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高盛:三中全會中國會明確土地確權內地經濟未來5到10年受益 @ 2013-11-06T15: Back Hot News
Keyword:高盛 經濟
Concept:16年中國經濟 , 高盛料內地明年貨幣政策溫和收緊
高盛料美經濟明年或反彈
匯市方面,美國政府停擺16日損經濟,加上9月非農業職位僅增14.8萬份,為經濟前景增添陰霾。高盛等大行紛紛轉軑,料儲局明年3月至開始退市,債券大王格羅斯更估計儲局2016年前都難以加息。
香港住宅平均租金回報率僅2.8%,與美國10年期國庫券收益率相若,估計美國10年期國庫券收益率明年底將升至4%,市場要求的租金回報率會向上,加上租金下滑,樓價有較大回調幅度,預料發展商於今年底至明年首季減價促銷新盤。另外港府不撤辣招,繼續調控政策,包括高盛、瑞銀等外資大行不看好香港樓市前景。另據美銀美林預測,未來數年內地的經濟增長介乎7%至8%之間,料內地樓價每年上升10%。
難以維持增長升勢。高盛預期明年主要城市因利息上升及貨幣政策的收緊,較難維持今年經濟增

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