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关于资产市场
(2008-04-14 17:21:06)
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杂谈 |
前几日亚洲博鳌论坛对于资产市场引发激辩，今日市场又是传言四起，笔者下午给瑞信亚洲董事总经理、首席经济学家陶冬先生去信请教，现将陶先生回复贴上：
I don't have
the insight, but doubt that Beijing will hammer the property market
at this moment. The government is facing a huge global growth risk.
On top of that, stock market is crashing and exports may fall soon.
Inflation is on the rise. I cannot see any appetite for the
government to play fire now. Otherwise, social stability would
become a real issue.
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