中国是否已转向新的增长模式？
日期：2025年7月1日
我们近期上调了中国经济增长预期，因国内需求环境比此前预期更具韧性。但这并不意味着中国经济已完全摆脱困境——民间投资虽未如预期般疲弱，但按历史标准衡量仍显低迷；尽管刺激政策更为激进，消费复苏依然乏力。此外，通缩压力的波及范围也比此前认知的更为广泛。本文更新了我们对中国宏观经济的观点，及其可能对亚太其他地区产生的溢出效应。
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Louise Loo
Head of Asia Economics
Louise Loo
Head of Asia Economics
Singapore
Louise Loo is the Head of Asia Economics at Oxford Economics. She leads the firm’s macroeconomic research and forecasting efforts on Greater China.
Prior to joining Oxford Economics, she was a senior economist at Morgan Stanley and Goldman Sachs. At Goldman Sachs, she was also a long-term advisor to China Ministry of Finance and the China-based Asian Infrastructure Investment Bank (AIIB) with regards to their sovereign credit ratings.
Louise is a regular contributor to various international financial news outlets and has earned Economics and public policy degrees with Sheffield University and Columbia University.
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