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中国宏观经济政策不太可能发生急转弯式变化,一是没有条件,二是没有必要。最近一段时间,所有关注中国经济的人都好像跑进了扑朔迷离的大雾之中,很多人都在问一个问题:经济政策的走向是变了还是没有变。4月中旬,战略新兴板的叫停,是第一个比较让人意外的信号。就在外界没有任何预期的情况下,新公布的《“十三五”规划纲要草案》中删除了设立战略新兴产业板的内容,这使得一批正手忙脚乱地拆VIE结构的中概股及互联网公司措手不及。
It is unlikely that China’s macroeconomic policies will undergo a sharp turnaround. First, there are no conditions. Second, it is unnecessary. Recently, all people concerned about the Chinese economy seem to have run into a confusing fog. Many people are asking the question whether the direction of economic policy has changed or not changed. In mid-April, the halt of the Strategic Emerging Plates was the first sign of surprise. In the absence of any expectation from the outside world, the newly announced “13th Five-Year Plan” to delete the contents of the establishment of strategic emerging industry board, which makes a number of are scrambling to dismantle the VIE structure of the concept stocks And Internet companies caught by surprise.