每隔几十年,世界经济就会发生巨大的变化,这对全球范围内的广泛市场都产生了深远影响。美国经济在十九世纪晚期的崛起,战后日本和西欧的重建,以及东亚生产网络的崛起都是属于这一类型的事件。高盛预测,四个最大的新兴经济体(BRICs)——巴西、俄罗斯、印度和中国的崛起在以后的数十年内将是属于同一类变化的大事件。2003年,高盛曾经发表了一份报告,其 Every few decades, tremendous changes have taken place in the world economy, which have far-reaching implications for a wide range of markets around the world. The rise of the U.S. economy in the late nineteenth century, the post-war reconstruction of Japan and Western Europe, and the rise of the East Asian production network are all examples of this type. Goldman Sachs predicts that the rise of Brazil, Russia, India and China, the four largest emerging economies (BRICs), will be a major event of the same kind in the coming decades. In 2003, Goldman Sachs has issued a report, which