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经合组织拉响全球增长警报:企业投资“掉档”,特朗普关税添乱
Jin Shi Shu Ju· 2025-08-05 05:56
Group 1 - OECD warns that weak corporate investment threatens global growth, with net investment in member countries dropping from 2.5% of GDP in 2008 to 1.6% in medium-level countries, exacerbated by the pandemic [1][5] - Only two countries, Israel and Portugal, have net investments exceeding pre-financial crisis trend levels, while only six countries, including Canada, Italy, and Australia, have investments above pre-pandemic trends [3][4] - Current average investment levels in OECD countries are 20% lower than expected based on pre-financial crisis trends and 6.7% lower than pre-pandemic levels [5][6] Group 2 - The weak corporate investment is attributed to multiple factors, with widespread policy uncertainty being a key reason, as companies face repeated shocks [6] - The chaotic tariff policies introduced by former President Trump have added hesitation for companies in making large expenditure decisions, leading to declines in investment across all major industries [6][7] - Despite lower capital costs post-financial crisis, companies have not pursued profitable marginal investments, instead opting to increase shareholder dividends, with UK water companies paying £83 billion in dividends, exceeding one-third of their £230 billion infrastructure spending over 30 years [6][7]