Statt Evergrande eher Hongkong das asiatische Lehman?
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"Der Immobiliensektor ist überdimensioniert und bedarf sicherlich einer Schrumpfung." meint Edgar Walk im Interview mit Börsen Radio Network. Die Folgen? "Auf alle Fälle Rezession in China! Wir sind jetzt schon in der Rezession und es wird sich noch verschärfen." Was bedeutet das für die Firmen, die starkes China-Geschäft haben, kommen die auch in Schwierigkeiten? Edgar Walk warnt außerdem davor, dass Evergrande nicht das neue Lehman wird, sondern Hongkong das Potenzial dazu hat.
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