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流动性退潮暴露亚洲市场弱点

关键词:流动性

金融危机后,亚洲充斥着全球央行提供的流动性。所有领域都水涨船高。如今随着美联储即将开始缩减购债规模,流动性的潮水正在回退,亚洲的弱点也随之暴露。

问题最大的是印尼和印度,这两个国家有着亚洲地区最高的经常项目赤字,也就是说这两国总的来说通过贸易、投资和现金转移从海外获得的资金少于它们支付的资金。

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