Roubini: Goodbye China, hello Indonesi - 理財

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Roubini: Goodbye China, hello Indonesia
http://ppt.cc/NmGA

In an article on the Financial Times dated October 25, 2011 entitled
" Goodbye China, hello Indonesia " Professor Nouriel Roubini
was very bullish about the Indonesian economy which has low inflation,
low debt, young demographics and accelerating growth
unlike China which heading for a hard landing ,
Finally Fitch Ratings has upgraded Indonesia’s long-term,
foreign and local, currency issuer default ratings to investment grade
(to ‘BBB-’ from ‘BB+’) a move
that has Nouriel Roubini’s blessing as he wrote himself
in a twitter message "Indeed Indonesia deserves that investment grade rating
@ChrisAdamsMKTS: In a move that will get @nouriel blessing " he wrote .....

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心得:

除了Indonesia是好投資標的外
Roubini點出了投資市場的幾個方向

1. low inflation,
2. low debt,
3. young demographics
4. accelerating growth

除了前3項看得懂外
如何得知未來會accelerating growth?


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All Comments

Enid avatarEnid2011-12-20
或許他認為前三項可以產生第四項
Edith avatarEdith2011-12-21
第一次看到Roubini會有不看衰的地方XD
Steve avatarSteve2011-12-23
他一直都看好新興阿 XD