不buy中國房產?
北韓核試消息頻傳, 有謂平壤與北京翻面, 有謂中國增兵邊境, 而安倍訪日, 順利改善關係, 「一切隨小泉而去重新開始」, 詳情記得看周一et國際版及中國版的報道和分析.
peter自己還是和讀友們講錢, mt欄有朋友會部分成員的精心推介, 國際版專欄則介紹美國傳媒兼投資分析員老前輩Gary North, 如何教在中國生活的老外投資, 他和羅傑斯的看法一樣, buy中國, 但房產有泡沫要爆破. peter手上還有內地地產股, 今次不聽權威專家們的意見, 看看有何收場. 不過, 資金正在分散, 不會學金正日常玩盡地一煲.
亞洲貨幣無運行, 股市如何還要看北韓如何把核試牌玩下去. 初步看工行訂價合理, 應是人人有份, 可分散入票小注賺餐茶.
peter自己還是和讀友們講錢, mt欄有朋友會部分成員的精心推介, 國際版專欄則介紹美國傳媒兼投資分析員老前輩Gary North, 如何教在中國生活的老外投資, 他和羅傑斯的看法一樣, buy中國, 但房產有泡沫要爆破. peter手上還有內地地產股, 今次不聽權威專家們的意見, 看看有何收場. 不過, 資金正在分散, 不會學金正日常玩盡地一煲.
亞洲貨幣無運行, 股市如何還要看北韓如何把核試牌玩下去. 初步看工行訂價合理, 應是人人有份, 可分散入票小注賺餐茶.
posted by peter at 10:27 AM
2 Comments:
Raymond提出的number, Peter沒有研究, 還些看看有沒有時間, 若如wilyty所說只是特殊收益, 便可能吸引力不大了.
Andy has his good point, but this world is always double standard, and people are afraid that NK, poor and ruled by a dictator, might use its nuclear threat unwisely. So they are dumping the stocks and currencies of the region, buying US assets.
I believe it is the real thing, but a small one(might be a remote one), KIM wants people guess what he would do next, test again? Or if
compromise, can sit down and talk again?
Anyway, all know NK has nuclear bombs, only not sure if it can be delivered(used in war)
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