摩根士丹利-亚太地区投资策略-亚洲经济年中展望：考验金发姑娘-2021.5.16-23页

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摩根士丹利-亚太地区投资策略-亚洲经济年中展望：考验金发姑娘-2021.5.16-23页

# 亚洲 # 投行报告大小：0.78M | 页数：23 | 上架时间：2021-05-23 | 语言：英文

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类型: 策略

上传者: YLY.sjz

撰写机构: 摩根士丹利

出版日期: 2021-05-16

摘要：

The growth, inflation, and rates debate: Markets could test every aspect of ourGoldilocks call. Optics, which were unequivocally positive earlier, look less clearcutover the next 6-12 months. GDP growth %YoY should peak in 2Q21 anddecelerate thereafter. Inflation should still be on a moderately rising trend andwe should be closer to the start of policy rate normalisation. The debate, then, iswhether underlying growth is still healthy. Will inflation come home to roost andwhat does this mean for the policy rate cycle? Overall, we believe the cycle hasnot reached its end. The Goldilocks recovery still has legs. Here's why.

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