刚刚看了一下BAIN的分析 里面提到对2011的股市预测 Stock market: We anticipate the rebounding stock market will continue surging in 2011 due to three major factors. First, the market scale of tradable shares will keep increasing with the lifting of the ban on non-tradable shares, along with growing IPO financing needs. Second, some real estate investment funds have moved into the stock market. The shift is due to excessive market liquidity from the government’s massive economic stimulus policy and loose credit. Though the government’s tightening monetary policy will reduce some liquidity, it is a difficult situation to remedy. Finally, inflation may result in lower interest rates on deposits, spurring individuals to invest in the stock market for higher returns and pushing the market index even higher. 现在2012了，中国股市的惨况不用举数字出来讲了吧？ 如果BAIN不是为了讨好出钱的人，那这种把常识等级的分析包装成高价的珍贵资讯 的顾问公司，以後大家还是看看就好。毕竟就算是McKinsey对台积电也看走眼过。 --

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