We have a grand new thesis of the emerging markets. For years we had “decoupling”. Once things went bad last year, that turned into a drastic “great recoupling”. Now, we have what looks like a “great re-decoupling”.
我们现在得出了一套全新的新兴市场理论。多年来,我们曾相信过“脱钩(decoupling)论”。去年manbetx20客户端下载 形势恶化之时,我们又转而相信带有极端色彩的“伟大的再挂钩(recoupling)论”。如今我们得出的,似乎是“伟大的再脱钩(re-decoupling)论”。
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