September 20, 2021· 55 min

Understanding Evergrande, the Chinese Real Estate Conglomerate That’s Nearing Collapse

Orality
Model
86%
Highly oral (epic poetry, sermons, hip-hop)

Speaker Breakdown

HostTracy Alloway(981 words)
M:29%
GuestTravis Lundy(6,203 words)
M:29%

Oral Indicators

Agonistic33%
very, extremely, huge
Engagement55%
you, our, your
Memory Aids100%
listen, now, so
Repetition100%
they (118x), know (111x), think (63x)
Parallelism87%
And I'm Joe Wiesenthal...., So, Joe, how much do you know ..., So I was gonna start by saying...
Sound Patterns38%
36 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases6%
you know what, i mean, so to speak

Literate Indicators

Hedging9%
probably, maybe, could
Passive Voice7%
be delivered, was supposed, were called
Abstract Nouns19%
investment, development, description
Subordination7%
because, although, however
Sentence Length45%
Avg: 16.3 words/sentence
Word Complexity48%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style45%
518 personal pronouns found
Descriptive Style93%
really, probably, politically

Description

If you've been following the wild ride that is Chinese real estate, then you've definitely heard of Evergrande. The price of its shares and bonds has been tumbling lately amid concerns about its cash flow and its model. But what really is Evergrande? And who stands to lose in a theoretical restructuring? On this episode, we speak with Travis Lundy, an independent analyst based in Hong Kong who publishes on Smartkarma, about the company's business model and what comes next. See omnystudio.com/listener for privacy information.