財富管理

Investors walk back from the edge on China, but big risks remain
國際投資者重新看好中國經濟


奧瑟茲:在多數投資者看來,中國經濟仍將繼續成長。但中國能否跨過「中等收入陷阱」,仍是個懸而未決的問題。

The terracotta army of China bulls is back. It is more than a year since the Chinese economy started to show a sharp turnround. At that point, investors were braced for an economic “hard landing” and a currency devaluation. The turnround since then had its most direct effect on the stocks of the western companies most exposed to China for their revenues, and on the prices of commodities that China buys.

看好中國的「兵馬俑」又回來了。中國經濟出現急劇好轉跡象已有一年多時間。當時投資者正準備迎接經濟「硬著陸」和貨幣貶值。自那以來中國經濟明顯好轉,受影響最直接的是收入最依賴中國市場的西方公司的股票,以及中國購買的大宗商品的價格。

您已閱讀7%(518字),剩餘93%(6608字)包含更多重要資訊,訂閱以繼續探索完整內容,並享受更多專屬服務。
版權聲明:本文版權歸FT中文網所有,未經允許任何單位或個人不得轉載,複製或以任何其他方式使用本文全部或部分,侵權必究。
設置字型大小×
最小
較小
默認
較大
最大
分享×