脫鉤嗎？更像掛鉤！
accessed Sep 21, 2020
脫鉤嗎?更像掛鉤!
美中貿易戰最新意外的趨勢。
("...for those managing the trillions of dollars that flow through global markets every day, the main trend looks more like coupling.") 《經濟學人》 2020年9月5-11日頁57。
-- 美國政治跟著生意走。" The business of America is business." President Calvin Coolidge (1872-1933)
-- 川普或拜登誰當選都不免受美國商界的牽引。
-- 原先認為中美將經濟惡鬥15年的看法是否要重新評估？
●先是美國商會 2020年4月調查顯示83%不離開中國， 6月顯示70%香港美商不離開香港，9月上海美國商會調查顯示92%無計畫離開中國。
●再是美國在中國的生產公司大多數不離開中國，因為中國勞工資源和市場都比美國好。
●最新是美國金融界往中國移動。《經濟學人》封面如此說。 "Wall Street's Expansion in China" Economist September 5th-11th 2020
-- 美國關大門，中國趁機開大門。北京最近大幅解除原來對一直想進中國市場的外國金融公司的限制。
那期頁57列舉美金融界領袖趨們趨向中國的的名單：
-Goldman Sachs and Morgan Stanley took majority control of their Chinese securities ventures.
-HSBC acquired full control of its Chinese life-insurance venture.
-Citi received a coveted custody license to serve institutional investors in China.
- Blackrock received approval to sell its own mutual funds in China.
- Vanguard decided to shif its Asian headquarters to Shanghai.
出版書籍/books published (9)