-- 亚洲开发银行(亚行)周一发布的报告显示,受强劲的内需支撑,东南亚发展中国家今年有望保持稳定的经济增长。 该次区域经济预计在2026年增长4.7%,2027年增长4.8%,但各经济体的增长趋势将存在显著差异。 印尼的增长前景预计将因强劲的内需而增强,而缅甸预计将在2025年从萎缩中反弹,重建活动将支撑经济复苏。 相比之下,由于全球贸易环境疲软和出口势头减弱,马来西亚、泰国和越南的增长预计将放缓,但技术相关出口可能会提供一定支撑。 与此同时,菲律宾预计将保持低迷,柬埔寨2026年的增长可能会放缓,然后在2027年随着旅游业的复苏而回升,而东帝汶预计将保持稳定,之后加速增长。 报告预测,受国内需求强劲以及食品和能源成本上涨的推动,东南亚发展中国家的通胀率将从2025年的2.3%上升至2026年的3.2%。由于油价上涨和国内经济调整,预计大多数经济体的价格压力将加剧,尤其是在印尼、菲律宾、马来西亚、泰国和越南。 报告显示,随着全球大宗商品价格趋于稳定,预计2027年通胀率将回落至2.8%。其中,缅甸由于交通状况改善、货币走强以及农业产量提高,预计价格压力将有所缓解。
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
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