很佩服大牛的总结,
俺是青蛙,不敢预测市场,只能说说俺的担心:
1. US financial sector reform?
2. high US unemployment
3. mid-term elections in US congress
4. US-Sino relationship (i did not realize this until after new year)
5. bubbles or tightening in China
6. credit issues with PIGS
7. mid-east uncertainties