这次和09年有所区别
欧盟Hold不住的话，后果很严重
this is my personal view. Germany will certainly keep Greece in euro zone and does not want Greece to default. Why? because Commerzbank and DBK have a lot of exposure to it. But Germany will not and is not able to solve the whole issue. The first one is that cheap euro is good for German export as we have experience before. the second one is that Germany could not solve the whole issue alone. i would say the problem will last a few years before it can be solved completely.
Why has DAX falled that much? that is because Germany did not introduce the short ban yet. Hedge funds can go short German stocks. Personally, i have a strong belief on German stocks. The best strategy, i think, is long stocks and short the call if you are not worried about short-term performance.
李伯凌 发表于 2011-8-11 17:14 static/image/common/back.gif
德国人胆子小，不太敢玩
德国老百姓确实都只是观望观望，关注关注，还是舍不得掏那个钱。
李伯凌 发表于 2011-8-11 21:19 static/image/common/back.gif
我多想也生活在富人的圈子里啊，可以谈股票，阅金融，可惜我什么的熟人朋友，朋友的朋友，熟人的朋友只会 ...
哈哈哈太经典啦～简直就是我们大多数留学生的写照嘛～