China Business Uncovered Podcast #4: Inside Vanke and China's Property Reckoning

About this episode

The episode discusses Vanke's liquidity crisis and the broader implications for China's property market.

Program description: China Business Uncovered takes listeners inside China's business world through the eyes of reporters who investigate it firsthand. Featuring open conversations with Caixin journalists, each episode breaks down the most complex developments inside Chinese companies. Tune in to understand how critical stories are covered, what's really happening beneath the surface, and why it matters for businesses and investors operating in and around China. Recorded in Mandarin and produced in English with the help of AI, China Business Uncovered brings Caixin's in-depth investigative reporting to a global audience. Episode intro: For years, Vanke was seen as one of the best-run developers in China's real estate sector. So, when liquidity pressure began to build around the company, it jolted the market. In this episode, host Han Wei speaks with Caixin senior reporter Chen Bo about her investigative reporting on Vanke's crisis — from mounting debt pressure and state-backed rescue efforts to the complex off-balance-sheet funding network that grew around former president Zhu Jiusheng during the boom years. More importantly, through Vanke, they explore the deeper reckoning…

People in this episode

Host: Han Wei

Guest: Chen Bo

Topics covered

• real estate
• liquidity crisis
• investigative reporting
• China's economy
• property market risks

Keywords

• Vanke
• liquidity pressure
• real estate sector
• shadow financing
• China's economy

Mentioned in this episode

Organizations: Vanke, Caixin, China Business Uncovered, China's property market

More episodes of China Business Insider - News From Caixin Global

• Darers & Doers: The Quest for AI-Powered Cancer Vaccines · April 9, 2026 · 33 min
• China Business Uncovered Podcast #3: Inside the Fall of 'China's LVMH' · March 19, 2026 · 27 min
• China Business Uncovered #2: Brazil's 'Very Chinese Moment' · March 6, 2026 · 23 min
• China Business Uncovered Podcast #1: A $15 Billion Bitcoin Seizure and the Fall of a Cybercrime Kingpin · February 26, 2026 · 31 min
• Caixin Deep Dive: How a $15 Million Chinese Pork Deal Turned Into a Cautionary Tale for Foreign Investors · February 24, 2026 · 6 min
• Caixin Deep Dive: Chinese Local Governments Risk Replicating Mistakes of LGFVs · November 19, 2025 · 5 min