中国的经济反弹救不了中国 I 日经亚洲

  • 在服务业复苏和对开发商的金融监管放松的推动下,中国经济预计将在2023年出现反弹。

  • 中国经济增长反弹对周边经济体和更远地区的影响将是不均衡的,支持一些经济体的增长,但使其他地区的复苏变得复杂。

  • 对经济活动的提升主要是在国内,家庭会在服务上大手笔,减少电子产品和汽车等物品的购买。

  • 中国游客出国旅游对经济的影响将是不平衡的,对泰国和香港等国家有利,但对日本和韩国等国家的影响有限。

  • 中国的加速增长将不可避免地提高原材料的价格,这对印度尼西亚和澳大利亚等商品出口国来说是个好消息,但对印度等主要进口能源等商品的国家来说,将进一步削弱购买力。

  • 中国的反弹不能完全抵消其他地区增长放缓的拖累。

  • China’s economy is expected to rebound in 2023, driven by a reviving services sector and loosened financial reins on developers.

  • The impact of China’s growth rebound on neighboring economies and those further afield is going to be uneven, supporting growth for some economies but complicating recovery elsewhere.

  • The lift to economic activity will be largely domestic, with households splurging on services and cutting back on items such as electronics and cars.

  • The economic impact of Chinese tourists travelling overseas will be uneven, benefiting countries like Thailand and Hong Kong but having only a limited impact on countries like Japan and South Korea.

  • Accelerating growth in China will inevitably bolster prices for raw materials, which will be welcome news for commodity exporters like Indonesia and Australia but will further sap purchasing power for countries that largely import commodities like energy, such as India.

  • China’s rebound cannot fully offset the drag from faltering growth elsewhere.

链接:China's rebound will not be universal cure for growth malaise - Nikkei Asia