作者mauricew (Money talks)
看板Foreign_Inv
標題[情報] Roubini: Goodbye China, hello Indonesi
時間Fri Dec 16 01:29:04 2011
Roubini: Goodbye China, hello Indonesia
http://ppt.cc/NmGA
In an article on the Financial Times dated October 25, 2011 entitled
" Goodbye China, hello Indonesia " Professor Nouriel Roubini
was very bullish about the Indonesian economy which has low inflation,
low debt, young demographics and accelerating growth
unlike China which heading for a hard landing ,
Finally Fitch Ratings has upgraded Indonesia’s long-term,
foreign and local, currency issuer default ratings to investment grade
(to ‘BBB-’ from ‘BB+’) a move
that has Nouriel Roubini’s blessing as he wrote himself
in a twitter message "Indeed Indonesia deserves that investment grade rating
@ChrisAdamsMKTS: In a move that will get @nouriel blessing " he wrote .....
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心得:
除了Indonesia是好投資標的外
Roubini點出了投資市場的幾個方向
1. low inflation,
2. low debt,
3. young demographics
4. accelerating growth
除了前3項看得懂外
如何得知未來會accelerating growth?
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2 ForeignEX 理財 ◎外匯板
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※ 發信站: 批踢踢實業坊(ptt.cc)
※ 編輯: mauricew 來自: 180.176.109.253 (12/16 01:39)
1F：→ Leepofeng:或許他認為前三項可以產生第四項 12/16 11:25
2F：→ mauricew:第一次看到Roubini會有不看衰的地方XD 12/16 13:07
3F：推 Leepofeng:他一直都看好新興阿 XD 12/16 18:10