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台灣大選的關鍵因素不在經濟,而在兩岸議題
雖然經濟因素在選舉中常是關鍵角色,但在2024台灣大選發揮的作用,並不如想像中的大。無可迴避的關鍵問題,仍在兩岸關係。
香港2024經濟前景:曲折和挑戰重重
2023年香港經濟經歷了周期性回升,但新冠疫情帶來的經濟創傷和外部環境帶來的阻力將繼續挑戰2024年的經濟前景。
中國經濟面臨結構性放緩,亞洲其他經濟體韌性較強
亞洲新興經濟體的崛起將有助於緩和中國的結構性放緩。
中國資本流動情況及影響一覽
中國的淨資本流動和外匯結算表明人民幣將繼續走弱。
中國結構性放緩背後的深層原因有哪些?
中國經濟的快速放緩是結構性因素導致的,不能完全用疫情衝擊來解釋。這是中國的發展模式所帶來的固有問題,因此能夠緩解這種結構性減速的政策極難實施。
Commentary items
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China-India relations and their impact on Europe
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The COVID–19 pandemic and China’s economic slowdown
Any convergence with the U.S. economy will not continue for long.
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