Group 1 - The core viewpoint is that the future international monetary system will become more diverse and inclusive, influenced by current trade and investment dynamics, particularly tariff issues [3][4][6] - The first key point is the rebalancing of cost-effectiveness in trade and investment, with emerging markets in the "Global South" becoming more attractive due to lower costs and tariffs [3][4] - The second key point highlights that global trade rebalancing will lead to profound adjustments in the internal economic structures of major economies, with historical evidence suggesting that internal economic balance is crucial for resolving trade imbalances [4][5] Group 2 - The third key point discusses how monetary rebalancing will guide the world monetary system towards greater diversity and inclusiveness, addressing issues like the dominance of the US dollar and the "Triffin dilemma" [4][5] - More currencies are expected to join the international monetary system, with increased use of emerging market currencies for trade and investment [5] - There will be a greater emphasis on digital currencies, particularly for cross-border trade and investment, and a potential enhancement of the Special Drawing Rights (SDR) function by the International Monetary Fund [5][6] Group 3 - China's cross-border investment has seen rapid growth, with private enterprises being the main force behind foreign investments, demonstrating resilience and adaptability in changing global conditions [7][8] - From 2014 to 2024, China's direct investment stock is projected to exceed $3 trillion, significantly higher than the previous two decades combined [8] - Chinese enterprises are increasingly engaging in global supply chain construction and are transitioning from labor-intensive industries to advanced technology sectors, aiming to become global multinational corporations [8][9]
进出口银行原董事长胡晓炼:我国跨境投资逆势增长,民企是主力军
Sou Hu Cai Jing·2025-05-17 13:12