摩根士丹利(MorganStanley)的经济学家谢国忠表示,中国经济的下行趋势至少还要再持续一年的时间,中国股市如今也还“远没有触底”。对于那些依然抱守中国增长概念恋恋不舍的投资者,谢国忠的建议颇有些出乎意料:投注于数家踏足“中土”、胸怀“逐鹿中原”大志的美国蓝筹公司。 Xie Guozhong, an economist at Morgan Stanley, said China’s economic downturn will last another year or so and China’s stock market is still “far from bottoming out.” For those investors who still cling to the concept of growth in China, Xie Guozhong’s suggestion is somewhat unexpected: betting on a few blue-chip U.S. companies that embark on “China-Turkey” ambitions to “win the banner of Central Plains.”