五千年(敝帚自珍)

主题:【原创】茗谈(95):织锦 -- 本嘉明

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家园 at least 3 years.

1. 2013 is Germany's election year. Europe will be popped up.

2. 2013-2014 there will be China's leadership transition. People will maintain the growth or at least fake the growth data.

Bad infrastructure loans will take some time to manifest itself. In early 1990s, China's banking system covered up its problem for many years and data were only disclosed in 1998 or 1999. But the real estate speculation/price peaked in 1995 in China.

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