Is Chinese Property Firm Vanke Too Big to Fail?

The video discusses the influence of the Shenzhen government on Banky, highlighting the involvement of Shenzhen Metro, a state-owned entity, in the company's management. It explores why Vanka, a major developer, is treated differently due to its mixed ownership and significant role in consumer confidence. Despite government support, Vanka faces financial challenges, indicating broader issues in the property sector. The discussion suggests that state support for Vanka could improve home buyer sentiment.

How has the recent financial performance of Vanke affected its relationship with the government?

In what ways could state support for Vanke influence consumer confidence in the property market?