good artical regarding China's creadit growth# Stock
L*n
1 楼
One picture worth a thousand words
http://seekingalpha.com/article/1648482-is-china-becoming-europ
http://seekingalpha.com/article/1648482-is-china-becoming-europ
l*t
2 楼
看来是要狂烧cafe的时候啦啦啦啦啦啦啦啦啦啦啦啦啦啦啦啦啦啦队？？？？
【在 L****n 的大作中提到】
: One picture worth a thousand words
: http://seekingalpha.com/article/1648482-is-china-becoming-europ
【在 L****n 的大作中提到】
: One picture worth a thousand words
: http://seekingalpha.com/article/1648482-is-china-becoming-europ
X*r
3 楼
大牛厉害
★ 发自iPhone App: ChineseWeb 7.8
【在 L****n 的大作中提到】
: One picture worth a thousand words
: http://seekingalpha.com/article/1648482-is-china-becoming-europ
★ 发自iPhone App: ChineseWeb 7.8
【在 L****n 的大作中提到】
: One picture worth a thousand words
: http://seekingalpha.com/article/1648482-is-china-becoming-europ
N*L
4 楼
a recent investment says the the new government might have even more
tolerance than the previous one in the real-estate/infrastructure business.
how do you perceive this message, doc? everyone knows it is a bubble but
they are not afraid to make it even bigger.
【在 L****n 的大作中提到】
: One picture worth a thousand words
: http://seekingalpha.com/article/1648482-is-china-becoming-europ
tolerance than the previous one in the real-estate/infrastructure business.
how do you perceive this message, doc? everyone knows it is a bubble but
they are not afraid to make it even bigger.
【在 L****n 的大作中提到】
: One picture worth a thousand words
: http://seekingalpha.com/article/1648482-is-china-becoming-europ
L*n
5 楼
The general idea is central government has enough cash to solve any credit
problem, but i feel the market will be roiled once that notion start to
become suspicious by the public. They start selling US bonds recently, the
trade surplus has been lagging previous year by 20% in recent months. 地主家
也没余粮就没辙了. Once the central government see the budget short fall,
they will make the local bank eat the deficit.
.
【在 N****L 的大作中提到】
: a recent investment says the the new government might have even more
: tolerance than the previous one in the real-estate/infrastructure business.
: how do you perceive this message, doc? everyone knows it is a bubble but
: they are not afraid to make it even bigger.
problem, but i feel the market will be roiled once that notion start to
become suspicious by the public. They start selling US bonds recently, the
trade surplus has been lagging previous year by 20% in recent months. 地主家
也没余粮就没辙了. Once the central government see the budget short fall,
they will make the local bank eat the deficit.
.
【在 N****L 的大作中提到】
: a recent investment says the the new government might have even more
: tolerance than the previous one in the real-estate/infrastructure business.
: how do you perceive this message, doc? everyone knows it is a bubble but
: they are not afraid to make it even bigger.
j*i
6 楼
不管怎么高都没用，因为人不同，中国的90后将会给我们这些老脑筋好好上一课的
他们的自信，自负，活力，出人意料将会横空出世
【在 L****n 的大作中提到】
: One picture worth a thousand words
: http://seekingalpha.com/article/1648482-is-china-becoming-europ
他们的自信，自负，活力，出人意料将会横空出世
【在 L****n 的大作中提到】
: One picture worth a thousand words
: http://seekingalpha.com/article/1648482-is-china-becoming-europ
p*o
7 楼
北京房价确实在涨，但是二线城市基本都平稳，三线一下城市甚至都跌了好久了。
现在国内主要问题不是泡沫，也不是没钱，而是缺少回报率好的投资渠道。
现在国内主要问题不是泡沫，也不是没钱，而是缺少回报率好的投资渠道。
c*r
8 楼
无疑，中国人正在书写历史记录
至于屁民的结局，天知道！
【在 L****n 的大作中提到】
: One picture worth a thousand words
: http://seekingalpha.com/article/1648482-is-china-becoming-europ
至于屁民的结局，天知道！
【在 L****n 的大作中提到】
: One picture worth a thousand words
: http://seekingalpha.com/article/1648482-is-china-becoming-europ
p*o
9 楼
屁民的结局就是高价买房做房奴，还贷还到一半，也就是五到十年后，地产崩溃！
【在 c*****r 的大作中提到】
: 无疑，中国人正在书写历史记录
: 至于屁民的结局，天知道！
【在 c*****r 的大作中提到】
: 无疑，中国人正在书写历史记录
: 至于屁民的结局，天知道！
L*n
10 楼
just look at Japan. the 20 year mortgage will be converted to 40 yr. take 3
generation to pay off the apartment they bought in the 80s. That is one
scenario.
【在 p********o 的大作中提到】
: 屁民的结局就是高价买房做房奴，还贷还到一半，也就是五到十年后，地产崩溃！
generation to pay off the apartment they bought in the 80s. That is one
scenario.
【在 p********o 的大作中提到】
: 屁民的结局就是高价买房做房奴，还贷还到一半，也就是五到十年后，地产崩溃！
p*o
11 楼
不要忘了我党。
3
★ 发自iPhone App: ChineseWeb 7.7
【在 L****n 的大作中提到】
: just look at Japan. the 20 year mortgage will be converted to 40 yr. take 3
: generation to pay off the apartment they bought in the 80s. That is one
: scenario.
3
★ 发自iPhone App: ChineseWeb 7.7
【在 L****n 的大作中提到】
: just look at Japan. the 20 year mortgage will be converted to 40 yr. take 3
: generation to pay off the apartment they bought in the 80s. That is one
: scenario.
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