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渣打韋浩思:中國重新開放於次季漸見成效 香港繼續扮演重要角色
第16屆亞洲金融論壇揭幕,渣打集團(02888.HK)主席韋浩思出席論壇研討會時表示,去年環球經濟面對較複雜形勢,主要繼續受到地緣政治及疫情等影響,並要應對通脹升溫,預期今年相關因素仍然存在,同時要關注各經濟體增長減慢的情況。 他預期,美國經濟的技術性衰退或在短期出現改善,下半年有望見起色,而另一邊視中國自去年底放寬防疫政策,實施重新開放的方針,預期將於今年第二季漸見成效,至下半年全球都可因此受惠,當中香港將繼續扮演聯繫中國及全球的重要角色,重拾增長動力。 匯控(00005.HK)主席杜嘉祺補充,大灣區預期將率先受惠於中國的重新開放,對第二季之後市場需求回升抱有期待,加上中產居民存款增長,預期未來亞洲對全球增長貢獻將提升;另外預期美國衰退幅度會較歐洲低,未預見會出現硬著陸。 農業銀行(01288.HK)董事長谷澍亦預期中國本地需求於第二季將加快回升,雖然疫情下投資、供應鏈及通脹等問題仍未完全解決,但相信數字化轉型趨勢及科技創新,可應對各國正面臨的人口老化問題。
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