中国投资发展报告(2024)
书 名: |
中国投资发展报告(2024) |
英 文 名: |
ANNUAL REPORT ON THE DEVELOPMENT OF CHINA’S INVESTMENT (2024)
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作 者: |
中国建银投资有限责任公司投资研究院 |
I S B N: |
978-7-5228-3413-9 |
丛 书 名: |
投资蓝皮书
订阅
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关 键 词: |
金融投资 宏观经济 风险防控 |
出版日期: |
2024-03-01 |
中文摘要
当前世界百年变局加速演进,中国经济恢复呈现“波浪式发展、曲折式前进”的特点,重点领域风险和隐患较多,国内资本市场持续低迷,金融投资市场领域面临很多新的问题和新的课题。本书在回顾和总结2023年经济金融投资走势的基础上,对影响当前国内外宏观经济形势的几个关键性因素及中国金融投资面临的三大风险等问题进行深入研究,并力求提出符合实际的投资策略和风险化解方案,以期为投资者提供更有价值的参考,同时也更好地服务金融投资高质量发展和国家战略。本书分为总报告、投资策略篇和风险防控篇三个部分。
总报告包含两篇报告,分别对当前中国金融投资形势和宏观经济环境进行了分析和展望。本书认为,虽然当前中国经济面临诸多问题和挑战,但是中国经济发展的韧性还在,宏观经济政策工具箱中还有非常充足的工具可用。随着一系列促进经济增长的宏观政策持续显效,中国经济有望延续稳健复苏走势。
投资策略篇分别分析了当前中国的权益类资产、债劵市场和不良资产市场,对以上资产市场2023年的走势进行了回顾和总结,结合当前经济金融形势和宏观政策,对2024年的发展和走势进行了分析和预测。本书认为,随着美联储启动降息,全球流动性将趋于宽松,国内活跃资本市场的一系列政策还将进一步落地实施,投资者完全有理由对中国资本市场保持谨慎乐观,可重点关注科技创新、新兴产业以及并购重组等领域的投资机会。
风险防控是金融投资永恒的主题,当前中国金融投资领域风险隐患较多,是制约和影响中国投资市场健康发展甚至经济高质量发展的关键因素。风险防控篇分别对当前中国金融投资领域中房地产企业风险、地方债务风险和中小金融机构(信托公司)风险进行了深入剖析,分析了风险产生的根源并提出了化解思路。
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总报告
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投资策略篇
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风险防控篇
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