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从现在开始,投资者需要对中国的政策、金融及公司收益风险做好准备[]美国经济减速愈早愈好亚洲股票市场迎面吹来两股逆风:首先,全球经济正从同步复苏转向同步紧缩;此外,中国正在冷却过热的投资。全球性紧缩政策对市场影响的严重程度将取决于美国经济放缓的速度。我们认为,无论?
From now on, investors need to be prepared for the risks of China’s policy, finance and corporate earnings. The sooner the U.S. economy slows down, the two are facing headwinds in the Asian stock market. First, the global economy is shifting from a synchronized recovery to a simultaneous contraction In addition, China is cooling overheated investment. The severity of the market impact of the global tightening will depend on the rate of economic slowdown in the United States. We think, no matter?