Evergrande’s liquidity and restructuring continue to be in focus: liquidators have received initial, non-binding offers for a portion of assets (e.g., property management services plots), which could mean gradual steps toward an orderly sale of assets. This is important for the markets, as the Chinese real estate sector continues to influence the global and domestic situation.
The further order in the industry depends on the policies of the Chinese authorities and the ability of smaller developers to find financing. Investors should watch for reports of offers, asset sales schedule, and possible regulator interventions that could reduce the knock-on effect.
Tip: Prefer caution and balance sheet analysis when exposing to Chinese real estate companies – legal and liquidity risks remain high.