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今天全球股市大跌，据说是因为世行调整了今年的经济增长预期。
全球的股市关联度越来越强了，昨天美股跌，今天A股开盘就狂跌，然后H股跟着大跳水。
H股的利好看来已经彻底随着A/H的比价的接近已经结束,再也没有什么什么上涨空间，未来将一直下跌，而且国内A股的趋势比H股好很多。
我们国家的利率已经快接近0了，各种刺激经济的政策大部分已经出台。后续还有什么秘密武器很难说，然而通涨已经来临。再看看同样面对经济危机的巴西，现在的利率竟然还是10%左右！.....，这是什么概念呢，只要在巴西存钱，年回报就10%.....巴西还可以继续调低利率刺激股市刺激经济....
附搜巴西中央银行
http://www.bcb.gov.br/noticias/N ... ioma=I&cod=1998
Copom lowers the Selic rate to 9.25 percent
06/10/2009
Brasília – In light of inflation prospects for the targets path, the Copom decided to lower the Selic rate to 9.25 percent, without bias, with six votes for the monetary policy action and two votes in favor of reducing the Selic rate by 0.75 p.p. Considering that changes in the basic interest rates have effects over economic activity and inflationary dynamics which accumulate throughout time, the Committee agrees that any additional monetary easing should be implemented in a more parsimonious way. The Copom will closely monitor the evolution of the prospective scenario for inflation until its next meeting in order to define the next steps of the monetary policy strategy.
The June Copom Minutes will be released in Portuguese next Thursday, June 18.
http://smart.businessweekly.com.tw/webarticle2.php?id=9873 |
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发表于 2009-6-23 13:45:01
