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黄金作为避险资产存在较大交易机会无论从哪一个角度来看,2017年的全球政经格局都会呈现拐点,历史的拐点。贸易壁垒上升;货币宽松政策变化;新兴国家增长速度放缓。信用债违约和资本外流压力是中国面临的主要风险。伴随着供给侧结构性改革带来的落后产能淘汰,煤炭、钢铁以及部分房地产企业的信用债违约风险有所上升。2017年仍然是债务问题的消化期。数据显示,2017年到期的信用债总额为3.31万亿元(不包括2017年将发行的短融)。除了基础设
Gold as a safe-haven asset there is a big trading opportunity No matter from what point of view, the pattern of global politics in 2017 will show inflection point, turning point in history. Rising trade barriers, changes in monetary easing, and slower growth in emerging countries. Credit debt defaults and pressure on capital outflows are major risks facing China. With the elimination of backward production capacity brought by the supply-side structural reforms, the risk of credit defaults in coal, steel and some real estate enterprises has risen. 2017 remains the digestive period of debt problems. Data show that the total amount of credit debt due 2017 is 3.31 trillion yuan (excluding short-to-be-issued financial products to be issued in 2017). In addition to infrastructure