謝虎王{:1_97:}
公牛和公鸡同时被宰。
政治选举成为了这一波的主题，估计又能炒作一段时间
两周内，欧元1.25，今年最终会跌到1.2；澳元0.95。
加元突破1.0050之后是1.05，时间要更长一点。
英镑有希望见到1.58，不过最近几个月英镑会相对较强，买入英镑的叉盘，如镑日、镑加是比较好的机会。
美元兑日圆，80以下保持中线策略慢慢买进，待85了结。
放弃澳元，只买澳日，但现在远远不是时候，如果澳日到73，那么这波非美下跌也就该结束了，买进澳日要比买进澳美有趣得多。
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謝謝虎王{:1_97:}
中国不买，还有谁买？
China Investment Corp. has stopped buying European government debt because of an economic crisis on the continent, though it continues to look for new investments there, said CIC President Gao Xiqing.
“What is happening in Europe right now is of course of concern,” Gao said yesterday in an interview in Addis Ababa, Ethiopia, during the World Economic Forum on Africa. “We still have our people looking at opportunities in Europe, even though we don’t want to buy any government bonds.”
European leaders are struggling to contain a debt crisis that has entered its third year and led to bailouts of Greece, Portugal and Ireland. Officials have pledged to tighten fiscal frameworks amid concern the situation would envelop Italy and Spain, the euro region’s third- and fourth-biggest economies.
“China has a significant interest in Europe being a strong economic region; that’s clearly not the case at the moment,” said Stephen Halmarick, Sydney-based head of investment market research at Colonial First State Global Asset Management, which oversees about $150 billion. “It’s probably not surprising that the Chinese authorities are looking elsewhere for investment. Other investors in other parts of the world will be very cautious about European debt at this moment.”
The euro posted its longest slump since 2008 and European shares fell to the lowest in almost four months as concern that Greece will be forced out of the euro zone grew. Spain said yesterday it would take over Bankia SA (BKIA), the banking group with the most Spanish real estate, as part of efforts to bolster confidence in the country’s lenders.
Africa Investments
The Chinese sovereign wealth fund would “love” to boost investments in Africa, Gao said. The company is limited in how much it can invest in Africa because the projects are not large enough to fit its investment criteria, he said.
The fund is boosting investments outside of China as it seeks to increase returns on the nation’s foreign currency reserves and secure commodity supplies. The Chinese government injected about $50 billion this year in the sovereign wealth fund, Gao said. The government has not made a decision on whether to regularly inject capital into the company, he said.
“Right now, we are busy enough, so we don’t worry terribly about recapitalization,” he said. “In the long run, we should do something about it.”
Poorest Continent
The company only considers investments of at least about $100 million in African companies and wants to take no more than a 10 percent stake in them, he said. There are not many companies outside of the mining industry in Africa that fit those criteria, making spending on the world’s poorest continent a challenge, he said.
The ventures need to have a return that is on average about 200 basis points, or 2 percentage points, more than investments in the developed world, he said.
CIC will buy 25 percent of former South African politician Cyril Ramaphosa’s Shanduka Group for 2 billion rand ($251 million), the company said on Dec. 22.
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希腊推出欧元区是市场的共识，时间点在希腊大选之后，法德离异的配合。末日2012属于欧洲。