07/02/28 03:04:59 VC8x+gCj
中国、上海市場の株価下落について、ＷＳＪの「マーケット・ビート」から
URLﾘﾝｸ(blogs.wsj.com)
＜中国の株価下落が、外国市場に長期に、大きく影響するとは思わない・・＞
“In our opinion, the market downturn in China is primarily a local event, and we
do not expect that this decline will have a widespread, long-term impact across the
globe,” says Bob Doll, global chief investment officer of equities at BlackRock.
＜中国株式は、ここ数日の動きを注視すべき＞
“I’d study carefully the next few days ? my guess is that the correction in most
markets is going to be contained,”
“A 10% to 20% pullback is very normal, and not at all unexpected. The fear and
anticipation of any real change in China is going to be worse than the reality.”
＜しかし中国政府が資金流入を抑えるようなら・・＞
But therein lies the rub. If any proposals by the Chinese government do curb capital
flows, that, along with the world-wide tightening of targeted interest rates, could
further the decline in money supply that has helped fuel markets.
That’s what concerns people ? that this is the start of the “big big thing” that
most of the investing community has been alternately biting nails or dismissing in
the past several months.