15 点作者 felixbraun超过 3 年前

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DamnYuppie超过 3 年前

This is an interesting write up. I was unaware of the massive increase in debt over the last 10 years in Chinese households. Curious to see how the deleveraging of that plays out especially in the not high end retail sector.

funwares超过 3 年前

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Evergrande: How best understand and navigate what’s happening?

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Evergrande: How best understand and navigate what’s happening?

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