W*****e
发帖数: 7759 | 1 【 以下文字转载自 ChinaStock 讨论区 】
发信人: Warfare (German==Arschloch), 信区: ChinaStock
标 题: 一篇看空中国的文章,全英文长文,有耐心的可以一读
发信站: BBS 未名空间站 (Sun Nov 28 21:39:30 2010, 美东)
Shadow over Asia
http://www.investorsinsight.com/blogs/john_mauldins_outside_the_box/archive/2010/11/23/shadow-over-asia.aspx | H******i
发帖数: 4704 | 2 我觉得有意思的几个句子:
China has huge excesses in the industrial sector, as well as in commercial
and residential real estate.
China has an almost nonexistent social safety net system. So people who lose
jobs don’t complain, they riot.
U.S. and European consumers are 10 times the size of the Chinese consumers.
As a result, a very small change in consumption in the U.S. and Europe has
to be overcompensated by a huge increase in consumption in China, and that
is going to be very difficult to do. | z***o
发帖数: 1254 | 3 中国的社保很弱过去不也一直这样甚至更差吗？ 看多还是看空不能看这个吧？ 又不是
一天两天了你早干么去了。 再说所谓的riot， 中国人一没有枪二没有不怕死的宗教精
神，产党给人一口饭饿不死的本钱还是足够的。 事实上riot应该是在incredible
india更常见的现象，怎么不见他去SHORT INDIA. 感觉现在中国的影响力太大了，一个
升息或加个银行保证金就能让西方的主要股市暴跌， 导致一些八竿子打不着的以前对
中国一窍不通漠不关心的人一夜之间成了“中国问题专家”， 都TMD是钱闹的。
lose
.
【在 H******i 的大作中提到】
: 我觉得有意思的几个句子:
: China has huge excesses in the industrial sector, as well as in commercial
: and residential real estate.
: China has an almost nonexistent social safety net system. So people who lose
: jobs don’t complain, they riot.
: U.S. and European consumers are 10 times the size of the Chinese consumers.
: As a result, a very small change in consumption in the U.S. and Europe has
: to be overcompensated by a huge increase in consumption in China, and that
: is going to be very difficult to do.
| w*******q
发帖数: 1764 | 4 这东西有多大意义？空也好多也好最终的目的都是赚钱，而赚钱大多数都要靠细节功夫
，俺还是那个看法，罗李啰嗦“大势”的八成是intellectual laziness. |
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