国际投行报告-亚太地区投资策略-寻找国内需求-2022.5.10-23页

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国际投行报告-亚太地区投资策略-寻找国内需求-2022.5.10-23页

# 投行报告 # 国内需求 # 投资大小：0.60M | 页数：23 | 上架时间：2022-05-18 | 语言：英文

国际投行报告-亚太地区投资策略-寻找国内需求-2022.5.10-23页.pdf

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国际投行报告-亚太地区投资策略-寻找国内需求-2022.5.10-23页.pdf

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类型: 策略

上传者: YXM-187

撰写机构: Morgan Stanley

出版日期: 2022-05-10

摘要：

Domestic demand to offset weakerexternal demand: The slowing global growth environment that our global economics team expects means that external demand conditions for Asia will soften. However, we think that domestic demand will help to fill the gaps,helped because most of the large Asian economies are in the mid-cycle stage of the expansion and supported by a fuller reopening. China’s growth will remain relatively weak in the near term, but the transition to living with Covid in October/November will help enhance the effectiveness of the easing stance and drive a stronger recovery then. We expect Asia's GDP growth to strengthen to 5.8%Y by 2Q23from its 1Q22trough of 4%Y.

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