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：《亞洲的崛起》(Asia Rising)。幾個月後，亞洲崩盤。1997年的亞洲金融危機使羅沃的書看起來有點愚蠢。上週我突然想起早已在2001年英年早逝的吉姆•羅沃，當時我在聽另一個吉姆——曾爲高盛(Goldman Sachs)工作的吉姆•奧尼爾(Jim O’Neill)——在接受電臺採訪時捍衛他看漲新興市場的觀點。
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