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主题:亚洲第二次金融危机将展开 -- parishg

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家园 Fragile

印度印尼巴西南非和土耳其

India--long term fiscal problem, domestic inflation, no manufacturing capacity. After Asian economic crisis, strong manufacturing nations recover fast because of rising export. India could not do it.

Indonesia--the problem is China standing behind it this time. China factor is important.

Brazil--Nobody cares and America loves to see its fall. Very dependent on China demand.

South Africa--the political elites are still slowly killing the nation. China factor too.

Turkey--most reliant on European demand. Nice location to benefit from the Euroland recovery or boom in the middle east, Russia. America can easily pull down Brazil and India, but not Turkey.


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