上证不反转, 一切皆浮云 http://www.mitbbs.com/article_t/Stock/33884817.html 有人几天后发布了这个,很有可能通过google翻译剽窃了帮主的想法。 I have maintained throughout the extreme moves of the past 3-4 months, that the bull market in early 2009 had its source in 2 things: China moving to a more domestic-driven consumer-led recovery and the strong asymmetric monetary bias in the US. As big a problem as Europe has been, and is, I don ’t see European economic activity as key to driving world economic growth and markets. In order for my theory to be true, we need to see more evidence of slowing China inflation, a shift in China’s policy bias, and evidence that their own consumer continues to do just fine, as well as ongoing evidence that the US is not being dragged down by Europe. While the Euro challenges are immense, I don’t see them as being necessarily of the power to drag down either China or the US, or both. While it is perfectly possible, the US and China have coped perfectly well with Japan’s weakness for a long period, so I don’t see why they can’t cope with a struggling Europe. A collapsing Europe would be a different story, but a struggling Europe, that shouldn’t be too demanding. Jim O’Neill Chairman, Goldman Sachs Asset Management
P*t
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速度网地址是?选择那一项?
【在 p*******a 的大作中提到】 : 速度网上提交SR,然后再打电话 : 我的RD是5.3,NSC,今天New Card is being produced
上证不反转, 一切皆浮云 http://www.mitbbs.com/article_t/Stock/33884817.html 有人几天后发布了这个,很有可能通过google翻译剽窃了帮主的想法。 I have maintained throughout the extreme moves of the past 3-4 months, that the bull market in early 2009 had its source in 2 things: China moving to a more domestic-driven consumer-led recovery and the strong asymmetric monetary bias in the US. As big a problem as Europe has been, and is, I don ’t see European economic activity as key to driving world economic growth and markets. In order for my theory to be true, we need to see more evidence of slowing China inflation, a shift in China’s policy bias, and evidence that their own consumer continues to do just fine, as well as ongoing evidence that the US is not being dragged down by Europe. While the Euro challenges are immense, I don’t see them as being necessarily of the power to drag down either China or the US, or both. While it is perfectly possible, the US and China have coped perfectly well with Japan’s weakness for a long period, so I don’t see why they can’t cope with a struggling Europe. A collapsing Europe would be a different story, but a struggling Europe, that shouldn’t be too demanding. Jim O’Neill Chairman, Goldman Sachs Asset Management