(引用 花豹:班长老大, 俺想为 forpc 同学的这张图申请个花花, 可以么? 不要吝啬啊, 奖个元宝也成.)谢谢豹兄与班长的花花.[forpc (12-5 18:19, Long long ago)] [ 传统版 | sForum ][登录后回复]21楼

休息几天,海指仓位涨不停啊,估计快到阻力位了,回来准备扶持一下.[forpc (12-5 18:21, Long long ago)] [ 传统版 | sForum ][登录后回复]22楼

老道再露尖尖角,为何海指不思行?



[forpc (12-11 7:24, Long long ago)] [ 传统版 | sForum ][登录后回复]23楼

(引用 forpc:老道再露尖尖角,为何海指不思行? ...)Singapore to invest almost 10 billion dollars in troubled UBS-------- a big bangSingapore to invest almost 10 billion dollars in troubled UBS


The Singapore government's investment arm announced Monday that it will inject almost 10 billion US dollars into Swiss bank UBS.

The Government of Singapore Investment Corporation (GIC) said it would inject 11 billion Swiss francs (9.74 billion US dollars) into UBS, which on Monday announced further writedowns of around 10 billion dollars (6.8 billion euros) due to the US subprime mortgage crisis.


GIC said an undisclosed strategic investor in the Middle east is injecting an additional two billion francs into the bank.
[花豹 (12-11 7:56, Long long ago)] [ 传统版 | sForum ][登录后回复]24楼

(引用 forpc:老道再露尖尖角,为何海指不思行? ...)这一轮老道rally得太快心理总有些不安[乌龙茶999 (12-11 8:53, Long long ago)] [ 传统版 | sForum ][登录后回复]25楼

(引用 forpc:老道再露尖尖角,为何海指不思行? ...)高开低走，今晚联储开会？[ghorse (12-11 9:53, Long long ago)] [ 传统版 | sForum ][登录后回复]26楼

(引用 花豹:Singapore to invest almost 10 billion dollars in troubled UBS-------- a big bangSingapore to invest almost 10 billion dollars in...)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
[speculatist (12-11 10:37, Long long ago)] [ 传统版 | sForum ][登录后回复]27楼

(引用 speculatist:these deals may make me alter some strategy to those banks.need to have some hard work on it . Middle East, Asia These two...)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.

[花豹 (12-11 23:14, Long long ago)] [ 传统版 | sForum ][登录后回复]28楼

(引用 花豹: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...)豹兄说的对，新加坡和中东的资本不是被逼出手的。由他的策略主动性，我觉得看出了新加坡的一些远见，我个人比较佩服。


但是我更关注的是另一个问题，

巨大的贸易顺差，强大的货币升值压力，不得不疏导的资金到海外投资，这一切特征，如果我不说日本两个字，您会想到哪个国家？

近期这些投资里面，除了新加坡和中东，还有一个不断批准对外投资额度的实力派，是更加躁动的地区。应该说是经济最躁动的地区。通货膨胀在连续加息的情况下不断新高。。。很多小企业/创业企业却因为各种成本越来越高而关门了事。

很难不让人产生"不必要"的联想^_^[speculatist (12-12 0:48, Long long ago)] [ 传统版 | sForum ][登录后回复]29楼

(引用 22:油价87.90了."就象油价上涨的时候挡不住一样, 一旦到了下滑的时候也是无法阻挡的." -- 花豹 前几天听说油价突然逆势上涨,据说是因为油管...)又回了些[我是新手 (12-12 21:58, Long long ago)] [ 传统版 | sForum ][登录后回复]30楼