真是悲剧。可见国际金融乱成什么样子了。所以我说的，既然中国不熟悉游戏规则，在这个乱局下，就不要轻易出去。不是想象中的那么简单。
http://finance.sina.com.cn/stock/usstock/economics/20081016/18225398708.shtml
英国每日电讯报日前报导称，中国铝业(6.67,0.00,0.00%,吧)正与负责对雷曼兄弟进行破产清算的有关方面进行洽谈，希望能释放其被套的数以十亿计的美元，因中国铝业持有大量矿业巨擘力拓的股票，而雷曼是其股票托管人。
中国国有企业中国铝业今年2月时与美国铝业联手购买了力拓价值约140亿美元的股份。市场普遍认为，此举是为了阻挠必和必拓敌意收购力拓。
每日电讯报在其网站上发布的一篇日期标明为10月15日的文章中援引不具名消息人士的话报导称，这些股份价值因力拓股价的下跌目前已缩水至约80亿美元，这部分股票稍早托管在雷曼香港的账户中，但后来因雷曼破产而被套。
每日电讯报称，中国政府试图给这部分股票换一个托管人。
每日电讯报表示，这一争端已经升级至涉及政府层面的较高级别，北京方面正施压香港要求其交出中国铝业的股票。
报导称，负责雷曼破产后清算的相关责任方并未释放这部分股票，且其可能决定将中国铝业置于雷曼破产后的债权人名单中。若形势进一步恶化，这可能导致中国铝业因所持力拓的股份而遭受巨大损失。
12 条评论:
传中投公司计划增持黑石股份至12.5%
CIC, aka, super dumb money.
stupid, stupid, stupid...
http://www.stnn.cc/chinafin/200810/t20081017_880937.html
楼继伟和高西庆这两个人,中央纪委应该去调查他们,看看他们有什么经济问题.子女亲属有没有收受了什么利益.估计两三年后就会被抓起来了.
great move to buy more blackstone now.
do u think you can buy cheap when they have no problem?
don't be innocent
The way I see it, traditional PE model is broken.
What's the name for current financial tsunami?
The Great CREDIT CRISIS of 2008.
How did PE make 20% return in the past couple of years?
LEVERAGE THE CREDIT. Borrow at historically low interest rate, substitute public equity with CHEAP CREDIT, reshuffle the management, sell some unit, buy some asset, put on a spectacular road show, take company back to the public market, and reap stunning return.
Ya think they can get that kind of cheap money going forward?
I maybe somewhat naive, but I say no way they can repeat the performance in the golden era of PEs. Schwartzman is no superman.
But he sure is a great salesman. And CIC, dumbxxxx! Average down, my ass.
China should PUT US economy further. even not, a bullish attitude would reduce China's flexibility in strategy depolyment.the potential financial gain in meaningless.
CIC is committing a crime to breach the national interest. only personal interst at stake could explain such a naive action.
the account shall be settled in due courese.
FQ, Two separate issues here:
1) Is there any personal interest involved in BS deal (and others)?
I don't know but it's worth investigating. However it's not the most important thing to do now.
2) Is it good time to increase stake in BS (or other FI) now?
Perhaps, and depends on how far you'll see. So long as we're spending a small amount of GDP, the risk is worth taking.
Of course, the best thing to do is to buy the talents and systems instead of the dying corps. In the end these are all Chinese needs. But I don't think foreigners are willing to work for Chinese over the long term - even HK pple have problems integrating into Chinese companies.
$3.0B or $10.0B is nothing over the longer term.
LZ, I don't see your logic:
"a bullish attitude would reduce China's flexibility in strategy depolyment".
if we are so close to USD meltdown, why not let it happen?
what's the relation between letting USD meltdown and buying talents from great firms?
i don't see clear logic. but i think panic and chaos creates opptunrities. the current world's weathty distribution is uneven and unfair, which does not refelct the actual wealth creation process. may be a new order may benefit China, after the old destructed, especially, according to a masterly minded plan by the Chian stragetist.
China could buy those talents and great firms much more cheaper, may be 1/100, when the whole world is at the mercy of RMB.
這是長治久安的方法嗎?
en. may be you are right.
it is purely for discussion.
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