It was morning in early September and senior investors at Carmignac, the French fund manager, were engaged in a debate that they had been having for months: just how fragile was the world economy? Now, digesting the impact of an August decision by the Chinese authorities to let the value of the renminbi drop only slightly, it was finally time to act.
那是去年9月初的一個早上，法國資產管理公司卡米尼亞克管理公司(Carmignac)的資深投資人正在進行一場他們已持續了幾個月的辯論：世界經濟到底有多么脆弱？如今，吸收了去年8月中國當局讓人民幣小幅貶值的影響之后，終于到了該行動的時候了。
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