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《大行報告》高盛:內地客戶對短期政策寬鬆和結構性改革出臺預期較低
阿思達克 07-06 15:51
高盛發表報告表示,內地第二季經濟按季增速顯着放緩,市場參與者憧憬當局將宣佈更多政策寬鬆措施以支持經濟增長,該行近日與北京的境內客戶進行了交談,客戶包括保險公司的資產管理公司、互惠基金及私募股權基金。 該行指內地客戶對短期政策寬鬆和結構性改革預期較低,雖然本地客戶一致認爲,與第二季度相比,短期內整體政策立場將變得更具支持性,但客戶將這些額外的寬鬆措施視爲減少經濟增長阻力的「政策投放」,而不是帶來強勁增長的措施。當地客戶預計不會出現重大政策寬鬆措施或結構性改革。
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