Almost a year after I moved to Hong Kong to run a China investment fund, I am struck by a shift in the mood music. It is as if, unable to hold more than one thought in their minds at a time, investors have displaced their enthusiasm for the Chinese growth story with concerns about inflation, currency tensions and political uncertainty.
迁至香港管理一只manbetx3.0 题材基金近一年后，我惊奇地发现市场的氛围变了。投资者似乎没有能力一次在脑子里保留多个想法：对通胀、汇率问题紧张局势及政治不确定性的担忧，取代了对manbetx3.0 增长故事的热情。
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