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从全球性滞胀和供给主义的必然政策选择来看,可以看到在2012年为长远布局的几个思路。(一)时代背景——通胀前景与资源价值债务危机的最终解决将以释放货币、适度放任通胀为最终岀路,具有较高资源属性的采矿业、公用事业、农业等是主要的受益行业。1、采矿业。全球滞胀以及债务货币化的必然出路成为资源价值的必然支撑,这将为采矿业提供支撑,如煤炭、石油开采。有色金属中,基本金属的真实需求与实体经济紧密相关,不如能源稳定,受益程度稍差,但黄金、钨、铝土矿相对具有较高的投资价值。
From the inevitable policy options of global stagflation and supplyism, we can see several ideas for the long-term layout in 2012. (I) Background of the Times - Inflation Prospects and Resource Value The ultimate solution to the debt crisis will be to release money and moderately allow inflation to be the ultimate goal. Mining industries, public utilities and agriculture with high resource attributes will be the major beneficiary industries. 1, mining industry. The global stagflation and the inevitable exit of debt monetization have become the necessary support for the value of resources, which will provide support to the mining industry, such as coal and oil exploration. Non-ferrous metals, the real demand for basic metals and the real economy are closely related, not as stable energy sources, the degree of benefit somewhat less, but gold, tungsten, bauxite relatively high investment value.