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 从2007年5月金融日志看财政部发布印花税通告的时间选择(或者说：别无选择) |
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老美老狐狸，嘴很紧 -- sapientaf - (201 Byte) 2007-6-03 周日, 14:06 (786 reads) |
Tom12
头衔: 海归少校
加入时间: 2005/08/16
文章: 33
来自: US
海归分: 11249
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作者：Tom12 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
I think this is a strategic move from both sides toward a more dependent relationship. But is there a big conspiracy here?
From Chinese side, investing in US stock and alternative assets is not necessarily a bad thing by itself. China has to invest in assets that are more immune to FX before let its currency appreciate further. A trillion $ portfolio is going to have a huge impact to the market even if a small change in asset allocation. No matter what China invest, one thing is for sure, it is not likely for China to get a bargain if there is any rush. But how much time is left? If considering the time constraint, what would be a good strategy for China to implement?
To open capital market to foreign investors, in my opinion, is going to add even more volitionality to the market. Overseas capital are smarter and can be better coordinated as a whole. It is going to make a lot of damages. Yes, China may learn a thing or two, but at what price???
作者：Tom12 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
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