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財經地產- 陶冬對內地經濟悲觀 @ 2014-04-25T07: Back Hot News
Keyword:陶冬 經濟 內地
Concept:800億元人民幣流動性 , 內地貨幣政策維持偏緊中期
瑞信董事總經理兼亞洲區首席經濟分析師陶冬表示,對內地短期及中期經濟走勢感到悲觀,因為內地的信貸周期正由盛轉衰,令流動性收縮,信用風險無可避免增加。他料內地經濟增長在可見將來或保持約7%的水平。
陶冬表示,中國內地的信貸周期正由盛轉衰,降低了流動性,增加了信用風險,今年內地會有3.5萬億元人民幣地方債到期,信托基金到期的也達到2.3萬億元人民幣,還債的高峰期將會來臨;這些款項都是借給有較大違約風險的基建項目,是內地信貸風險的源頭所在,他對內地短期和中期的經濟感到悲觀。

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