Last year, a leaked memo offered investors an early hint of Evergrande’s debt crisis. The leak showed that the struggling Chinese property developer was asking for government support. Sunac, China’s fourth-largest developer, is dealing with reports of a leaked memo of its own. Investors who ignored Evergrande’s letter should pay closer attention this time.
去年,一份泄露的備忘錄讓投資者看到了恒大(Evergrande)債務危機的先兆。泄露的文件顯示,這家陷入困境的中國房地產開發商當時正在尋求政府支持。如今,中國第四大房地產開發商融創(Sunac)正在處理有關其內部一份備忘錄遭泄露的報道。曾忽視恒大求助信的投資者這次應該更加密切關注。
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