If there are winners from the financial crisis, many of them are, by common consent, in Asia. With the US economy punctured by Wall Street, China is widely perceived to be the global top dog designate. On this view, not only has the geopolitical balance shifted east but portfolio flows will follow suit. Welcome to the new investment reality.
人們普遍認為,如果說金融危機中存在贏家,那么其中許多都在亞洲。由于華爾街已經(jīng)挫傷了美國經(jīng)濟,因此中國被廣泛視為未來的全球第一。根據(jù)這一觀點,不僅地緣政治平衡的重心已經(jīng)東移,投資組合資金流也將隨之轉(zhuǎn)移。這就是新的投資現(xiàn)實。
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