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主题:【原创】数字来说话--为子玉兄的美元理论做注解 -- 种植园土

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家园 it comes down to the earning

I do not know. The earnings of big US companies have been really good. If you are saying the bank/credit crisis could bring down the European stock market, I agree. But why US and China market? US banks are not much exposed to the European sovereign debt and have tons of easy money from the Fed. I still do not see how could US stock market down say 10% be the end of the year.

The key to China's A stock is government policy. If government stop tightening, I think they implied they will stop tightening, China's economy will just keep booming. GDP still grows at 9.5% with all the tightening. 9.5%!!!!!! Crash of China's A stock market? Tell me how.

I was bearish on China's A stock last year. However, I changed my mind after I visit China this year. It is still in early stage for China's economic boom.

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