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January 24, 2012

Pipeline effect

內地過去一年通脤嚴重,但人民幣及出口沒有相應增加,加上很多環節有 cartel 情況,造成生產力國內弱出口強的情況,和二三十年以來的日本一致,他們都在國外豪爽,國內少消費。所不同的是,中國大陸的人對安全性的需求在國內得不到滿足,全要外求,究竟對香港的pipeline effect 會去到甚麼程度??

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