deja vu
Экономическая ситуация в Корее все больше напоминает deja vu 1997. По крайней мере, такую оценку дает весьма уважаемая мною Asia Times:
Yen appreciation against most currencies in 2007 will provoke widespread defaults in South Korea, reversing short-term foreign-capital flows. This could prompt the devaluation of the won and a correction in the stock market of 50% or more.
мортгажи в йенах на фоне спекуляций на рынке недвижимости добавляют ситуации комичности:
Last year, the surge of short-term external debt was engineered by South Korea's commercial banks, which were anxious to increase profits by borrowing yen to expand domestic household credit. In many instances, Koreans used very low-interest yen credit offered by South Korea's commercial banks to finance speculative mortgages in the country's real-estate market.
http://www.atimes.com/atimes/Korea/IB22Dg01.htmlинтересно, увидим ли мы такую же палку в йене, как в 1998? :)
кросспост
worldcrisis 
