在中国新闻杂志社资深编辑视角下,以更贴合中国人阅读习惯的方式重新组织并优化译文:
PGIM公司的高管对中国最新的刺激政策表示了欢迎,但同时强调中国需要着重调整经济结构,使之更加依赖消费行业。
在过去的六个月里,市场对中国的看法明显改善。近两周来,政府展现出了解决结构性问题的决心。该CEO在接受Bloomberg Television采访时表示:“我更希望看到的是,加大消费者市场的关注力度,确保民众能有更多的资金进行消费和投资。”
PGIM是全球第二大资产管理公司,管理的资产规模为1.3万亿美元。中国政府最近推出了一系列举措来应对经济增长放缓及投资者信心受损的问题。本周,中国央行宣布了多项货币刺激措施,包括下调关键短期利率。另据Bloomberg News报道,政府正考虑向最大的国有银行注入约1.42万亿美元资金。
Hunt指出,在实施银行业结构改革的前提下,中国经济能否实现5%的增长目标显得至关重要。尽管中国政府坚持追求这一目标,但一些华尔街经济学家预测中国可能难以达到此水平,特别是在房地产市场持续低迷的背景下。“我们相信,中国将越来越像其他发达经济体发展,其增长率自然会下降,这实际上是可接受的。”Hunt说,“关键问题不在于增长速度有多快,而在于制造业与个人消费之间如何分配。这是我们期望能见到的变化。”
转向其它市场,Hunt指出日本在经历了20年的困难时期后正步入正确的发展轨道。他提到工资上涨、企业改革等因素对日本经济产生了积极影响,并强调老龄化社会背景下如养老和医疗等领域的巨大机遇。
同时,他也表示,在中美紧张局势的推动下,日本从某些外资工厂的设立中受益,展示了市场的新活力。
新闻来源:www.bloomberg.com
原文地址:PGIM CEO Wants to See ‘Real Focus’ on China Consumer Sector
新闻日期:2024-09-26
原文摘要:
’s chief executive welcomed China’s latest stimulus efforts, but said the country needs to do more to rebalance the economy toward consumption. Market sentiment around China has improved from six months ago, and in the past two weeks officials have shown “a sense of resolve” to manage structural issues, the asset manager’s CEO said in a Bloomberg Television interview. But supporting the manufacturing and banking sectors might not be enough to achieve needed changes, he said on the sidelines of the SuperReturn Asia conference in Singapore.“I would much prefer to see some real focus on the consumer, and making sure that there is more money in the pockets” to spend and invest, Hunt said. PGIM is the investment management business of and oversees $1.3 trillion in assets. The world’s second-largest economy recently unveiled a raft of measures to manage slowing growth and depressed investor confidence. Earlier this week, China’s central bank announced a of monetary stimulus measures, including cutting a key short-term interest rate. Authorities are also considering as much as $142 billion into the biggest state banks, Bloomberg News reported on Thursday. Read more: China’s ability to reach its 5% economic growth target will depend on how structural reforms in the banking sector are implemented, Hunt said. While President has reiterated the need for officials to strive toward that goal, a number of Wall Street economists are predicting that China may miss the target, especially given the country’s prolonged real estate downturn. “Our belief is that China will look more and more like other developed economies, and their growth rate will naturally come down and that is actually OK,” Hunt said. “The question is less the level of growth and more how it’s distributed between manufacturing and personal consumption and that is where we’d like to see a shift.”Turning to other markets, Hunt said Japan is on the “right path” after a difficult 20 years, citing rising wages and corporate reforms. There are major opportunities around the aging population, such as senior living and healthcare, he said. Japan has also benefited from tensions between China and the US, he said, citing the opening of plants as an example.