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开放创新的亚洲繁荣发展的世界
Deloitte·2025-01-10 08:05

Investment Rating - The report maintains an optimistic outlook for the Asian economy, predicting growth acceleration in 2018 despite previous concerns about a slowdown [12][16]. Core Insights - The report emphasizes that domestic conditions in major Asian economies, such as China and India, are increasingly favorable for economic growth due to structural reforms and stability [12][20]. - Infrastructure spending is highlighted as a key driver for both short-term economic activity and long-term productivity growth across the region [25][31]. - The ongoing global demand recovery is expected to provide significant momentum for trade-driven economies in Asia, benefiting exports [32][46]. Summary by Sections Domestic Conditions - Many Asian economies are experiencing a rebound in domestic demand, with internal trade being a major driver of export growth [13][20]. - Structural reforms in countries like India and China are yielding positive results, enhancing the overall business environment [20][21]. Infrastructure Investment - Governments across Asia are committing substantial funds to infrastructure projects, particularly in transportation, which will stimulate economic activity [25][34]. - China's Belt and Road Initiative is a significant infrastructure project aimed at improving trade links between Asia and Europe, with several agreements already signed [25][73]. Global Demand Recovery - The global economy is showing signs of recovery, with over 75% of economies experiencing growth, which is expected to accelerate [32][33]. - The report notes that the revival of global trade is benefiting Asian manufacturers, with increased demand for exports [46][47].