<![CDATA[
<div class="se-component se-text se-l-default" id="SE-ae23d0ad-46a6-4314-ab7a-ec05676c1ffc" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: inherit; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size:12pt; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: normal; position: relative; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><p class="se-text-paragraph se-text-paragraph-align- " id="SE-53012646-622b-47a9-bc50-3395f78df560" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-2646909f-15e4-4031-b13f-e01213d4d2fc" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: se-nanumbarungothic, "\B098눔바른고딕", nanumbarungothic, sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;"><br></span></p><p class="se-text-paragraph se-text-paragraph-align- " style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">2018년 8월 중국 최대 민영 에너지기업인 화신에너지그룹의 자회사인 상하이 화신국제가 디폴트를 냈습니다.</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-a89a2ab2-2a27-4597-9efa-b75a3f1cc844" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-f078e880-9eac-4c6d-932b-a0d777b450b1" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">이 회사는 만기가 돌아온 3.4천억 규모의 1년 어음원금과 이자를 상환하지 못했습니다.</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-fb1e6bdb-341d-4ea4-b04b-2bb1fdcd9e39" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-4f045aa4-51b8-447a-a41c-b6e8017c75a5" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">에너지 기업이면 매출도 조단위 일건데 이자도 못 갚을 정도면 얼마나 부실한지 짐작이 가네요.</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-e27d123d-8dc2-477d-a86c-bbe19d2a37c9" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-bb451ca1-3f0b-44ad-91db-58f330e2f533" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">5,6월에도 세차례 걸쳐 만기가 된 65억위안 채권을 갚지 못했습니다.</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-8872ac93-e21e-4a06-988e-858b850653eb" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-ec3c3743-c30a-4969-be75-661cc967a74a" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">문제는 이 회사가 중국 채권시장에서 발행한 자금 규모가 296억위안(5조원)</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-6261cf0b-4c25-4d1a-9f97-490ef93d012e" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-dc5c5859-8b43-49ab-abe9-8e5e78256c4d" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">(역시 대국은 뭐가 달라도 남다르네요. 스케일이 틀려요.)</span></p><div class="autosourcing-stub-extra" style="font: inherit; margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; vertical-align: baseline; -ms-zoom: 1; font-size-adjust: inherit; font-stretch: inherit; opacity: 1;"></div><p><br></p><p style="text-align: center;"><img src="https://t1.daumcdn.net/cfile/cafe/99416A3D5D3FAF6413" class="txc-image" actualwidth="682" width="682" style="clear: none; float: none;" border="0" vspace="1" hspace="1" data-filename="20190730_092950.png" exif="{}" id="A_99416A3D5D3FAF64132877"/></p><p><br></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-8d8bb70d-931a-43b7-ae02-5a77cc7548ab" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-45343eed-e8c9-4606-9e20-6222ee8befd6" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">그런데 더 충격적인건 이회사 신용 등급이 AAA 라는거....</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-510b0feb-7d21-4f8d-980c-1491e74e22b6" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-ab196583-5669-4183-aa50-1d3e25bc70ca" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">말이 안되죠. 이자도 못 갚는 회사 신용도가 AAA 라니....</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-e382db4d-7e7a-44a5-978e-b80cd9f247f8" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-276efb4f-bfd2-4e1c-8cd0-f57f8d113cc6" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">2018년 말 기준 중국에는 만기 도래하는 폭탄이 이렇게 많은데 민간기업은 이걸 못 피하겠고, </span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-e382db4d-7e7a-44a5-978e-b80cd9f247f8" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">국영기업은 돌려막기 하고 있죠.</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-98b20be4-5969-40af-b1c4-d7243954e2c6" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-431e69f6-f96c-4d4b-a754-55d18991b491" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">실제로 디폴트기업들 중에 90%가 민간기업입니다.</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-36c95536-a9f6-4fdd-b627-49865a59ccae" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-92270563-f4ec-4081-ab38-0ae15af77457" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">중국기업들 부채 70%가 국영기업 부채인걸 보면 돌려막기 하고 있다고 봐야죠.</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-40e4e1c4-f4d0-4567-9287-dc567584e8d2" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-8bc7b158-3b5d-4af5-a2f2-193fbcc1b051" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">미중무역분쟁이 장기화 되면 이걸 감당 할 수 있을지.....</span></p><p><br></p><p style="text-align: center;"><img src="https://t1.daumcdn.net/cfile/cafe/990392335D3FAF8117" class="txc-image" actualwidth="600" width="600" style="clear: none; float: none;" border="0" vspace="1" hspace="1" data-filename="1807241419425430.jpg" exif="{}" id="A_990392335D3FAF8117D3AB"/></p><p><br></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-4659d84c-1290-45c5-b840-dc0e4c42d14e" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-4660b71f-4bdd-48f4-89bb-f7fe36fcff7f" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">대충 올해말까지 만기하는 채권만 보더라도 7500억 위안...</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-eeaf6cd3-e5cd-45eb-a48d-4c6a16ed29d2" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-e9ae2f4d-9fb0-4cee-a58c-acd5c75318d9" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">이걸 부실한 중국 기업들이 막을 수 있을까요?</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-d57ae142-7827-46ab-b6c3-65f5dcf32eaa" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-2344a7dc-298f-4cb1-a2f3-d564f984d346" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">부채가 많아도 기업들 실적이 좋으면 커버라도 가능한데.....정부 지원금으로 연명하는 기업이 경쟁력이 있을까요? 그리고 대출해준 은행들은 어떨까요?</span></p><p><br></p><p style="text-align: center;"><img src="https://t1.daumcdn.net/cfile/cafe/996A333F5D3FAFA212" class="txc-image" actualwidth="580" width="580" style="clear: none; float: none;" border="0" vspace="1" hspace="1" data-filename="20190730_092702.png" exif="{}" id="A_996A333F5D3FAFA2120810"/></p><p><br></p><p style="text-align: center;"><img src="https://t1.daumcdn.net/cfile/cafe/993A2B335D3FAFB408" class="txc-image" actualwidth="580" width="580" style="clear: none; float: none;" border="0" vspace="1" hspace="1" data-filename="20190730_092716.png" exif="{}" id="A_993A2B335D3FAFB408084E"/></p><p><br></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-bc8bdc01-1c3d-436d-92c9-7aba2e5b609a" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-23ffcc00-2446-4fc4-bc0b-a702180838ba" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">이걸다 중국정부에서 막아 줄까요?</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-9b5e455b-e949-44e9-b682-ded6a36e11b3" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-eef6e767-7481-4573-aa58-004503101ef3" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">이쯤 되면 왜 중국 인민대 교수가 중국 기업들 중에 영업이익 제대로 내고 있는 회사는 손에 꼽을 만하다고 말을 했는지 이해가 갑니다.</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-2d2fba61-8648-4d17-9c2b-cb80636d3395" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-1c9db2d4-3e3b-4261-855e-90d169cc099d" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: se-nanumbarungothic, "\B098눔바른고딕", nanumbarungothic, sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">​</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-90867019-be99-486c-9bbc-085288c772f9" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-5d52878b-f004-43ea-a1d0-d8afb80b3ccc" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">최근 중국은 지방정부 인프라 사업을 위해 대규모 채권을 발행을 했습니다.</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-4a8661dd-fa9a-45a1-a7fb-39ecb7267406" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-1dbb135d-6ddb-4e21-8d2d-9ff7d0e81750" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">전년도 1분기에는 0.4조 위안이었는데 올해 1분기 지방채 발행규모가 1.4조위안으로 크게 증가했습니다.</span></p><p style="text-align: center;"><br></p><p style="text-align: center;"><img src="https://t1.daumcdn.net/cfile/cafe/99C861345D3FB00817" class="txc-image" actualwidth="700" width="700" style="clear: none; float: none;" border="0" vspace="1" hspace="1" data-filename="20190730_093556.png" exif="{}" id="A_99C861345D3FB008177B74"/></p><p style="text-align: center;"><br></p><p><span style="text-align: left; color: rgb(34, 34, 34); text-transform: none; text-indent: 0px; letter-spacing: normal; font-family: se-nanumbarungothic, "\B098눔바른고딕", nanumbarungothic, sans-serif; font-size: 16px; font-style: normal; font-weight: 400; word-spacing: 0px; float: none; display: inline !important; white-space: pre-wrap; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><font face="Arial"><span style="font-family: Dotum,돋움,sans-serif;">문제는 중국의 명목GDP가 꺽이고 있으며, 수출 부진에 부동산 시장 가격하락으로 가계에도 그 영향이 미치고 있습니다.</span></font></span></p><p><span style="text-align: left; color: rgb(34, 34, 34); text-transform: none; text-indent: 0px; letter-spacing: normal; font-family: se-nanumbarungothic, "\B098눔바른고딕", nanumbarungothic, sans-serif; font-size: 16px; font-style: normal; font-weight: 400; word-spacing: 0px; float: none; display: inline !important; white-space: pre-wrap; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><font face="Arial"><br></font></span></p><p style="text-align: center;"><img src="https://t1.daumcdn.net/cfile/cafe/990332385D3FAFF113" class="txc-image" actualwidth="699" width="699" style="clear: none; float: none;" border="0" vspace="1" hspace="1" data-filename="20190730_093711.png" exif="{}" id="A_990332385D3FAFF1139DD9"/></p><p><span style="text-align: left; color: rgb(34, 34, 34); text-transform: none; text-indent: 0px; letter-spacing: normal; font-family: se-nanumbarungothic, "\B098눔바른고딕", nanumbarungothic, sans-serif; font-size: 16px; font-style: normal; font-weight: 400; word-spacing: 0px; float: none; display: inline !important; white-space: pre-wrap; orphans: 2; widows: 2; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><font face="Arial"></font></span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-34fa7398-4570-42d5-95d0-9ea230fe1f04" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-a7c0b119-c18d-4e49-a718-e79485dd0629" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">현재 중국의 GDP대비 래버리지 비율을 보면 2018년말 기준 204.2%로</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-7fc29941-3613-4401-b61e-f8e2183dc248" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-f73da944-180b-40bf-a7e6-25f4a3fdb5b8" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">일본의 버블붕괴 고점인 218.2%, 스페인 218.1%에 근접해 있습니다.</span></p><p class="se-text-paragraph se-text-paragraph-align- " style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">저 버블이 기업들 디폴트랑 같이 터지면 중국도 IMF 오겠죠?</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-d6b046a4-1874-41f4-b5d2-48ba870747f9" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-2c6a42eb-be78-46b7-a096-8b55d0c3dfce" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">​</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-cb7ade03-f6fb-4e8a-a699-4bffff25f507" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-f83c49cf-dcce-40c5-ab98-6028cfe2bada" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">다가올 글로벌 경기침체에 중국이 이걸 모두 극복할 수 있을까요?</span></p><p class="se-text-paragraph se-text-paragraph-align- " id="SE-45826d6a-6a8e-4c5a-9b5b-429817a7619b" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: 1.8; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size: 0px; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: pre-wrap; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; overflow-wrap: break-word;"><span class="se-fs-fs16 se-ff-nanumbarungothic se-style-unset " id="SE-c973fd07-2bf4-40ba-aaa6-670822fe3169" style="margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; color: rgb(34, 34, 34); line-height: inherit; font-family: Dotum,돋움,sans-serif; font-size: 16px; font-style: normal !important; font-variant: inherit; font-weight: inherit; vertical-align: baseline; font-stretch: inherit;">미국보다 오히려 중국이 더 빨리, 먼저 침체가 올거라고 봅니다.</span></p><div class="autosourcing-stub-extra" style="font: inherit; margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; vertical-align: baseline; -ms-zoom: 1; font-size-adjust: inherit; font-stretch: inherit; opacity: 1;"></div><p><br></p><p><br class="Apple-interchange-newline"><br></p><br class="Apple-interchange-newline"></div><div class="se-component se-image se-l-default" id="SE-2332a6a6-333d-4e1a-ba5e-115a47e17f4c" style="margin: 20px 0px 0px; padding: 0px; border: 0px currentColor; border-image: none; text-align: left; color: rgb(85, 122, 116); text-transform: none; line-height: inherit; text-indent: 0px; letter-spacing: normal; font-family: se-nanumgothic, sans-serif; font-size:12pt; font-style: normal; font-weight: 400; word-spacing: 0px; vertical-align: baseline; white-space: normal; position: relative; orphans: 2; widows: 2; font-stretch: inherit; background-color: rgb(255, 255, 255); font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><div class="se-component-content se-component-content-fit" style="font: inherit; margin: 0px auto; padding: 0px 40px; border: 0px currentColor; border-image: none; vertical-align: baseline; max-width: 100%; font-size-adjust: inherit; font-stretch: inherit;"><div class="se-section se-section-image se-l-default se-section-align-" style="font: inherit; margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; vertical-align: baseline; font-size-adjust: inherit; font-stretch: inherit;"><a class="se-module se-module-image __se_image_link __se_link" style="font: inherit; margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; text-decoration: none; vertical-align: baseline; display: block; font-size-adjust: inherit; font-stretch: inherit;" href="https://blog.naver.com/PostView.nhn?blogId=okpsj0113&Redirect=View&logNo=221599771089&categoryNo=1&isAfterWrite=true&isMrblogPost=false&isHappyBeanLeverage=true&contentLength=22060#" data-linkdata="{"id" : "SE-2332a6a6-333d-4e1a-ba5e-115a47e17f4c", "src" : "https://postfiles.pstatic.net/MjAxOTA3MzBfMTM1/MDAxNTY0NDUzODMyNzIz.vUb8jrfqXnBzBOkEICvY3a_XwEOJkKm74iYH3Vymplog.jbDj_MP9WOqU-NRRMpA7sYkCbQ30iXVjCGwkTCfX_1Mg.PNG.okpsj0113/20190730_092950.png", "linkUse" : "false", "link" : ""}" data-linktype="img"><div class="autosourcing-stub-extra" style="font: inherit; margin: 0px; padding: 0px; border: 0px currentColor; border-image: none; vertical-align: baseline; -ms-zoom: 1; font-size-adjust: inherit; font-stretch: inherit; opacity: 1;"></div></a></div></div></div><p><br class="Apple-interchange-newline"><br></p>
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첫댓글 금융개방이거나 금내다팔아야하는 상황오는건가요?
중국 정부에서 더 이상 유동성을 공급할 수 없으면....채권을 더 팔던가
가지고 있던 금을 팔던가...구제금융을 신청해야겠죠.
자료 감사합니다
역시 분식회계의 나라 중국 입니다
아마도 위안화표시채권은 돈을 찍어서 내주고 달러표시채권은 가지고있는 3조달러어치 달러채권으로 상환하지 않을까요???
지금 트럼프가 하고자 하는게 통화전쟁인데....체력이 달러에 비해 약한 위안화가 될까 싶습니다.
기축통화도 아닌데....지들 맘대로 찍어버리면 신용을 잃어버리게 될건데...
그럼 위안화도 베네주엘라 꼴 안날까요? 차라리 정부 부채를 늘리는게 훨 나겠죠.
지금 국영기업 부채 디폴트 막으려고 중국 정부가 돌려막기 하고 있죠.
근데 이게 얼마나 갈지....
@모건_HANOI 베네수엘라는 석유외에 생필품을 전부 수입해쓰니까 그꼴이 된거고 중국은 지금도 자급자족할려면 가능하고요 또 러시아나 중앙아시아쪽으로는 미국이 손을 못 쓰기땜에 상황이 아주 다릅니다
@모건_HANOI 똑같은 석유수출국이지만 이란이 꿋꿋하게 버티는 이유죠
@뚝이 그러나 이미 부실이 임계치를 넘은거 같습니다
@모건_HANOI 모건님 중국 언제쯤 위기가 올 것 같은가요?
예상하시는 시기가?
외화표시채권아니면 어차피 위안화는 리셋해버리면 끝이기에 문제거리가 안됩니다 사회주의가 좋은게 그런것이죠 우리나라도 박통이 집권하고 리셋한번 했죠
그럼 위안화는 신뢰를 잃고 달러한데 이제 완전 상대도 되지않는 통화가되겠죠.
@법천 국가가 디폹트나는데 통화신뢰따위가 문제인가요 어차피 모든 종이화폐는 탄생에서부터 종이보다 못한 상태로 달려가는 과정을 겪고 분해된다음 새로운통화로 시작하고 생명체처럼 별처럼 똑같은 윤회를 반복하는 숙명을 갖고 있습니다 달러는 세계인의 통화이기에 느리지만 태양과 같은 항성의 팽창 수축과정을 거쳐 끝내는 소멸됩니다
@뚝이 그게 쉽다면 그리하겠지만 위안화 위상 세우는데도 많은 노력이 들어갔는데...최대한 견디기모드이지않을까요?
중국을 천하무적으로 아시네요.
@모건_HANOI 독약을 꾸준히 복용해서 아무리 중국이라도 살아님기 힘들겠지요^^
@모건_HANOI 천하무적이 아니라 그렇게 하고도 남을 나라라고 봅니다 중국인민들 먹는 것만 해결되면 불만이 없다잖아요
미국보다 중국이 먼저 휘청하고, 중국덕분에 한국도 휘청하고... 그럼으로써 미국도 휘청하고... 미국주가는 사상최고인데 금리를 내린다는게 2007년 리먼사태를 연상케 합니다. 모두 조심 또 조심하고, 절약 또 절약해서 이번의 위기를 무사히 넘기시기 바랍니다.
사실 뭐 전세계와의 무역을 포기할 각오만 있으면 자체리셋 가능하죠.. 미국이 그럴수 있는 나라죠.. 중국도 가능할지도 모르겠는데 해외에서 수입해야 할 것이 조금이라도 필요한 걸로 압니다.. 대표적으로 식료품.. 미국이 레알 깡패인게 전 세계와 무역을 끊어도 크게 아쉬울게 없는 나라라는 점이죠..
중국의 신용등급은 잘아시겠지만 신뢰성이 많이 떨어져서 꽌시로 받은 등급인지 확인할 필요가 있죠
그래도 심각하네요...
자료 감사합니다. 잘봤습니다.
좋은정보 서로의좋은 대담 감사히 읽고 갑니다 감사합니다