现象说对了，原因找错了。

美国不怕IMBEV全盘收购AB，我们却害怕AB在青啤参股？

对产业链其它环节的把握要基于对终端市场的把握。中国最终的经济发展要依靠内需。中国目前的货币政策导致严重通胀，加剧了内需的萎缩。。。

过分依赖出口的经济模式不是中国的长久出路。。。


China’s currency needs to rise further
By Morris Goldstein and Nicholas Lardy

Published: July 22 2008 20:13 | Last updated: July 22 2008 20:13

T he currency regime China adopted three years ago this week is faltering. Official reserves grew by a massive $280bn (£140bn,

所有跟帖： 

• here's the full article -赵飞燕- ♀ (4871 bytes) () 07/23/2008 postreply 06:56:26

• 任何鼓吹人民币应继续升值的人都是中国人民的敌人。 -stocknh- ♀ (150 bytes) () 07/23/2008 postreply 07:28:38

• 完全正确. -compound- ♂ (0 bytes) () 07/23/2008 postreply 08:05:19

• like it or not, export will be hit by lower demand -赵飞燕- ♀ (101 bytes) () 07/23/2008 postreply 13:16:02