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.
遷至香港管理一只中國題材基金近一年后，我驚奇地發(fā)現(xiàn)市場的氛圍變了。投資者似乎沒有能力一次在腦子里保留多個(gè)想法：對通脹、匯率問題緊張局勢及政治不確定性的擔(dān)憂，取代了對中國增長故事的熱情。
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