In 1996 a friend of mine called Jim Rohwer published a book called Asia Rising. A few months later, Asia crashed. The financial crisis of 1997 made my colleague’s book look foolish. I thought of Jim Rohwer (who died prematurely in 2001) last week as a I listened to another Jim – Jim O’Neill, formerly of Goldman Sachs – defending his bullish views on emerging markets in a radio interview.
1996年，我的朋友吉姆?羅沃(Jim Rohwer)出了一本書(shū)：《亞洲的崛起》(Asia Rising)。幾個(gè)月后，亞洲崩盤(pán)。1997年的亞洲金融危機(jī)使羅沃的書(shū)看起來(lái)有點(diǎn)愚蠢。上周我突然想起早已在2001年英年早逝的吉姆?羅沃，當(dāng)時(shí)我在聽(tīng)另一個(gè)吉姆——曾為高盛(Goldman Sachs)工作的吉姆?奧尼爾(Jim O’Neill)——在接受電臺(tái)采訪時(shí)捍衛(wèi)他看漲新興市場(chǎng)的觀點(diǎn)。
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