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主题:两难的道路越来越狭窄 -- zhuhit

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家园 私有化, 市场化, 资本市场开放: 用孩子喂狼

1.

nobody can afford 资本外流, TG top in particular.

RMB开放/资本市场开放 was slowed down a little, and now X starts 用孩子喂狼, 私有化国产, but real 狼 is Uncle Sam;

that is challenging, 用 what kinds of 孩子喂 white 狼?

how to manage the political risk of it?

I don't know, I would think that X can make it some how, "半殖民地" economically is still likely, then with Chinese asset supporting, RMB will be ok;

then you QE, then you internationalize RMB M2;

economics side may not be a big deal, political risk is challenging.

I don't know whether is this all good or bad for china, a social science itself, I don't want to be bothered.

I just care the physics side of it: what is more likely?

2.

having said that, given the broken 私有制 system if any, and the lack of legal system of whatsoever, and all kinds of 脑残 Chinese social science, how can Chinese native 资本家 compete with 美军sp500?

very hard, and if 美军sp500 is not there 打掩护, the Chinese native 资本家 will be scared of any X's political 脸色, so 资本家中外联军对抗TG政治共军?

as said, china as a beautiful and still growing 载体经济 with 1.5B 干电池 managed by 毛林共识, working almost like solders, without any 民粹民主 BS, with red gen II as political boss.

what a world of tg's "china model".

通宝推:forger,
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