引用:
原帖由 老何 於 2011-12-14 03:56 發表
CY, 你可否一說SYRIA局勢對股匯金油市的方向?
話之佢死人塌樓, GOOD氷最緊要.
Wow, such a big topic c-hing should know better than me...
Well, I try to give my humble opinion...
The current Syrian regime faces giant pressures both from the West and Middle East, it is estimated that the situation is not sustainable given what happens in the region i.e. Eygpt, Libya... Russia although now may looks backing up the existing government but eventually would not take the risks to intervene militarily as the US has successfully spread seeds of violations in the upcoming presidential election in 2012... Therefore it is a matter of time the S government to be replaced.
Traditionally when there are chaos, USD will be the beneficiary due to flight to safe heaven patterns, and it is indeed happening in the short run, and as you correctly pointed out that a weakening EUR is the key to falling stock markets, that tension may add fuels to the oil markets of squeezing higher in addition to Iran factors... Gold is behaving not as expected as a safe heaven for chaos recently but may eventually behave so when markets really get unstoppable fears....