Remember all that talk of “decoupling”? That was the idea that the stock markets of fast-growing economies, particularly in Asia, would no longer be beholden to Wall Street’s every move. They would better reflect the attractive characteristics of their home countries and soar – while western markets drowned in a soup of huge debts, worsening demographics and burdensome regulation.
還記得“脫鉤論”嗎?這個(gè)觀點(diǎn)是指,快速增長的經(jīng)濟(jì)體、特別是亞洲的股市不再受到華爾街(Wall Street)行情的牽制。這些經(jīng)濟(jì)體的股市將更好地反映當(dāng)?shù)厥袌龅奈Γ瑫?huì)出現(xiàn)猛漲。同時(shí),西方市場卻深陷債務(wù)沉重、人口結(jié)構(gòu)惡化和監(jiān)管負(fù)擔(dān)繁重的泥潭。
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