索罗斯前顾问：黑田东彦激进宽松将让日本崩溃2408867x

• 

  2013-04-16 00:16:18 吹OOOOOx 1#

  日本经济死在小安手里了:)

  提交 取消
• 

  2013-04-16 00:16:06 yuirangx 2#

  本帖最后由 lushifu 于 2013-4-15 22:34 编辑 日豪赌QE 恐弄巧成拙（中央社台北15日电）身价亿万的投资大师索罗斯的前顾问藤卷健史（Takeshi Fujimaki）警告，日本央行“大举押宝”加码量化宽松（QE），恐将无法逆转经济情势，相反的，将使得日本迈向破产倒债命运。据彭博报导，日本央行4日宣布将倍增每月购债规模至7.5兆日圆（相当760亿美元），相当日本这个全球负债率最高国家的近70%新债发行。日本央行总裁黑田东彦（Haruhiko Kuroda）还设定2年内达成2%通膨目标，并在2014年底扩增货币基数至270兆日圆。藤卷健史11日在东京受访指出：“藉扩增货币基数至270兆日圆，我认为日本央行豪赌QE最终可能失败。黑田东彦祭出超级QE，等于宣告与日本政府结伴自杀，日本央行将必须一起分担日本的命运与破产。”黑田东彦上周表示，日本央行不会将宽松举措时间局限在2年，而且目前他已使出浑身解数，俾以实现通膨目标。黑田东彦豪赌QE，导致日圆兑美元跌至4年来低点99.95日圆兑1美元，并使得政府公债市场震荡加剧。日本10年债殖利率上周结束时一度飙上0.62%，但在5日一度滑降14个基点，跌至0.315%历史新低。

  提交 取消
• 

  2013-04-16 00:15:53 lushifux 3#

  本帖最后由 lushifu 于 2013-4-15 22:33 编辑 Aggressive easing is ‘double suicide’ for BOJ, Japan: ex-Soros adviserI guess you could say he expects it to end badly.ReutersBank of Japan’s Governor Haruhiko KurodaTakeshi Fujimaki, the head of Fujimaki Japan and a former adviser to billionaire hedge-fund investor George Soros , told Bloomberg that the Bank of Japan’s aggressive monetary easing plan will send the country toward default. The bank earlier this month surprised investors around the globe by announcing it would double its monthly debt purchases to 7.5 trillion yen ($7.6 billion) as it attempts to break the economy out of the grip of deflation.“By expanding the monetary base to 270 trillion yen, the BOJ is making a huge bet which I think it will ultimately lose,” Fujimaki, who has previously warned of the dangers of a Japanese default, said in a Bloomberg interview. Bank of Japan Gov. Haruhiko Kuroda’s “QE announcement is declaring double suicide with the government. The BOJ will have to share the country’s fate and default together.”By moving to buy up around 70% of government bond issuance, investors have pondered potential for the Bank of Japan move to spur Japanese investors to hunt for yield outside the country’s borders, potentially lifting assets around the globe.But it’s also drawn warnings from investors who fear the effort could end in tears. Soros, Fujimaki’s former boss, earlier this month told CNBC that the Bank of Japan was playing with fire because they’re undertaking the project after 25 years of simply accumulating huge deficits without getting the economy moving.Soros warned that an outflow of funds from Japan could turn into an “avalanche” if investors realize the Bank of Japan easing is going to continue unabated. For his part, Kuroda has said the Bank of Japan’s 2% inflation target is “flexible” and that policy makers could adjust if it appeared an asset bubble were forming or other ill effects were observed.

  提交 取消