CLEAN : Analysts say Beijing "has a plan" to rescue embattled Evergrande

The transcript discusses the financial challenges faced by Evergrande, a major Chinese property developer. It highlights the need for debt restructuring and potential haircuts, as well as the role of the Chinese government in managing the situation. The discussion covers the lessons for developers regarding over-expansion and the importance of asset monetization. The potential for social instability due to nervous homebuyers and the likelihood of government intervention are also addressed.

What lessons are implied for other developers based on Evergrande's experience?

Discuss the significance of Evergrande's asset monetization in relation to its debts.