- the dam of inflation in China has long been swept away -
respect Chinese people always have the super-genius 忽悠 imagination and creativity. \-
We all know that China's CPI full of holes, full of loopholes, but to really matter, we regard the inflation = CPI. Do not want to discuss this issue, the bursting of credit, assets soaring, service prices and urban living costs are on the rise, pulling the opportunity cost of agricultural production also rose, China's CPI can only expect a breakthrough occurred when the prices of agricultural products, and a has entered the U.S. per capita GDP4000, many developed coastal cities in million U.S. dollars per capita has exceeded the national mark,
北京团购网, CPI's composition and seven years ago, less than 1,000 dollars per capita GDP when almost no difference. This is the fool who? -
government regulation of economic data will have to do all countries, but at least a bit of economics, but also analyze the brain cells to come out, such as China's statistics department, too lazy to have no need to hide it is rare. -
the results we all happy now, officials can prove the correctness of previous policies, but analysts and researchers hope that inflation is always expected, inflection point that will not really liquidity, stock and property prices can never go on speculation. -
inflation in China as early as the dam collapsed, but the water is not diffuse to the CPI, not afraid of anyone. The truth, afraid of no use, as has been the result is irreversible: asset price bubbles and inflation. -
M1 and M2
10 月份 growth in both Refresh the past 15 years high, reaching 32% and 29%, M1 and M2 to form the so-called MACD (the signal inspire the stock market),
团购导航, the history of China, M1 20% appears above, followed by 6 months had the highest inflation accompanied by: the first is 1985 to 1987 period of high inflation, December 1987 growth rate of M1 up 26.70% year on year. The second from 1992 to 1996 period of high inflation, M1 growth rate has been higher than 30% year on year, in December 1993 even as high as 38.80%. The third time was between 2007 and 2008, M1 growth rate has been higher than 20% year on year. -
today's CPI,
长沙团购网, will not interpret the same law, I can only say that the price will definitely go up, but I have no confidence in the CPI. -
1 ~ 10 月份 9 trillion of new credit, 4.8 trillion is a long-term credit, to the end of the year to estimate more than 5.6 trillion, of which 80% should be the flow of new construction this year's stimulus package, even if not next year another new start, the light continued in 2009 to work on these projects may have more than 4 trillion next year than this year's short-term credit needs to be right, 4 trillion of it to be a conservative number. Finally down, could not hit 8,9 trillion. -
despite strong investment and consumption data, I think policy-makers was very aware, 33% of the investment growth may not really represent such a strong domestic demand, because of China's statistics are based on allocation of funds for the project to calculate the \not consider whether these funds actually spending. Similarly, retail sales rose 16.2%, it is not an effective representative of household consumption, as these data are the main manufacturers to track shipments to retailers, of course, including various types of government and corporate spending. The service is not a retail statistics in the column. -
1 ~ 10 月份 growth of enterprise deposits of up to 36%, and all deposits growth rate of only 27.46%, a difference of 8 to 9 percentage points. The same situation occurred in late 2006 to 2007. China's manufacturing industry began in 2006 began to show a profit turning point (of course, competition authorities and resources to businesses to benefit from asset price inflation and made a fortune), the money began to clear away toward the virtual enterprise a year of hard earned profits, not as in the stock market the housing market speculation an income. Funds are not into the entities,
团购网站大全, companies expend to much slower deposit, if the real active business activities, with business investment into income, other sectors should be a rapid increase in deposits. -
so we have great doubt, statistics on investment is really all into the entity. If a large number of small flat in the banking system means that Bank of China issued too many, far more than the credit needs of the real economy, which will become a hotbed of asset bubbles and inflation. -
Externally, the U.S. has been too weak in the next year,
上海团购, do not see significant opportunity. The just-concluded fiscal year 2009, a record deficit of up to 1.47 trillion, while Obama announced over the next 10 years will increase the fiscal deficit and an extension of 2 trillion U.S. dollars to 9.05 trillion total amount of days. While Obama's health care reform a difficult pass through the parliament, but did not give a positive evaluation of the market, because it is not security model in reforms, but only the scope of protection and the reform of the use of funds,
上海团购网, it can not change the U.S. social health protection is consumption of a bottomless pit of funds situation. Social health insurance market that the United States will further expand the funding gap, the U.S. government's budget deficit will be further expanded, the U.S. government debt will be further substantial growth. -
mines commercial real estate, housing market, the huge \As a result, inflation will be \-
I am in China in 2010 the deterioration of asset bubbles and inflation would not be surprised, the stock market is not very good speaking, often pre-inflation and the light to follow up with the dust, but it is ultimately reflected in earnings, for the long-term 80 U.S. dollars / barrel oil prices, the price of copper above $ 6,000 above the operating environment in China, I am afraid it is not necessarily a good thing. -
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