亚洲在中国的经济增长和政策决策的带领下,将在2005年继续对全球经济产生显著的影响。其中有两个重要的趋势正在亚洲地区形成。第一,尽管亚洲经济因美国和中国的经济增长之缓慢而受阻碍,区内各国的内需却可能表现出惊人的抗跌力。第二,通货膨胀开始上升。这两个趋势可能使亚洲汇率政策产生重大的变化。但在此背景下,我们对亚洲货币仍抱乐观态度。我们更看好内向型企业而不是外 Under the leadership of China’s economic growth and policy decisions, Asia will continue to have a significant impact on the global economy in 2005. Two of the most important trends are emerging in Asia. First, despite the Asian economy being hampered by the slow economic growth in the United States and China, domestic demand in the countries in the region may show astonishing resilience. Second, inflation began to rise. These two trends may make a significant change in Asian exchange rate policy. However, in this context, we are still optimistic about Asian currencies. We are more optimistic about inward-looking companies rather than outside