2010年2月,全球经济仍保持复苏走势,但是复苏的不均衡性越发明显。由希腊和南欧国家引发的主权风险问题愈演愈烈,成为近期市场关注的中心问题。危机之时各国政府大把撒钱,现在则面临如何收场的严峻考验。虽然主权风险在3月初有所缓和,但我们认为这不会是一个短期事件,一直到明年都可能是市场的关注焦点,从而给金融市场带来持续的波动。 In February 2010, the global economy still maintained a recovery trend, but the imbalance of recovery became more and more obvious. The issue of sovereign risk triggered by Greece and southern European countries is intensifying and has become a central issue concerned by the market in the near future. At the time of the crisis, the governments of various countries dumped their money. Now they are facing the severe test of how to end the crisis. Although the sovereign risk eased in early March, we do not think this will be a short-term event and may be the focus of the market until next year, bringing sustained volatility to the financial markets.