中國(guó)和印度 巴菲特更看好誰？

Buffett's China Investments

Buffett, a renowned investor who has rarely ventured outside the U.S., has already made a couple of investments in China and none in India.
巴菲特，這位享譽(yù)全球的投資家一向較少在美國(guó)之外進(jìn)行投資，但迄今為止，他已在中國(guó)進(jìn)行了幾筆投資，不過在印度，他的投資記錄為零。

But his Chinese investments have not exactly been smooth-sailing.

你愿意花多少錢和這位男士共進(jìn)晚餐？

但他在中國(guó)的投資的確并非是一帆風(fēng)順的。

In 2003, Berkshire Hathaway Inc. (BRKA, BRKB), the investment company headed by Buffett, bought a 13% stake in Chinese government-run PetroChina Ltd. (PTR). But in 2007, Buffett had to defend this investment from allegations that the oil company had exposure to Sudan, which has come under fire for human-rights violations. In response to a shareholder proposal asking him to withdraw the investment from PetroChina, Buffett stood his ground and said he had seen no proof that PetroChina had operations in Sudan. Later that year, however, he sold most of his stake, a move he attributed to gains in his investments rather than the Sudan allegations.
2003年，巴菲特屬下的投資公司伯克希爾哈撒韋公司(Berkshire Hathaway Inc.) 購(gòu)買了中國(guó)國(guó)有公司中石油(PetroChina Ltd)13%的股份。但在2007年，巴菲特不得不就該項(xiàng)投資進(jìn)行辯護(hù)，因中石油被指在蘇丹有業(yè)務(wù)，而該國(guó)因違反人權(quán)一直備受攻擊。在回應(yīng)一名股東提議讓他撤出在中石油的投資時(shí)，巴菲特堅(jiān)持自己的立場(chǎng)說，沒有證據(jù)表明中石油在蘇丹有業(yè)務(wù)經(jīng)營(yíng)。但2007年年底，他出售了所持的大部分中石油股票。他表示出售持股的原因是投資獲利，而非受蘇丹指控事件的影響。

In 2008, a Berkshire subsidiary invested $230 million in Chinese battery maker BYD Co. (1211.HK), saying the move reflected the emergence of Chinese companies as important technology research and development centers. According to MarketBeat, this investment was worth $2 billion in February.
2008年，伯克希爾哈撒韋公司的一個(gè)子公司向中國(guó)電池制造商比亞迪股份有限公司(BYD C0.)投資2.3億美元，說該舉動(dòng)反映出中國(guó)公司作為技術(shù)研發(fā)中心的重要性開始浮現(xiàn)。據(jù)市場(chǎng)脈動(dòng)(MarketBeat)報(bào)道，至今年2月份，這項(xiàng)投資的價(jià)值已達(dá)約20億美元。

In contrast, Berkshire has no direct investment in India, partly because of limitations on foreign investments in the country. At Berkshire's annual shareholder meeting Saturday, Buffett's partner Charlie Munger said that China will grow faster because the Chinese government can get more done, while in India the government has created 'paralysis,' according to people present at the meeting.
與此形成鮮明對(duì)比的是，伯克希爾哈撒韋公司在印度并未有任何直接投資，部分原因是該國(guó)對(duì)外國(guó)投資有種種限制。據(jù)出席上周六伯克希爾哈撒韋公司年度股東大會(huì)的人士說，巴菲特的合作伙伴芒格(Charlie Munger)在大會(huì)上說，中國(guó)經(jīng)濟(jì)增長(zhǎng)會(huì)更快，因中國(guó)政府會(huì)有更多作為，而印度政府已導(dǎo)致了停頓。

Buffett added, however, that he admired the democracy that has led to the paralysis. And it's no secret that he is a fan of his Indian-born lieutenant Ajit Jain, who heads some of Berkshire's reinsurance businesses and who Buffett has said 'cannot be replaced.'
但巴菲特卻說，他欽佩印度這個(gè)導(dǎo)致經(jīng)濟(jì)停頓的民主制國(guó)家。他的助手，伯克希爾哈撒韋再保險(xiǎn)業(yè)務(wù)的掌門人阿吉特•杰安(Ajit Jain)正是在印度出生的，他對(duì)杰安非常喜歡，并稱他無可替代，這已不是個(gè)秘密。

Many believe that Buffett's visit to India next year could result in some investments. 'Their first (investment) in India may not be an insurance company (the main business of Berkshire),' says Mohnish Prabrai, a money manager in California who considers Buffett a guru.
許多人相信巴菲特明年訪問印度可能會(huì)做些投資。加州基金經(jīng)理Mohnish Prabrai視巴菲特為導(dǎo)師，他說，巴菲特公司在印度的第一筆投資可能不是保險(xiǎn)業(yè)，盡管保險(xiǎn)是伯克希爾哈撒韋公司的主營(yíng)業(yè)務(wù)。

One thing is clear: Indians and Chinese both know the value of Buffett's time. In 2007, Indian-born Pabrai bid $650,000 during a charity auction to have lunch with the investor. The next year, a hedge-fund manager from Hong Kong, Zhao Danyang paid $2.1 million for the privilege.
有一點(diǎn)是很清楚的：不論印度人還是中國(guó)人都明白巴菲特的時(shí)間寶貴。2007年，出生于印度的Pabrai在一項(xiàng)慈善拍賣中出價(jià)65萬美元得到了與巴菲特共進(jìn)午餐的機(jī)會(huì)。第二年，香港對(duì)沖基金經(jīng)理趙丹陽為得到這樣一個(gè)機(jī)會(huì)出價(jià)210萬美元。

That record has yet to be broken. Any takers from India?
該項(xiàng)記錄尚未打破。會(huì)有印度人來破這項(xiàng)記錄嗎？