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我在7个工作日内走访了欧洲的10个城市,拜访了一些机构投资者。我发现欧洲投资者都认为中国经济会有一个相对的软着陆,并且普遍看好亚洲和全球的经济增长。我认为,欧洲投资者们低估了中国经济周期性调整的速度和规模。欧洲对中国的兴趣已经普遍超过了其过去的亚洲专家。许多跨国公司开始现身中国,把这里作为利润增长的主要来源。同时,那些没有直接投资中国的投资者们也在密切关注中国所发生的一切。这种兴趣能否经受住中国经济低迷期的考验,还需拭目以待。在这次走访的10个城市中,我发现欧洲投资者对中国的兴趣超乎寻常。出席我会议的人数是两年前类似会议的三到四倍。当然,我的同事们更努力的推广可能是最重要的因素。但是,在我看来,会议中表现出的对中国强烈的兴趣比1997年更高涨。欧洲人那么激动并不常见。在强
I visited 10 European cities within 7 working days and visited some institutional investors. I find that European investors all agree that China’s economy will have a relatively soft landing and are generally optimistic about the economic growth in Asia and the world. I think European investors have underestimated the pace and scale of the cyclical adjustment in China’s economy. Europe’s interest in China has generally surpassed its past Asian experts. Many multinationals are starting to show up in China as a major source of profit growth. At the same time, investors who are not directly investing in China are also closely watching what is happening in China. Whether this interest can withstand the test of China’s economic downturn needs to be seen. In the 10 cities I visited, I found that European investors have an extraordinary interest in China. The number of people attending my meeting was three to four times that of similar meetings two years ago. Of course, my colleague’s harder promotion may be the most important factor. However, in my opinion, the strong interest shown in the meeting during the meeting was even higher than that in 1997. Europeans are so excited and uncommon. In strong