Vision 2017 global economic Outlook and investment opportunities, Bo Chen Zujie, Asian sovereign policy analyst (Anthony Chan) that central banks around the world use traditional monetary policy has reached the limit, it is possible to consider non-traditional policy, such as helicopter money and fiscal policies will also join the ranks of stimulating the economy. At the regional level, United States monetary policy is tightening; the eurozone, Japan and the United Kingdom will remain loose. Fiscal stimulus strength will be further strengthened next year, particularly in Japan the most.
Overall, these possibilities of policy tightening in the near future is not high, so is good news for risk assets. United States emerging market prospects after the election, Chen Zujie pointed out that emerging markets face tight dollar liquidity, as well as the pressure of global policy uncertainties. Overall, Mexico, and Malaysia, and South Africa and Turkey and other countries will be affected by the relatively high and vice versa, most Asian economies are in good condition.
In addition, 2013 and now emerging markets are not the same, such as better overall economic adjustment, trading conditions have also improved in some countries. Asia's two biggest economies, China and India, said Chen Zujie, China's future economic growth will be determined by a lot of policy and public sector investment support.
The housing market may be in 2017, a correction; debt crisis risks not apparent, in addition, the transparency of China's foreign exchange management has also been improved. India, deflationary environment will provide more room to cut interest rates and bond prices in the future. Recently abolished policy of 500 and 1000 rupee note, Chen Zujie believes that this will make India GDP up to 20%-40% of the informal economy to the formal economy, represent the future of the tax base and better financial prospects. Meanwhile, India surge in bank deposits funds into local bonds.
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