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內地4月M2余額增13.2% @ 2014-05-13T05: Back Hot News
Keyword:預期 人幣 內地上月 億元 月人 人民幣貸款 中國財經 月新增人
Concept:余額116億8800萬元人民幣 , 內地4月人民幣貸款7747億元
內地上月新增人民幣貸款為7747億元(人民幣,下同),較三月份的逾萬億元的水平,有所回落,亦低於市場預期的8000億元。
【中國財經】內地上月住戶存款減少1.23萬億元人幣
對央行來說,打破市場對人幣單向升值預期,形成一個匯率可漲可跌的局面,顯然是明智之舉。但是央行今後要不要令人民幣繼續甚至是大幅貶值,則是一件難以看得透之事。目前中國勞動力價格不斷上升,沿海不少工廠難請到足夠工人,「世界工廠」發展優勢不再,如果人民幣繼續升值,中國制造業和出口業前景更形困難,也會使樓市等泡沫更大。中國過去十年來采取一系列的急功近利政策,如投資四萬億元刺激經濟等措施,所造成大量的後遺症必須付出代價療傷。美國對付○八年金融海嘯的成功經驗,就是任由房市和資本市場泡沫破裂,以發鈔、貶值、低息和增加貨幣流通性來稀釋債務和呆壞賬;日本安倍經濟學亦效法這幾招刺激經濟,取得不錯的成績。因此,促使人民幣繼續貶值,對中國央行無疑是一個選項。

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