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2009/03/31 10:19:12瀏覽736|回應0|推薦1 | |
世界經濟火車頭﹖ 成事不足﹐敗事有餘喔。幫不上忙﹐還會有倒忙﹔恐成吊車尾喔﹖ 唉﹐幾年前﹐太公所擔心的事﹕中共的社會危機﹐台海兩岸的緊張(五年前作出預測﹐三年多前在聯網家城寫文發表過這個觀點)﹐在奧婆馬的一意孤行下﹐形勢如此﹐世局緊張﹐貿易萎縮﹐看來老美帶領世界走上『大蕭條』(我們不必Smoot-Hawley tariff law 的名﹐就能製造出同樣的效果)﹐可能將如太公預料﹐加州地產慘跌八十趴一樣﹐很快會在二年內出現。 唉﹗我佛慈悲幫個忙﹐不求給大智﹐就給兩岸領導人一點點智慧﹐能以『華』四兩撥『美』千鈞﹐行不﹖濟老佛爺﹐咱給您叩頭啊﹗ Pros Say: Prepare for China to Hurt, Not Help By: CNBC.com | 27 Mar 2009 | 07:09 AM ET As the economic downturn continues to smother the prospects of a recovery in the West, many investors are still hoping that Chinese growth will provide a much needed global kick start. But the once-booming dragon economy may see its growth more than half as a result of the credit crisis, which could dash expectations for a widespread recovery, experts told CNBC. China’s Growth May Fall to 5% “The bears see that China’s exports are falling apart and also the investment confidence at this moment is very low,” Dong Tao, chief regional economist at Credit Suisse, told CNBC. “This is why the Chinese economy, in my opinion, the growth is coming down from 12 percent toward perhaps 5 percent,” Tao said. Fitch Sees Higher Refinancing Risk in Asia Companies in China, South Korea and Japan are most likely to run into problems refinancing their short-term debt, according to Tony Stringer, MD & head of corporates group, Asia at Fitch Ratings. Hot Sector Picks in China's A-Share Market Karma Wilson, head of Asian equities at AMP Capital Investors sees opportunities in China's A-Share market. She reveals which sectors she favors and why to CNBC. Bullish on Chinese Banks Cyrus Daruwala, MD for Asia Pacific at Financial Insights tells CNBC why he is bullish on Chinese lenders. China's Need for Commodities As China grows wealthier, it needs to consume more commodities, says Dong Tao, chief regional economist at Credit Suisse, speaking to CNBC's Karen Tso. US Economy Getting Worse, Slower Michael Yoshikami, founder, president, and chief investment strategist at YCMNET Advisors, suggests caution despite the recent run-up in stocks as the US economy is still hurting. He advises investors to take profit in rallies. © 2009 CNBC.com
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