Tuesday, April 01, 2008

通漲

低利率引發資金泛濫, 各類資產均被炒作, 全球都位於通漲的威脅下

大米被炒高, 部份國家停止出口, 雖然中國的大米供應冇問題, 但我擔心的不是實際的糧食供應問題, 而是背後的物價壓力, 一但通漲失控, 唯一的方法只有加息及放慢經濟

4 comments:

阿爾伯特 said...

Probably most of which might have reflected in the stock market since the slump starting from Dec-07.

Big slump in sectors such as property, cement, banking...all you can name.....

Meanwhile, Agri-related shares are staying at high level, names like 904, 682 as well as dry-bulk shippers like 1138 & 2343.

王子無待堂 said...

wing,
stay neutral on your analysis.
have a look of the real life facts:
http://news.cnyes.com/dspnewsS.asp?rno=10&fi=%5CNEWSBASE%5C20080310%5CWEB1915&vi=33663&sdt=20080308&edt=20080310&top=50&date=20080310&time=15:35:43&cls=index15_totalnews

The only way to avoid drop and seize the profits is to avoid what most people see~

王子無待堂 said...

p.s. 我對新興市場並無信心, 但對中央o既每一步棋都好欣賞.
細心看market 個pattern, 細心看美國政府ge 對策 同埋中央ge 應對, 你會見到暗湧迭起.

Unknown said...

FYI:

http://www.bankcomm.com.hk/zh/financialinfo/5_1_3.htm#
"歷次衰退通脹難上 鴿派本色盡見真章"

##HIDEME##