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全球视野下的资产配置凸显了中国日益重要的投资价值,而关于中国经济未来发展的走向更是引发了各大外资银行浓厚的兴趣。未来中国经济走势是如摩根士丹利所言将是一个伟大的转折,还是如瑞银集团所谓仍将沿着原有的轨道前行?这需要中国经济未来发展去判定。然而,有一点却是两大外资投行共同的观点,那就是随着刺激国内消费政策的实施,中国国内需求正在逐渐趋于旺盛,未来的投资机会即可能来自于此
The asset allocation in a global perspective highlights the increasingly important investment value of China, and the trend toward the future development of the Chinese economy has also drawn great interest from major foreign banks. As the future of China’s economy is as Morgan Stanley said will be a great turning point, or as UBS Group will still be along the original track? This requires the future development of China’s economy to determine. However, one point is that the two big foreign investment banks share the same view. That is, with the implementation of stimulating domestic consumption policies, domestic demand in China is gradually becoming stronger and prospective investment opportunities may come from this.