【独家发布】GMO白皮书：中国信贷前景图（中英文版）

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嗯，这个不错，可惜对Inker不太了解，说的很中肯，但是没有把经济周期、ZF换届后效应的影响等因素考虑进去

看看

部分土豆进城 发表于 2013-2-6 09:41
嗯，这个不错，可惜对Inker不太了解，说的很中肯，但是没有把经济周期、ZF换届后效应的影响等因素考虑进去

Ben Inker
Mr. Inker is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. He joined GMO in 1992 following the completion of his B.A. in Economics from Yale University. In his years at GMO, Mr. Inker has served as an analyst for the Quantitative Equity and Asset Allocation teams, as a portfolio manager of several equity and asset allocation portfolios, as co-head of International Quantitative Equities, and as CIO of Quantitative Developed Equities. He is a CFA charterholder.

看完了，写的很不错，再支持下

谢谢分享

very good

学习

这个很有兴趣啊

为将会为所有银行风险托底）-关联方借贷（投向地方ZF基础设施项目）-贷款展期（比如地方ZF贷款的“长期性”）-事