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主题:我一直有个困惑 -- malloc

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家园 美国不给

不只是中国,日本也在考虑要求将持有的美国国债换成美国公司的股份。但是美国一直不答应,将此视为对危及战略安全的侵略行为。现在中国和日本似乎又一次在趁此机会提出这样的要求。美国不知道能不能继续撑住不给。

另外股票比债券的风险大。中国将外汇储备从国债掉换成股票将承担更大的风险。这中间的利害关系太大也太复杂了。不知道肉食者现在是怎么打算的,也不知道他们面临的条件能允许他们做到哪一步。

读这一段。原作者是 New York University 的 Nouriel Roubini 教授,由厚积薄发河友转来:

链接出处

Fourth, the foreign creditors of the US are getting tired of financing the US in the form of low-yielding US Treasuries. Thus the switch of such reserve holdings to SWFs that are planning to make large equity investments possibly with actual control of corporate firms and financial institutions that are desperate for capital to recapitalize themselves. But this desire of our creditors to get equity investments – the gems of the US corporate world - rather than low yield debt instruments is hitting the political backlash of financial protectionism as the UNOCAL- CNOOC, the Dubai Ports cases and the likely protectionist reform of the CIFIUS process of approving FDI in the US suggest. But a country that needs to borrow from abroad 700 to 800 billion dollar a year to finance its external deficit cannot afford to be too choosy on the ways – equity rather than debt – that its lenders and creditors want to finance those deficits. The first rule of good manners if you are a guest is that you don't spit on the plate from which your host is feeding you. But in its creeping financial protectionism the US thinks it can dictate to other countries the form and the terms of the financing of its twin deficits. This attitude will not be allowed by such creditors to last much longer.

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