When major property developers face debt trouble, markets often panic. But here's a contrarian take: if a giant like Vanke actually defaults, it might accelerate necessary market cleanup. Sometimes controlled failures beat zombie companies dragging down an entire sector. The real estate shakeout could force healthier capital allocation - painful short-term, potentially constructive long-term.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
6 Likes
Reward
6
3
Repost
Share
Comment
0/400
BearMarketBro
· 4h ago
Compromise rhetoric; the real market would never be so gentle.
View OriginalReply0
RugpullTherapist
· 4h ago
Oh, it's really satisfying to clean up a batch of bad debts, but what should we retail investors do if Vanke really blows up?
View OriginalReply0
BlockchainGriller
· 4h ago
If you're going to go bankrupt, then go bankrupt. After all, zombie companies should have died long ago.
When major property developers face debt trouble, markets often panic. But here's a contrarian take: if a giant like Vanke actually defaults, it might accelerate necessary market cleanup. Sometimes controlled failures beat zombie companies dragging down an entire sector. The real estate shakeout could force healthier capital allocation - painful short-term, potentially constructive long-term.