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作 者:邓宇
机构地区:[1]交通银行
出 处:《金融市场研究》2019年第5期61-70,共10页Financial Market Research
摘 要:本文将"贸易战"置于国际政治经济秩序的大格局当中,从国际政治格局变迁、中美关系等入手,探讨"贸易战"背景下市场预期的实证和逻辑体系,更加宏观地理解当前的中美关系、市场预期和后续的政策导向。本文认为,借助于"一带一路"的成果和人民币国际化的有利形势,加快对外开放进程和对内改革是唯一的战略选择,也是应对外部冲击的最有力手段。This paper examines the "trade war" as part of a larger pattern of developments in the international political and economic order. It starts with changes in the international political structure and Sino-US relations, and proceeds to explore market expectations in the conflict and policy guidance. This paper contends that with the help of the Belt and Road Initiative and favorable developments in renminbi internationalization, China will ultimately accelerate its program of opening up to the outside world and push ahead with domestic reform. This is the most effective way to deal with external shocks.
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