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Macro is something that everyone can talk, |
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Few things.. -- 天凉好个哈糗 - (471 Byte) 2011-1-17 周一, 09:32 (411 reads) |
generato

头衔: 海归少校 声望: 学员
加入时间: 2004/06/27 文章: 404
海归分: 21995
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作者:generato 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
R.E. and stocks down->money driven out to the real economy,
This is the key to the equation and few can grapple with it.
Apparently the need to deploy the capital from cashing out R.E is huge, and naturally it will flow into those most speculative yet liquid assets, e.g. commodities and energies and even jeans, anything that can be stocked up easily and resell dearly later.
soon we will see official price control of many stuffs in China.
Tree is the expectation of 'China story'.
We all know the down slope is a very fast track.
作者:generato 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
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