贸易再平衡

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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
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]
特朗普为何让步?美媒:幕僚警告他“对华关税再不降,基本盘要崩”
Guan Cha Zhe Wang· 2025-05-15 01:37
【文/观察者网 陈思佳】5月10日至11日,中美经贸高层会谈在瑞士日内瓦举行,双方同意在90天内暂停 关税措施,将税率下调115%。市场对会谈取得实质性进展表示欢迎,分析师普遍预测,美国进口商将 抓住机会订购更多商品,贸易回暖将带动航运需求激增。 "政治和经济压力迫使特朗普让步。"美国《华盛顿邮报》5月14日援引知情人士的消息,披露了白宫官 员劝说美国总统特朗普的"幕后细节"。知情人士称,特朗普最初不愿意降低对华关税,但他的"基本 盘"蓝领工人的不满情绪与日俱增,大型企业和政治盟友也对关税政策表达了不满。特朗普的幕僚向他 发出警告,如果再不降低关税,他可能失去选民支持,这促使特朗普改变了立场。 报道称,特朗普一直认为,美国需要承受"短期的经济痛苦"才能实现"贸易再平衡",他相信美国有能力 在关税战中"坚持到底"。但到4月底,包括码头工人、卡车司机在内,越来越多的美国工人抱怨说,关 税成本和中美贸易中断正在损害他们的利益。 这些蓝领工人被特朗普视为政治方面的"基本盘"。两名知情人士透露,随着蓝领工人的不满情绪与日俱 增,白宫幕僚长苏西·威尔斯、财政部长斯科特·贝森特和其他幕僚纷纷向特朗普发出警告,如果美国再 不 ...