Investors live in three overlapping worlds: economic, financial and political. The state of the first two is open to discussion but globally the last is looking distinctly poor. Just last week, the weak-government club won two new members: Italy with defections from the ruling coalition and the Netherlands with the formation of a fragile minority government.
投資者生活在三個交叉重疊的世界里面:經濟、金融和政治。前兩者狀況如何有待討論;但就全球來看,后者的情況卻分明欠佳。就在上周,“弱政府俱樂部”迎來了兩名新成員:舍棄執政聯盟的意大利,以及組建虛弱少數黨政府的荷蘭。
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