Re: [新聞] 華爾街日報：美國經濟若衰退新興市場ꨠ… - 投資

By Rachel
at 2008-01-07T04:52

Table of Contents

→ dvs0412:推 i大可否談一下對俄沒漲太多之原因? 好想聽你的看法CC 01/07 02:12

有人問到俄羅斯
剛好想到我曾於去年9月份在Stock版PO過一篇有關俄羅斯的文章
應該有點相關懶的重PO一篇所以就直接轉過來了XD
不過半年來局勢變化不大分析應該還堪用
獻醜啦:P

請注意注意唷~
原文的"原始假設"是在"美國大崩盤"的前提下

我並"不認為"美國乃至世界會這麼糟啦
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ (重點...)

有關俄羅斯的"低本益比" 或許看完下面這一篇文章
會有一些不同的"基本面"思考
任何"現象"都其來有自不是沒有原因的^^
難道國際的熱錢都是傻蛋嗎:) 俄國又不是隱藏版...

當然前述所提到的重稅資本外逃政治安定度也都是原因之一
都值得列入我們投資時的考量

in my opinion
俄國要擺脫低本益比
必須在下面所提的"基本面"有所改善
才有可能至於是哪些基本面就留給各位看官自個兒推敲囉~~:)

※ [本文轉錄自 Stock 看板]

作者: isaacchen (元) 看板: Stock
標題: Re: [新聞] 華爾街日報：美國經濟若衰退新興市場ꨠ…
時間: Tue Sep 18 23:35:50 2007

※ 引述《isaacchen (元)》之銘言：

Tags: 投資

All Comments

By Emily
at 2008-01-10T16:13

推.......辛苦了

By Wallis
at 2008-01-12T19:00

沒推的頭推

By Frederic
at 2008-01-17T01:31

推+1

By Joseph
at 2008-01-17T19:54

............

By Ina
at 2008-01-22T10:45

睡醒的北極熊...............哇哈哈..

By Selena
at 2008-01-25T08:05

推

By Callum
at 2008-01-28T08:19

敲碗...

By Ivy
at 2008-01-30T22:34

強！一定要推

By Freda
at 2008-02-04T16:45

有看有推

By Ophelia
at 2008-02-06T13:21

有看有推

By Joseph
at 2008-02-10T06:11

有看有推

By Mia
at 2008-02-13T13:39

推....俄國不是大好就是大壞

By Ophelia
at 2008-02-16T14:34

有看有推

By Enid
at 2008-02-17T07:31

By Yedda
at 2008-02-17T15:02

推

By Ivy
at 2008-02-19T08:16

新聞說冰原自然開了一水路可以採極大量的石油...

By Bennie
at 2008-02-22T16:49

有看有推

By Jacky
at 2008-02-25T19:20

不知道真的假的.... 真的就鳥了

By David
at 2008-02-26T04:18

再看在推~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

By Freda
at 2008-03-01T03:55

呼.......睡醒的北極熊...要醒了

By Quintina
at 2008-03-04T12:38

推!!

By Lily
at 2008-03-06T18:28

晚安

By Bennie
at 2008-03-09T20:43

推~~~馬上寄回自己信箱~~

By Genevieve
at 2008-03-13T14:36

有看有推

By Mary
at 2008-03-16T06:31

真的很精采是好文轉回家

By Jake
at 2008-03-17T17:24

所以如果美國爛新興市場也發展不了...

By Steve
at 2008-03-19T07:24

基金不就都掛了嗎.................

By Joe
at 2008-03-21T22:22

突然覺得基金怎都是看漲的呀..有那種屬於放空型的基金嗎?

By Andy
at 2008-03-25T03:34

= = 樓上請先瞭解基金公司的限制....

By Elvira
at 2008-03-28T01:37

不是有避險型基金嗎?

By Sierra Rose
at 2008-03-30T12:30

恭請版主M文

By Dora
at 2008-04-02T12:30

台灣沒有放空型的基金吧？

By Kumar
at 2008-04-02T22:36

其實還有一條路 ... 就是戰爭 XDD

By Joe
at 2008-04-03T15:23

推好文~~

By Anthony
at 2008-04-07T21:22

轉文前改一下錯字XD 呵

By Lydia
at 2008-04-12T12:01

好文一推~~

By Rebecca
at 2008-04-12T18:52

所以說俄羅斯"極長線"是看好的..因為要數十年後天然

By Thomas
at 2008-04-16T12:23

資源短缺的情形才會真正出現而不是"預期出現"

By Yuri
at 2008-04-19T07:01

只不過一般的基金投資長線了不起也10~20年...
這中間什麼樣的大起大落都有可能吧 :P

By Mason
at 2008-04-20T14:07

我記得原po說過已開發國家的油多半是民間消費,我想不是說

By Charlotte
at 2008-04-22T22:24

要減少20%就可以減少,即便美國經濟真的大壞,有的油不用也不
行....ex.冬天的取暖用油有時比吃飽肚子還重要

By Iris
at 2008-04-25T12:55

不過氣候暖化的因素要不要考慮進來?

By Megan
at 2008-04-27T07:07

推推~

By Belly
at 2008-04-29T06:14

好文推!

By Mary
at 2008-05-01T04:16

~堆~

By Selena
at 2008-05-01T23:18

減20%沒想像中難布希就預定2015年生質油要取代20%石油

By Kelly
at 2008-05-06T21:57

而美國20%石油用量約等同於日本全國使用量

By Sierra Rose
at 2008-05-08T02:24

分析精闢推~

By Poppy
at 2008-05-10T00:54

精闢容易理解好文

By Zora
at 2008-05-11T00:50

大推!!!

By James
at 2008-05-14T09:36

在這裡再推一次

By Carol
at 2008-05-16T20:41

推,原來這篇是元大的大作,之前看就覺得很好

By Frederica
at 2008-05-18T21:03

推阿!!

By Rebecca
at 2008-05-22T14:04

Push

By Robert
at 2008-05-24T06:18

推I大！！

By Sandy
at 2008-05-26T22:53

補推～多謝分析囉

Re: [新聞] 華爾街日報：美國經濟若衰退新興市場ꨠ… - 投資

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