论文部分内容阅读
货币政策转向晚了,所有不良经济数据都将变为“做空中国”的理由,尤其是房地产价格的下跌,这是华尔街做空中国势力一直以来的期待。还记得今年1月份,华尔街当红的对冲基金经理詹姆斯·查诺斯,凭借一句“中国的房地产泡沫相当于1000个以上的迪拜”的惊人之语再次成为“话题人物”。随后的5月18日,查诺斯、麦嘉华、格兰瑟姆等几位华尔街赫赫有名的对冲基金经理,相继为中国经济“大唱挽歌”。那时,我们厉声提醒:千万当心,他们不是空穴来风,更不是说说而已,他们必然付诸行动。而他们的行动,必然与中国“过度从紧货币政策所导致的后果”相契合。
As the monetary policy turns late, all the bad economic data will become the reason for “shorting China”, especially in real estate prices. This is the long-awaited reason why Wall Street has shorted China. Also remember that in January of this year, James Chanos, the popular hedge fund manager on Wall Street, once again became a “topic character” with the remark that “China’s real estate bubble is equivalent to more than 1,000 Dubai.” Then on May 18, Chanos, McCaw, Grantham and several well-known Wall Street hedge fund managers, one after another for the Chinese economy, “Singing Elegy.” At that time, we strongly reminded: Beware, they are not groundless, not to mention it, they must come into action. And their actions are bound to coincide with the “consequences of excessively tight monetary policy” in China.