西西河

主题:亚洲第二次金融危机将展开 -- parishg

共:💬180 🌺860 🌵12
全看分页树展 · 主题 跟帖
家园 Fragile

印度印尼巴西南非和土耳其

India--long term fiscal problem, domestic inflation, no manufacturing capacity. After Asian economic crisis, strong manufacturing nations recover fast because of rising export. India could not do it.

Indonesia--the problem is China standing behind it this time. China factor is important.

Brazil--Nobody cares and America loves to see its fall. Very dependent on China demand.

South Africa--the political elites are still slowly killing the nation. China factor too.

Turkey--most reliant on European demand. Nice location to benefit from the Euroland recovery or boom in the middle east, Russia. America can easily pull down Brazil and India, but not Turkey.


本帖一共被 1 帖 引用 (帖内工具实现)
全看分页树展 · 主题 跟帖


有趣有益,互惠互利;开阔视野,博采众长。
虚拟的网络,真实的人。天南地北客,相逢皆朋友

Copyright © cchere 西西河