危机导致的萧条也许正是下一次繁荣来临之前的沉寂,对一个睿智的投资者来说,机遇随时可能悄然而至。随着全球金融市场萧条状态的持续,投资者们着实应该在投资的安全性方面多做考虑。1999年,投资者们应当在何处寻觅良机?经过了去年全球金融市场的剧烈动荡,今年市场有望好转,但程度十分有限。投资者应如何在高风险的亚洲市场和低回报的欧美市场之间作出选择?来自摩根·斯坦利公司的颇有影响的战略专家巴顿·比格斯(Barton Biggs)认为,最根本的问题是世界各地普遍存在的生产能力过剩, The depression caused by the crisis may be just the silence before the next boom. For a wise investor, the opportunity may quietly come at any time. As the global financial markets remain sluggish, investors should really think more about the safety of their investments. Where should investors look for opportunities in 1999? After the turmoil in global financial markets last year, the market is expected to pick up this year but to a very limited extent. How can investors make the choice between high-risk Asian markets and low-return European and American markets? Barton Biggs, influential strategist from Morgan Stanley, believes that the most fundamental issue is Ubiquitous excess capacity around the world,