我国经济当前正处在一个重要关口,驾驭经济——投资、消费和出口的这3驾马车,如何使力,很有讲究。 这几年,为应对亚洲金融危机和世界经济低迷的影响,我国坚持扩大内需的方针,实施积极的财政政策和稳健的货币政策,固定资产投资增速逐年回升,居民消费价格指数摆脱了延续14个月的负增长,投资有力拉动了经济,创造了就业,成了一马当先。 但自去年下半年始,一些行业和地区投资过热,居民消费价格指数迅速上扬。就在人们争论是热是冷时,政府还是果断做出了控制部分投资过热的决策,目前投资发展居高不下,进一步表明遏制投资增长必须下猛药。 对此,瑞士信贷第一波士顿银行 At present, China’s economy is currently at an important juncture. How to make the most of these three drivers who control the economy-investment, consumption and exports? In recent years, in response to the impact of the Asian financial crisis and the world economic downturn, China has adhered to the principle of expanding domestic demand, implemented a proactive fiscal policy and a prudent monetary policy. The growth rate of investment in fixed assets has been picking up year by year, and the consumer price index has continued to rise 14 Months of negative growth, investment has stimulated the economy and created employment, has become the first priority. However, since the second half of last year, the investment in some industries and regions has overheated, and the consumer price index has risen rapidly. At a time when people are debating whether the heat is cold or not, the government has decisively made the decision to control overheated investment. At present, the high level of investment and development has further shown that it is imperative to curb the growth of investment. In this regard, Credit Suisse First Boston Bank