1. this Chinese property collapse 300billion$
- lots of Chinese bought off-plan and will be really angry,
-then there's the supply chain all those companies working for Evergrande who could go bust,
-then there's all the debt and interest that banks might not get back so they won't have money to lend (this is called a "credit crunch") and so many companies will not be able to borrow, no start up, no grow.
Will the Chinese govt step in? They've said no in general, but ...who knows?
-Pull any investments in China.
2. an energy crisis - the UK govt may help peoole pay a hugely inflated gas bill
3. Fed tapering of the 160b they buy in the bond markets every month
4. A rate Fed interest rate hike next year and
5. inflationary pressures are they temporary or are they building?
But we are so very conditioned to "buy on the dips" that maybe this will be jyst another opportunity....
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