. Now, Standard & Poor’s warns lenders in the world’s second-largest economy are understating their exposure to the slumping real estate market. If the downturn persists for at least a year or two, experts say, it could…

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Is First Gen An Overlooked Power Play That Deserves A Re-Rating?

environmental 1651092002The post was originally published here. Highlights: Resolving gas supply issues ensures longevity A pioneer in renewable energy should be future proof Undemanding valuation could lead to re-rating Q1 2022 hedge fund letters, conferences and more

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