中国三大金融监管机构)上星期二突然联合召开记者会,公布了一系列救市措施,包括降准、降息、下调房地产贷款利率、将房贷首付比率下降至15%。这等于向市场释放1万亿元人民币的流动性。
中国央行行长潘功胜在记者会上还宣布,将推出两项政策工具)来释放流动性并提振股市。这两项政策工具共计会对市场释放8000亿人民币,而且还只是首期。中国股市)、香港股市应声大涨,并带动亚太和欧洲股市上扬。
到了星期四,中共中央政治局)再开会部署经济工作,要求保证必要的财政支出、实施有力度的降息、促进房地产市场止跌回稳。国际投资者为之振奋,著名对冲基金经理 David Tepper公开表示他已全面加仓。
在冠病疫情结束后,中国经济并没有出现预期的报复性反弹,反而面临越来越大的挑战。尽管经济学家一直在呼吁中国政府采取更为有力的救市措施,但当局的行动被形容为“挤牙膏”。这一次,中国政府终于启动了大规模救市的扳机吗?这是否算是大水漫灌?
这期的早报播客《东谈西论)》,听主持人韩咏红)和新加坡华侨银行亚洲地区研究与策略主管谢栋铭解析中国推出的新一轮政策将会对中国经济产生什么影响?
延伸阅读:
杨丹旭:中国央行放大招能否力挽狂澜?) 陈婧:楼市终于要止跌了?)
China has surprised markets with a series of aggressive monetary easing measures aimed at reviving its flagging economy.
The country's central bank announced a cut to the reserve requirement ratio for banks, injecting billions into the financial system. Additionally, lending and mortgage interest rates will be lowered, and further stimulus measures are on the horizon.
This comes after China's post-pandemic recovery fell short of expectations, prompting calls for more decisive government action. The announcements led to significant gains in China's stock market, which also positively impacted the Hong Kong, Asia-Pacific, and European markets.
While some investors are expressing renewed confidence, the long-term impact of these measures remains to be seen.
In this episode of Global Heartbeat podcast, join host Han Yong Hong and guest Tommy Xie, Head of Greater China Research & Strategy at OCBC Bank, as they analyse these developments and discuss whether China has finally pulled the trigger on a large-scale economic rescue plan.
Hosted by Lianhe Zaobao’s Associate Editor, Han Yong Hong, Global Heartbeat is a Mandarin weekly news and current affairs podcast that is updated every Tuesday, 7.00 PM SGT. It is available on zaobao.sg, Apple Podcast, Spotify and other podcast platforms.
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