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巴曙松:不可忽視人民幣在國際資產增長空間
阿思達克 10-27 14:18
港交所(00388.HK)董事總經理、首席中國經濟學家巴曙松表示,人民幣GDP實體經濟佔全球比重18%以上,但在國際支付及交易佔比只是2%,當中差距就是香港作為中國國際金融中心的機會,不可忽視人民幣在國際資產中巨大增長空間。 他指,香港角色應推動人民幣在投資及貿易等領域更廣泛應用,協助內地未能自由兌換的資本項目實現兌換,例如透過「新股通」實現跨境新股發行、或透過「利率互換通」擴大衍生品交易等;互聯互通等機制有助內地投資者以較低成本配置資產,但由於資金閉環的限制,內地保留資本管制,資金需要原路返回,只能作有限度的資產配置,對人民幣國際化幫助有限。 他又表示,目前國際貨幣體系正探索由美元主導,轉向多極化的可能性。而美元作為非常重要的國際貨幣,外匯儲備及國際結算的佔比遙遙領先,港元與美元掛鉤,屬廣義美元貨幣區的重要組成部分,但從趨勢來看,這種結構存在風險及不合理性。(ca/u) ~
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