Brett Winton: 思考中国的“一带一路” 以及他们扩展了多少新兴市场债务 以及有多少信贷填充??银行资产负债表 以及斯里兰卡如何成为少数中的第一个 以及违约如何通过 ?? 金融系统已经被房地产削弱

原推：Pondering China’s Belt and Road

and how much emerging market debt they extended

And how much of that credit populates ?? bank balance sheets

And how Sri Lanka may the first of a few

And how the defaults could ping-pong through a ?? financial system already real-estate-weakened
https://twitter.com/wintonARK/status/1546329469207453696