these deals may make me alter some strategy to those banks.need to have some hard work on it .
Middle East,
Asia
These two regions have been actively investing money oversea into European and US world.
I need to study what is the implications in Macro.
Look like good time ahead, but always remember Japan in 1989, when Nikkie was 39000 and Japanese people invest so much all over the world
二者不能简单类比.
赞赏大S兄的谨慎求真精神,日本当年的躁动过后损失巨大.
但是我还是要说, 现在的情况不能简单类比.
当年的日本贸易顺差庞大, 日元面临巨大升值压力, 迫使日本不得不向外扩大投资.
虽然当时美国也在不景气状态, 但是日本资金主要是被迫流出的, 而不是被廉价资产所吸引的.
现在新加坡和阿联酋的大手笔, 相信是被资产价值所吸引的, 而不是被升值压力所迫的.
要知道那样大的银行是一个国家的核心资产, 不到危机关头, 很难能买到那么多, 抛开价钱不说, 光民族主义就能够成巨大障碍.
危机的来临, 扫清了这些障碍, 天予不取, 必受其谴.
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