观点亚洲

EMERGING ASIA MUST HEED THE RISKS OF BUBBLES
亚洲须当心资产泡沫


汇丰亚洲高级manbetx20客户端下载 学家纽曼:亚洲资产市场流动性充裕,有生成泡沫的风险。假如继续追随美联储实行低利率,将会吹大泡沫。

It became, for a while, a bit of a dirty word. But “decoupling” is in vogue again. The emerging world, and foremost Asia, has bounced back far more sharply from economic calamity than many developed economies. Fundamentals are now in better shape in these economies than ever before: fiscal balances are far healthier than in the west, while banking systems, stuffed with liquidity, appear ready to fuel another round of solid expansion.

“脱钩”学说一度被认为是胡扯,但如今再度流行起来。新兴国家(主要是亚洲国家)从manbetx20客户端下载 危机中反弹的势头远比许多发达manbetx20客户端下载 体迅猛。这些manbetx20客户端下载 体如今的基本面更胜往昔:它们的财政状况远比西方国家健康;它们流动性充沛的银行体系,似乎正准备推动manbetx20客户端下载 展开新一轮强劲扩张。

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