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【出版时间及名称】：2009年11月全球货币投资策略报告
【作者】：汇丰银行
【文件格式】：PDF
【页数】：54
【目录或简介】：
A taxing time for currencies
Recent measures from Brazil and Taiwan aiming to curb capital inflows
send a clear signal: EM policymakers are resisting a sustained
reallocation of portfolio capital from the West and the domestic liquidity
and currency implications which go with that. We look across EM to
see which countries may be the next to act.
G20 FX policies – Each to his own
Although the US current account deficit may well continue to shrink,
the dollar is likely to stay under downward pressure. This will put the
FX policies of the ‘interveners’ in G20 under increasing pressure.
ZAR – A diamond in the rough
South Africa appears to be reluctant to face reality. The world is hunting
for real tangible assets. As a result we are seeing the Dutch disease
spread its misery throughout the South African economy. South Africa
will need to readjust to the new world order and intervention to slow the
ZAR’s rise can only buy time.
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