100329 Bill Gross Investment Outlook April中文版
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Transcript of 100329 Bill Gross Investment Outlook April中文版
- 1. 2010 4 1 2010 4 PIMCO Investment Outlook 378 567 9 Tel(02) 2502-888996 020 Fax(02) 2502-1288 http://www.AllianzGlobalInvestors.com.tw
2. 2010 4 2008 2 2010 4 PIMCO Investment Outlook 378 567 9 Tel(02) 2502-888996 020 Fax(02) 2502-1288 http://www.AllianzGlobalInvestors.com.tw 3. 2010 4 -- D.H.The RockingHorse Winner 2008 PIMCO 2010 Adam Smith 3 2010 4 PIMCO Investment Outlook 378 567 9 Tel(02) 2502-888996 020 Fax(02) 2502-1288 http://www.AllianzGlobalInvestors.com.tw 4. 2010 4 1. 2. 3. 12 3---- IMF George Papandreou PIGS 4 2010 4 PIMCO Investment Outlook 378 567 9 Tel(02) 2502-888996 020 Fax(02) 2502-1288 http://www.AllianzGlobalInvestors.com.tw 5. 2010 4 PIMCO PIMCO PIMCO 11 IMF GDP 10% 5 2010 4 PIMCO Investment Outlook 378 567 9 Tel(02) 2502-888996 020 Fax(02) 2502-1288 http://www.AllianzGlobalInvestors.com.tw 6. 2010 4 CBO Social Security Medicare 2009 46 30 30 4.6% 2 1% CBO 3,000 CBO 20032005 CBO Douglas Holtz-Eakin 9,500 1,380 5,620 PIMCO D.H.6 2010 4 PIMCO Investment Outlook 378 567 9 Tel(02) 2502-888996 020 Fax(02) 2502-1288 http://www.AllianzGlobalInvestors.com.tw 7. 2010 4 1980 debt deflation (William H. Gross) 7 2010 4 PIMCO Investment Outlook 378 567 9 Tel(02) 2502-888996 020 Fax(02) 2502-1288 http://www.AllianzGlobalInvestors.com.tw