[bssd]高盛的中国报告# Stock
g*t
1 楼
Walled In: China’s Great Dilemma
有兴趣的自己google
2016年比较新的
水平很高
本人未必同意结论
但是研究架构，思路和文章组织水平是非常高的
非一般人可及
有兴趣的自己google
2016年比较新的
水平很高
本人未必同意结论
但是研究架构，思路和文章组织水平是非常高的
非一般人可及
l*e
2 楼
executive summary
We believe China’s debt burden, the inevitable rebalancing of the economy,
unfavorable demographics, structural fault lines and the weight of history
will bear down on its growth rates.
As a result, we believe China will be a source
of market volatility not only for 2016, but also
for the next five years, with the highest impact
on emerging market economies. We therefore
recommend clients adjust their exposures to
emerging market assets. Developed economies
will not be immune from any volatility emanating
from China, but the direct and indirect economic
impacts will be lower for them; still, we expect
that financial markets in developed countries will
overreact as they did in August 2015 and again in
early 2016.
We believe China’s debt burden, the inevitable rebalancing of the economy,
unfavorable demographics, structural fault lines and the weight of history
will bear down on its growth rates.
As a result, we believe China will be a source
of market volatility not only for 2016, but also
for the next five years, with the highest impact
on emerging market economies. We therefore
recommend clients adjust their exposures to
emerging market assets. Developed economies
will not be immune from any volatility emanating
from China, but the direct and indirect economic
impacts will be lower for them; still, we expect
that financial markets in developed countries will
overreact as they did in August 2015 and again in
early 2016.
M*n
3 楼
赞summary
c*t
4 楼
中崩论一种？
j*h
5 楼
大牛这样发帖，青蛙有福了，眼睛看着舒服
谢谢大牛
谢谢大牛
g*t
6 楼
Short spy的波动
Long ashr的波动
后者比前者大
【在 c**t 的大作中提到】
: 中崩论一种？
Long ashr的波动
后者比前者大
【在 c**t 的大作中提到】
: 中崩论一种？
j*h
7 楼
好贴，再谢谢一次大牛
s*e
8 楼
中国 debt-to-GDP ratio 2015年已经220%了？高盛也不标明数据来源。
g*t
9 楼
华尔街日报。房地产债务高，没啥稀罕的吧。
Total Debt Equals 282% of GDP: That’s how big China’s total debt load,
including borrowing by the government, banks, corporations and households,
had gotten by the middle of 2014, the report says. That’s far above the
average for developing countries and higher than some advanced economies
including Australia, the United States, Germany and Canada
【在 s*****e 的大作中提到】
: 中国 debt-to-GDP ratio 2015年已经220%了？高盛也不标明数据来源。
Total Debt Equals 282% of GDP: That’s how big China’s total debt load,
including borrowing by the government, banks, corporations and households,
had gotten by the middle of 2014, the report says. That’s far above the
average for developing countries and higher than some advanced economies
including Australia, the United States, Germany and Canada
【在 s*****e 的大作中提到】
: 中国 debt-to-GDP ratio 2015年已经220%了？高盛也不标明数据来源。
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