歐冠昇:內地股票和債券市場十年後規模逾百萬億美元 本港可在金融領域發揮獨特作用
港交所(00388.HK)行政總裁歐冠昇於網誌撰文指出,中國經濟的高速增長和金融領域的重大改革是中國金融大發展的主要推動力,這將是未來的大趨勢。作為一大國際金融中心,香港可以在促進經濟發展、提升互聯互通、推動跨境資本加速流動和創新方面發揮巨大作用,從而推動一個巨變的發生,這一巨變將深遠地重塑全球市場,並為所有人創造機會。
展望未來十年,他相信內地資本市場的廣度和深度都將持續快速增長,內地股票和債券市場的規模十年後將超過100萬億美元。
他補充,隨著經濟不斷發展,愈來愈多中國家庭將開始把部分儲蓄(總規模可能高達50萬億美元)「搬家」到資本市場投資金融產品,而深化改革將推動內地資本市場的進一步開放和人民幣國際化進程的提速,從而加速通過香港進出中國市場的跨境資本流動。
作為連接內地與國際市場的橋樑,他指香港擁有獨特的優勢,可以在中國金融大發展中發揮獨特的作用。香港國際化的市場機制可以為金融產品創新和人民幣國際化提供完美的試驗田。
為滿足不斷增長的市場需求,他稱港交所近期推出一系列創新與改革措施,例如推出MSCI中國A50互聯互通指數期貨、不斷擴大滬深港通投資標的,以及引入新的SPAC上市機制。種種跡象表明,儘管國際地緣政治局勢複雜,全球資本市場之間並沒有「脫鉤」,恰恰相反,它們相互依存度愈來愈高,跨市場投資的需求也比以往更加旺盛。
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