As Warren Buffett says, “You never know who’s swimming naked until the tide goes out.” For the emerging economies, the financial tide is being pulled by the strong dollar, driven by the perilous blend of a loose US fiscal approach and tightening monetary policy. This is familiar. So who is swimming naked? Argentina, still recovering from the 12 years of the Kirchners’ leftwing populism, is today’s leading example. That, too, is familiar. Is Argentina unique? Alas, possibly not.
正如沃伦•巴菲特(Warren Buffett)所言:“只有当潮水退去时,你才知道谁在裸泳。”对新兴manbetx20客户端下载 体而言,金融大潮正在强势美元(驱动因素是美国的宽松财政政策和不断收紧的货币政策这一危险组合)的作用下退潮。这是熟悉的一幕。那么,谁在裸泳呢?仍在从基什内尔夫妇(Kirchners) 12年的左翼民粹主义统治中艰难复苏的阿根廷,是当今典型的一例。这也是熟悉的一幕。阿根廷是唯一的吗?唉,可能不是。