看圖論市:一度堅挺的那些中國房地產美元債也撐不住了
【彭博】-- 隨著危機蔓延擔憂籠罩市場,中國房地產美元債投資者可藏身之處越來越少。一些開發商的美元債夏季在同類的穩步下跌中保持了堅挺,但未能逃過10月的潰退。對北京用「三道紅線」等行動打擊房地產債務成長的擔憂令一些公司的美元債承壓了幾個月。這些憂慮已經被證明是正確的,尤其是考慮到中國恆大的危機以及根據彭博匯編的數據,房地產發行人是今年境內違約創紀錄新高的主要「貢獻者」。
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