高盛看好中國國債 料人民幣升值空間不大
高盛看好一年期中國國債,因人行可能會透過減息以及降低存款準備金率來進一步放寬政策,以支持經濟增長,不過認為中國可能需要採取更協調一致的政策來真正改善投資者對內地資產的信心。
不過高盛認為,今年人民幣升值空間有限,因為以內地經濟前景而言,人民幣非常強勢可能不符合中國自身的經濟利益,預計政策制定者不會鼓勵人民幣大幅升值,一旦升值速度非常快,北京更會出手阻止。
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