中國盯上“投機(jī)者”索羅斯

《人民日報(bào)》海外版刊發(fā)文章稱:“索羅斯對人民幣和港元的挑戰(zhàn)不可能成功——對此無須懷疑,?!?/p> 中國官方媒體之所以如此警告索羅斯,是因?yàn)樗涨邦A(yù)測稱中國經(jīng)濟(jì)面臨資本外逃,、傳統(tǒng)產(chǎn)業(yè)衰退,、債務(wù)仍居高不下等問題,未來會(huì)面臨更多困難,。 索羅斯以1992年做空英鎊聞名,,當(dāng)年他擊潰支持本幣的英國央行斬獲了10億美元。雖然自此之后,,索羅斯的投資戰(zhàn)績遠(yuǎn)稱不上完美無缺,,但他做空英鎊之舉,無疑向所有央行發(fā)出了警告:如果本幣匯率實(shí)際上已疲弱,,不要試圖維持其強(qiáng)勢地位,。 不過,索羅斯從未宣布在做空人民幣和港元,。 在瑞士達(dá)沃斯的世界經(jīng)濟(jì)論壇期間,,索羅斯沒怎么提具體投資策略,只是表示在做空美股和亞洲貨幣,。 中國如此激動(dòng)是有原因的。除了索羅斯的空頭背景,,人民幣對美元匯率2015年一直走弱,,自去年夏季以來累計(jì)下跌6%,導(dǎo)致中國資本外流,。據(jù)估計(jì),,中國2015年全年資本外流規(guī)模可能達(dá)到1萬億美元。 中國央行已經(jīng)承諾要保持人民幣匯率穩(wěn)定,,人民幣離岸匯率隨即跳漲,。這或許正是受中國央行入市購匯所致。 即便無需對戰(zhàn)索羅斯,,中國的技術(shù)專家型高官也有許多經(jīng)濟(jì)問題要處理,。1月27日,中國股市又大跌6%,,創(chuàng)14個(gè)月新低,。然而,中國對付“投機(jī)者”也許會(huì)招來更多態(tài)度更積極,、財(cái)力更雄厚的投機(jī)者,。(財(cái)富中文網(wǎng)) 譯者:Pessy 校對:夏林 |
China’s state press is warning George Soros not to bet against its currency after the hedge fund star-turned philanthropist predicted a “hard landing” for its economy last week. “Soros’ challenge against the renminbi and Hong Kong dollar is unlikely to succeed, there is no doubt about that,” the overseas edition of People’s Daily, the Communist Party’s main mouthpiece, saidTuesday. The admonition came after Soros predicted more trouble for the Chinese economy, which is hampered by capital outflows, old industries in recession, and still-mounting debt. Soros is known for his 1992 bet against the pound and famously breaking the Bank of England, earning $1 billion in the process. His investment record since then is far from perfect, but that 1992 bet sterling has been a warning to all central banks ever since against trying to defend unrealistically strong exchange rates. But Soros never said he was betting against the renminbi or Hong Kong dollar. At the World Economic Forum in Davos, Soros was light on specifics, only saying he was betting against U.S. stocks and Asian currencies. China has reason to be defensive. In addition to Soros’ history, the renminbi has weakened against the U.S. dollar over the past year—six percent since the summer—driving capital outflows, which according to estimates may have reached $1 trillion last year. The country’s central bank has promised to keep the currency stable. And today, the yuan jumped higher in offshore trading, probably because of central bank purchases. China’s technocrats have plenty of economic problems to deal with, even if they don’t have to battle Soros. The local stock market fell another 6% to a new 14-month low. But in lashing out at ‘speculators’, China may ultimately invite more aggressive and better-funded bets against their policy. |