In January, the markets panicked about a hard landing in China, accompanied by fears of a sudden devaluation of the renminbi that could spread deflationary pressure throughout the rest of the world. In the event none of that happened, and the markets rallied sharply. Why did China-related risks suddenly dissipate, and might they return?
今年1月,市場擔憂中國經(jīng)濟硬著陸,同時擔心人民幣突然貶值,使通縮壓力蔓延到全球所有其他地方。結(jié)果這些都沒有發(fā)生,全球市場急劇上漲。為何與中國相關的風險突然消失,它們還會卷土重來嗎?
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