50 euro banknote Daniel Roland/Stringer

挺欧洲还是反欧洲?

发自米兰——有位知识渊博的米兰朋友最近问了我一个问题:“如果一个外部投资者,比方说一个美国人,想向意大利投资大笔资金,你有什么建议?”我回答说,虽然存在很多投资企业和部门的机会,但是整体投资环境复杂。我会建议找一个见多识广的国内合作伙伴合作投资,因为此人既能在体系内游刃有余,又能点出那些不易识别的风险。

当然,类似的建议也适用于许多其他国家,比如中国,印度和巴西。欧元区则正逐渐变为一个内部发展不同步的经济集团,而这一趋势的潜在政治后果也引发了投资者们越来越多的关注。

在最近举行的一次高级别投资顾问会议上,其中一个组织者问大家是否认为欧元将在未来五年内继续存在。与会的200人中只有一位给出了否定答案——在欧洲目前的经济形势下,这一对趋势性风险的集体评估结论委实让人感到意外。

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