This blog will be position as a financial blog. I will post all my stuff related to financial issues. This is really a great time to do so. We are in a serious global crisis now!!
Financial market just went thru its most turbulent period (15th Sept - 15th Oct 2008)for the past one bear year. May be we already passed the worst according to G. Soro, P.Krugmen and a number of other financial figures. Yet, for stock investor like me, the worst is yet to come. I am going to report to you, how the impact of this sub-prime --> credit crunch/financial crisis --> global market crisis --> real economic crisis --> real business/consumption slump that eventually affect our financial assets, step by step, bit by bit.
Another Chain reaction happened geographically, i.e. US Financial down --> Japan/EU/Korea/Middle East/Australia Financial down --> China/SEA Financial hold with negative bias. Can Asia stand the financial tsunami and it subsequent financial ais age?
What about decoupling theory? To date, I advocate that the world of economic strength is experiencing a fundamental structural change from monopolar-lead to multipolar-lead( US-lead to multi-economic entities-lead). The world economy is moving away (decouple) from US-Only-Engine to multination-engine (US, BRIC, EU). The world financial market is still not moving away (not decouple) from US. Reasons 1) US super fund a lot and 2) Other nations own investment fund very little
I do hope people who follow this blog will be greatly benefited with the sharing. Meanswhile, I can record my investment research here permanently.
This blog is dedicated to Joe and Teng. Especially Teng who has (and continue does) sacrified to take care of me and Joe.
No comments:
Post a Comment