摩根士丹利：中国房地产及物业管理- 在房地产下行周期中捕捉商业企业的阿尔法机会

July 3, 2025 09:00 AM GMT China Property | Asia Pacific Asia Summer School: China Property and Property Management – Capturing Alpha Opportunity on Commercial Players in Property Down-cycle While China housing market is still facing challenges, we see accelerating consolidation in shopping mall market providing alpha opportunities to commercial players. In this webcast, we will discuss the competitive landscape of shopping mall business and highlight the potential of key players. M Foundation Morgan Stanley ...