2015年宏观经济形势预测与中国投资机会分析
文章摘要:2014年全球经济处于缓慢复苏态势,发达经济体整体向好,新兴国家经济增速缓中趋稳,世界经济增长呈现两极格局。美国经济整体乐观,消费、投资增速加快,稳健复苏态势基本明确;欧元区摆脱颓势,弱复苏态势开始显现,但复苏根基仍很脆弱;日本改革效果有限,经济增长乏力;新兴国家经济增速整体下降,亮点与风险并存;中国经济步入“换挡期”,下行压力逐渐增大。展望2015年,美国全面退出量化宽松政策,内生增长动力强劲,或将成为全球复苏的主导力量;欧元区乍暖还寒,受... 展开
Abstract:The pace of global growth slowed down in 2014. Although the recovery is uneven,the advanced economies have gained the highest growth rate since 2010. Growth in US picked up in 2014 as private domestic consumption and investment strengthened. The euro zone emerged from recession while the growth of Japan’s economy still kept sluggish. In the emerging markets and developing countries,economic increasing speed declined,coexisting wit... 展开