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TAG China Country Head Han Lin Comments on Evergrande Bankruptcy

“This [Evergrande windup] has an implication for fund managers thinking about atactical China allocation,” said Han Shen Lin, China country director at the AsiaGroup, a U.S. business consultancy. “In the absence of an enforcement mechanismto get to the collateral, China bonds — supposedly safer — are the same risk asequity. I think that will dampen

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