十八届三中全会后,中国的新领导人有意愿推动经济的重新平衡,这显然有利于中国的长期发展,但可能造成一些短期的波动2014年伊始,新兴市场迎来了恐慌。阿根廷比索贬值超过20%,但发展中世界的其它货币同样也大幅下跌。在这些国家,股市也在下跌,许多市场跌幅超过10%。今年年初时,我曾担心出现抛售,因为我认为投资情绪过于乐观了。 After the Third Plenary Session of the 18th CPC Central Committee, the new Chinese leaders are willing to promote the rebalancing of the economy. This obviously helps the long-term development of China, but may cause some short-term fluctuations. From the beginning of 2014, the emerging markets ushered in a panic. Argentine peso devalued by more than 20%, but other currencies in the developing world also fell sharply. In these countries, the stock market is also falling, with many markets losing more than 10%. Earlier this year, I was worried about a sell-off because I think the investment mood is too optimistic.