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For the first time in months the market has found an excuse for a sell-off. Evergrande is the problem but it's the uncertainty that is the killer. No-one knows who is exposed and where the tentacles of contagion will reach. Or whether the Chinese will save the situation tomorrow. With US markets trading at the highest PE since the tech boom, it doesn't take much to puncture the bubble. Today's podcast explains Evergrande and gives you a clear strategy on what to do next. Also look out for the ON THE DESK PODCAST today.