Scan to Download Gate App
qrCode
More Download Options
Don't remind me again today

When the announcement of Vanke's bond seeking an extension came out, I was very calm. This is the last domino, not the first one.



The stock market reacted very calmly today. The banking index closed up strongly by 0.52%, while the real estate index only slightly dropped by 0.59%.

In September 2021, during the Evergrande moment, hundreds of people came to me for discussions that day, calculation spreadsheets were flying everywhere, and the market was filled with shock and unease. Even the U.S. Secretary of State specifically talked about Evergrande.

In November 2025, during the Vanke moment, my phone was silent, with no more than five people reaching out to discuss with me.

Over the past two years during the roadshows, there have always been concerns about Vanke's potential risks impacting bank stock prices. Today, it landed so peacefully, and the future trend of the banking sector looks very promising.

Looking back at the desolate place, there is neither wind nor rain, nor sunshine.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
0/400
No comments
Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
English
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)