政經觀點

台灣股巿昨天大跌395點，原因是美國次級房貸危機持續發威，重挫美國股巿，全球股巿受到連帶影響，全面下殺，台灣自然不能倖免.

近年來，中國與印度經濟發展快速，造成亞洲區內貿易量大增，於是有經濟學家主張，亞洲經濟與美國經濟已經脫鈎，美國股巿的表現不再左右亞洲股巿的表 現，這次亞洲－甚至全球－股巿同步大跌，再次否定這種理論，美國紐約時報8月1日報導也指出，亞洲開發銀行今年初的報告即認為亞洲區域內的貿易來往，最後 的目的地與顧客還是美國的巿場。

”A report by the Asian Development Bank earlier this year appeared to throw cold water on hopes that Asia could stop worrying so much about the economic health of the United States and the world's other major regional economies, the European Union and Japan.

That report has buttressed economists who argue that rising intra-Asian trade, particularly with China, is largely based on the trade of goods and services that are ultimately destined for consumers in the United States.

"This myth has been perpetuated that Asia has been decoupled, which is a truckload of baloney in my view," said Venkatraman Anantha-Nageswaran, head of research at Bank Julius Baer in Singapore.”