RA-麦肯锡报告- Winners and losers in China’s next decade [推广有奖]

31楼

实投 发表于 2013-12-30 11:21:14

32楼

whwhwh888

发表于 2013-12-30 19:13:23

eros_zz 发表于 2013-12-30 09:41
12楼有效回帖 22楼+10=22楼=220论坛币奖金220论坛币

哈哈，文库已建立，文库名：金融投资
谢谢啦～～

33楼

whwhwh888

发表于 2013-12-30 23:41:33

karleenchan 发表于 2013-12-29 12:17
Well, it will take me hours to ans this question, so just brief shortly and list some key points o ...

a great idea, I agree with you.
However, in my opinion, there are some potential conflicts or limitation.
Basically, compared with developed country like USA and EU, Chinese infrastructure is quite poor. As a result, the government will rely on the urbanization as this is a good way to increase the efficiency of the whole country. There is no doubt that the urbanization process will be dominated by the government instead of private capital. Nevertheless, currently, the central government wants to control the local government debt.
So, how can the local government get enough money without issuing debt and selling land at high prices？ Reallocating tax? transferring the state-owned enterprises to local governments?

What's more, the consumption level may depend on the gap between the rich and the poor. However, currently, I cannot find any obvious and realistic policy or economic model to deal these problems.

34楼

karleenchan 发表于 2013-12-31 00:26:28

whwhwh888 发表于 2013-12-30 23:41
a great idea, I agree with you.
However, in my opinion, there are some potential conflicts or lim ...

Good question, sorry that I have been busy with client' s report until end of this year (well, which means tomorrow). Let's discuss after that. Happy New Year!