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如果想让一个经济学家尴尬,最简单的办法就是让他去预测中国股市。在实体经济持续下行的情况下,中国股市却经历了一轮令人瞠目结舌的暴涨,股指在1年左右的时间里几乎翻番,一举从全球表现最差股市成为全球最靓丽的股市。中国股市的这种反常表现,超乎绝大多数经济学家的想象,也很难用正常的经济学逻辑解释。为什么实体经济很差股市却逆势飞扬?中欧陆家嘴国际金融研究院研究员于卫国先生的一
If you want to embarrass an economist, the easiest way is to let him predict the Chinese stock market. With the real economy downturn, the Chinese stock market has experienced a staggering boom. The stock index almost doubled in about a year, making it one of the world’s most beautiful stock markets from the world’s worst performing stock market. This anomalous performance in China’s stock market is beyond the imagination of most economists and difficult to explain in the normal logic of economics. Why the real economy is poor stock market but contrarian? Lujiazui International Finance Institute researcher Mr. Yu Weiguo