主题:【原创】当一只乌鸦吧 -- zhuhit
1.
报告关于农村土地的有两点:农村土地集体所有不变(禁农民私人买卖转让)要符合规划才能入市,买方同价,收益分配后要多给农民(农村集体)多一点。 big deal: 农村土地 of 集体所有
2.
农民可租赁的产权是他家的宅基地,this is actually small part
3.
risk, as u said, those farmers now with their lands lost, what to do?
TG will figure that out
4.
"农村土地 of 集体所有" now thrown into market, why now?
X model needs to get private capital of domestic & foreign come in to deleverage TG's bad debt, among other things, TG can't do fed qe, can't do JPY qe, what else to do?
5.
"农村土地承包人将其土地使用权在期限内信托给受托人", now you have a great Ponzi game started
6.
still, X needs to get Chinese economy upgraded but in "future" eventually, a china dream without a clue, so go 农村土地 first, X needs money now
7
likely
"农村土地承包人将其土地使用权在期限内信托给受托人"=TG 社会主义 political engineering + 资本主义 financial engineering=中国特色: as long as a "信托流转"市场 is allowed, with 农村土地 as its underlying, u got a great Ponzi game in the making, profit smelling, market will like it, big profit to be shared between TG & capital market, with 收益分配后要多给农民(农村集体)多一点, penny things for 农民, as always, sorry, 农民 brothers
- 相关回复 上下关系8
🙂伪兄是东南某省银行界的业内人士 zhuhit 字20 2013-11-14 10:20:02
🙂X model as powered by 土地改革 晓兵 字707 2013-11-15 15:22:42
🙂住城里的地主能收上来乡下的租子就怪了 4 forger 字927 2013-11-15 18:41:07
🙂who cares about 收乡下的租子?
🙂不过就是把deleveraging重演一遍而已 3 flux 字162 2013-11-13 12:09:15
🙂中国版的QE打了好几轮了 puma2011 字0 2013-11-17 00:34:09
🙂赞同你做乌鸦,就是希望能写得更具体一些。 股玩 字96 2013-11-12 23:03:14
🙂稍微写了两句,如果你对经济感兴趣找书看吧 13 zhuhit 字814 2013-11-13 07:30:20