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中国九年以来首次加息,若后续又有利率改革跟进,则对于未来的投资来说将是最好情景;从当前宏观调控的困境和物价运行的趋势看,先利率调整后汇率改革,是较为符合逻辑的顺序;中国当前宏观经济形势和资本市场的最大问题,是人为造成的政策不确定性对于投资者的信心打击,因此,待经济情景更为确定时再出手也不失为一个明智的选择。
For the first time in China’s interest rate hike in nine years, if follow-up interest rate reform follows up, it will be the best scenario for future investment. Looking from the current dilemma of macroeconomic regulation and the trend of price operation, the first interest rate adjusted exchange rate reform, Is the more logical order. The biggest problem in China’s current macroeconomic situation and capital market is the confidence blow of the policy uncertainty caused by man-made assets. Therefore, it is wise to reopen the economy when the economic situation is more certain select.