Ep.4 - Post Property Crisis China - What does the future hold and What opportunities are available? - ft. Gordon Ip
The Finance Garage by Jonathan Wu
Episode notes
In this episode of The Finance Garage, we have our first international guest. Tune in as we delve into the evolving landscape of Asian credit markets with industry expert Gordon Ip (CIO Fixed Income - Value Partners), who brings a wealth of experience from his career in the US and over a decade in Hong Kong.
Gordon unpacks the ongoing turbulence in China's property sector, highlighting its staggering 90% default rate and its broader impact on Asia's economy. From insights on China’s stimulus efforts to the intricacies of Hong Kong’s financial future, Gordon shares valuable perspectives on navigating credit opportunities in an unpredictable market. We also explore the unique attributes of Asian versus Western credit markets, including the rise of private credit and its influence on investors.
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