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厘清全球经济再平衡与全球投资组合之间的关系,使全球经济重归平衡至关重要。传统的新兴市场与发达经济体分割开来的二分法已不合适宜,投资组合全球性调整有助于恢复再平衡。
Clarifying the relationship between the rebalancing of the global economy and the global investment portfolio, the rebalancing of the global economy is crucial. The dichotomy that separates traditional emerging markets from those of developed economies is not appropriate and the global adjustment of the portfolio helps to regain rebalance.