中銀證券管濤:人行仍有降準降息空間
中銀證券全球首席經濟學家管濤表示,近年來人民幣匯率雙向波動的彈性增加,市場對於人民幣匯率漲跌的適應性、承受力明顯提高,相信如果未來穩增長確有需要,人民銀行仍有降準降息的操作空間。
管濤指,美國聯儲局將加快貨幣政策緊縮步伐,而人民銀行爲穩增長需要將跨週期與逆週期調節措施結合,因此中美貨幣政策將分化。管濤認爲,當前基礎國際收支順差規模較大,人民幣匯率存在偏離經濟基本面的調整需求的情況下,聯儲局加快退出量化寬鬆步伐所產生的外資流入減少、貿易順差縮小等結果,將在一定程度上有利於維持人民幣匯率的穩定。
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