觀點全球經濟

Market optimism about convergence in the global economy is overdone
市場對全球經濟趨同過於樂觀

Governments and central banks in the west, China and Japan still face a bumpy road ahead
穆罕默德•伊爾艾朗:趨同的跡象越來越多,但我們必須做好前路顛簸的準備,因爲西方、中國和日本的政府和央行都面臨著挑戰。

The writer is president of Queens’ College, Cambridge, and an adviser to Allianz and GramercyThe first half of 2023 witnessed striking economic and financial dispersion, both within countries and across them. With some of this dispersion reversed in July, there is a growing tendency to forecast convergence in the period ahead, and the favourable set of outcomes that would come with that, from better growth and inflation results to rewarding investment performance. Yet, doing so now would be premature and unwise.

本文作者是劍橋大學王后學院(Queens' College, Cambridge)院長,安聯(Allianz)和Gramercy顧問

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