The Evergrande Debt Crisis

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The future of Evergrande – the world’s most indebted company in the world – is being examined by investors after the company last Friday did not meet a deadline to make an interest payment to offshore bond holders, impacting the Chinese USD bond markets. 

Emerging market corporate bonds are vulnerable to geopolitical risks. Chinese authorities, therefore, are striving to signal to investors that Evergrande’s debt crisis will not spiral out of control or derail the economy. 

According to Bloomberg, The People’s Bank of China pledged to ensure a “healthy property market” and protect homebuyers. The central bank has added a net 100 billion yuan ($15.5 billion) of liquidity into the banking system on Tuesday. This is the eighth day of injections – and the longest streak since December.

As a result, some emerging market funds, including those at BlackRock Inc. and BlueBay Asset Management LLP, started buying the developer’s dollar bonds at distressed levels, Morningstar Inc. said in a report.

Source: Bloomberg

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