2020年全球宏观经济及投资回顾与2021年展望
文章摘要:2020年新冠肺炎疫情严重影响了全球经济运行,生产停顿、消费萎缩,失业激增。全球贸易大幅萎缩,国际产业链有所调整,2020年全球经济将下滑4%~4。5%。展望2021年,疫苗供应不平衡将使发达国家率先走出疫情,而发展中国家疫情很可能延续至2022年。金融风险累积和全球经济艰难复苏,导致2021年宽松政策难以较快退出,部分国家到2022年经济规模才能恢复至2019年水平。在资产配置方面,2020年疫情导致全球货币大水漫灌,资产泡沫再起,2021年大类资产走势将进一步分化,发达... 展开
Abstract:In 2020,COVID-19 epidemic has seriously affected the operation of the global economy,with production stoppage,consumption shrinking and unemployment surging. Global trade has shrunk sharply and the international industrial chain has been adjusted. We expect the global economy to decline by about 4% in 2020. Looking forward to 2021,the imbalance of vaccine distribution and vaccine supply will lead developed countries out of the epi... 展开