Shibor

revolver

shibor, short term rates kept low, while long term rates trending up. A sign that hot money continues pouring in and inflation expectation going high.

李隆基

vlo

高手就是高手。这些图我看过去完全不知道说明了什么。

李隆基

高手就是高手。这些图我看过去完全不知道说明了什么。
vlo 发表于 2011-2-15 17:23

A股近期会涨，中期会跌，长期熊市。


YMYD!

revolver

So far China has been responding to US quantity easing with 3 approaches:
1. Quantity tightening (RRR)
2. Interest rate
3. Diversify the reserve to NON-USD

However, China is too conservative in making big enough steps, the current leadership concerns too much on growth and has no courage to push decisive policy change to arrest inflation, the aggregated effect of 3 approaches too little to defend China from hot money inflow.

vlo

大大说说热钱都往哪里去了？房产还是股市？还是其它地方？

So far China has been responding to US quantity easing with 3 approaches:
1. Quantity tightening (R ...
revolver 发表于 2011-2-15 19:15

littlevivi

I guess everywhere。不是据说一盆兰花都上千万呢吗？

revolver

回复 6# vlo

If it flows to stock market, there should be a liquidity driven bull run, which is clearly not the case until now.

As for property market, as far as I know the trading volume has been drying up since last November after a series of tightening policies.

whzdf