渣打刘洁:料特朗普政策明朗后 中国才会重新审视外汇政策

阿斯达克财经
09 Jan

人行下周三(15日)在港发行600亿元人民币央票,渣打中国宏观策略部主管刘洁表示,该规模为史上最大,几乎是之前最大单笔离岸人民银行票据发行规模的两倍,符合市场预期,并显示出坚定的立场,维持人民币在当前水平附近。
刘洁认为,由于目前距离美国总统当选人特朗普的就职典礼只有七个交易日,且对其政策的不确定性较高,该行研究显示特朗普将中国商品关税提高至60%几乎是不可能,因该水平甚至高于俄罗斯、古巴、白罗斯及北韩的关税。至于中国当局在可见将来将保持人民币政策不变,或将于特朗普的政策明朗后,才会重新审视外汇政策。

此外,刘洁料离岸人民币流动性条件在特朗普就职后甚至在农历新年后(至2月初)可能持续紧张,另预期未来美元兑人民币汇率将被限制在7.35以下,当美国政策变得更为清晰时,内地可能重新考虑外汇立场,从而决定是否允许汇率定价超过7.2水平。(jl/da)

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