主题:【原创】数字来说话--为子玉兄的美元理论做注解 -- 种植园土
I do not know. The earnings of big US companies have been really good. If you are saying the bank/credit crisis could bring down the European stock market, I agree. But why US and China market? US banks are not much exposed to the European sovereign debt and have tons of easy money from the Fed. I still do not see how could US stock market down say 10% be the end of the year.
The key to China's A stock is government policy. If government stop tightening, I think they implied they will stop tightening, China's economy will just keep booming. GDP still grows at 9.5% with all the tightening. 9.5%!!!!!! Crash of China's A stock market? Tell me how.
I was bearish on China's A stock last year. However, I changed my mind after I visit China this year. It is still in early stage for China's economic boom.
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🙂实名投草。 3 知其何休 字202 2011-07-20 23:27:47
🙂不错! 2 淘宝18 字857 2011-07-19 21:25:36
🙂comments below yours 2 parishg 字721 2011-07-19 21:57:37
🙂it comes down to the earning
🙂earning can be misleading 1 种植园土 字530 2011-07-20 18:28:36
🙂问个个人性质的小问题 1 小木 字76 2011-07-20 08:53:23
🙂there is still possibility 4 parishg 字622 2011-07-20 09:47:14
🙂昨天我也想补充两句 3 西行漫记 字735 2011-07-20 11:40:53