摩根士丹利：中国房地产怎么了？接下来会怎样？用 12 张图表解读违约周期
摩根·2025-02-24 16:40
February 24, 2025 09:04 AM GMT ASIA CREDIT STRATEGY What Happened to China Property? What's Next? The Default Cycle in 12 Charts 更多一手调研纪要和研报数据加V：shuinu9870 更多一手调研纪要和研报数据加V：shuinu9870 更多一手调研纪要和研报数据加V：shuinu9870 更多一手调研纪要和研报数据加V：shuinu9870 更多一手调研纪要和研报数据加V：shuinu9870 更多一手调研纪要和研报数据加V：shuinu9870 We are 4+ years into a default cycle for the China property sector that started in early 2021. We believe that the China property sector is finally close to end of this default cycle. However, we think that the end of def ...