04/07/2009
China’s banks are veering out of control. The half-reformed economy of the People’s Republic cannot absorb the $1,000bn (£600bn) blitz of new lending issued since December.
Money is leaking instead into Shanghai’s stock casino, or being used to keep bankrupt builders on life support. It is doing very little to help lift the world economy out of slump.
„China’s banks are an accident waiting to happen to every one of us - Telegraph
なんで中国が「保八」、つまり年8%の経済成長にこだわっているか、分かるかな?彼らの不良債権率を考えれば、8%成長でようやく実質ゼロ成長なんだよ。
そんでもって、そんな中国の必死な官製バブルに、辛うじて食わせてもらっている日本のメーカー連中がどんだけ厳しいかってのも分かるよね。門真の会社なんて、自ら率先して中国政府の補助金漬けになって、電気も通ってない内陸部にプラズマだのエアコンだのを売って食いつないでるんだぜ。
それで経済回復だなんだかんだって、笑わせるぜって話。
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