Talk of a twin-track recovery – sluggish in the west, rapid in the east – is becoming a cliché. But it is a reality nonetheless. While the Fed's “extended period” rumbles on, yesterday's semi-annual currency review at the Monetary Authority of Singapore confirmed that some Asian central banks have begun to shift decisively from stimulating growth to fighting inflation.
「雙軌復甦」(西方復甦乏力,而東方復甦迅速)的說法,正成爲一種陳詞濫調。儘管如此,它所說的畢竟是事實。就在美聯準(Fed)還在唸叨(復甦可能需要)「較長一段時間」的時候,新加坡金融管理局(MAS)昨日發佈的半年度貨幣政策評估報告表明,一些亞洲央行已開始果斷地從刺激成長轉向對抗通膨。
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