主题：亚洲第二次金融危机将展开 -- parishg
印度印尼巴西南非和土耳其
India--long term fiscal problem, domestic inflation, no manufacturing capacity. After Asian economic crisis, strong manufacturing nations recover fast because of rising export. India could not do it.
Indonesia--the problem is China standing behind it this time. China factor is important.
Brazil--Nobody cares and America loves to see its fall. Very dependent on China demand.
South Africa--the political elites are still slowly killing the nation. China factor too.
Turkey--most reliant on European demand. Nice location to benefit from the Euroland recovery or boom in the middle east, Russia. America can easily pull down Brazil and India, but not Turkey.
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压缩 2 层
🙂印尼损失的外储不止11％ 2 北纬42度 字85 2013-08-26 15:52:08
🙂这几国出问题的特征应该是粮价涨油价跌 3 forger 字291 2013-08-24 09:42:12
🙂主动拉仇恨值吗？ 5 随性自在 字164 2013-08-26 04:17:05
🙂Fragile
🙂印度，2014年3月前1720亿美元的短期外债到期 3 sp75 字83 2013-08-25 08:16:39
🙂可以问一下这个短期外债资料的出处吗，一直没有查到准确数字 wfuat 字0 2013-08-27 13:38:54
🙂查阅精确数字应该翻阅亚开行发行的亚洲债券监测 sp75 字110 2013-08-29 04:36:19
🙂印度的1720亿美元短期外债好像现在财经媒体人人都在说吧 sp75 字240 2013-08-29 00:53:23