IMF点出掣肘 亚洲经济增长的两大因素:利率上行与美元走强
Zhi Tong Cai Jing·2025-10-24 04:19

Group 1 - The IMF warns that a strong dollar and rising long-term interest rates could challenge the resilience of Asian countries in responding to US tariffs [1][2] - A sustained strong dollar or a significant rise in long-term US Treasury yields may increase the overall debt costs for Asian markets [1][2] - Low interest rates and a weak dollar have helped Asian markets withstand the impact of US tariffs this year [1][2] Group 2 - The IMF projects that the Asian economy will grow by 4.5% in 2025, slightly down from 4.6% last year, but up by 0.6 percentage points from its April forecast due to strong export growth [2] - The IMF warns that the risks to Asian economic growth are skewed to the downside, with a further slowdown expected to 4.1% in 2026 [3] - Many Asian countries may need to pursue further monetary easing to bring inflation back to target ranges and ensure inflation expectations remain anchored [3]