As the European sovereign debt situation has subsided, the attention turns to its ultimate outcome and just how deeply and extensively the pain will be felt. At the same time, the Asian growth engine is decelerating as both China and India brace for a slowdown in economic performance. As European lenders scale back operations in Asia, tighter liquidity conditions heighten the prospect for distress.
Topics for discussion:
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Filling in the vacuum: What kind of opportunities are emerging as European banks continue to scale down their Asian operations? |
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Which countries offer the best risk/reward and what kind of returns can investors expect in these regions? |
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Why do investors choose China for special situations and distressed debt plays when the odds seem so stacked against them? |
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Why could Japan be the next big thing for distressed investors? |
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With many of the "on-the-run" credits having been restructured over the past two years, what's left to do in Australia? |
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How are legal and regulatory environments hindering distressed investing in Asia? What progress is being made on this front across the region? |