h*9
发帖数: 38 | 1 First, let us put bear's arguments forward for a moment:
1) Further downgrade of structured financial products by rating agency will
create another wave of selling of bank stocks (due to another round of write
-off, liquidity problems etc.)
2) Bankruptcy of any monoline bond insurer will put the firms that insured/
hedged CDOs on grave danger.
3) China is in a liquidity tightening cycle to fight off inflation caused
mainly by high oil and food import price. Its slowdown will remove another engin |
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