雪上加霜!惠誉评级(Fitch)重新考虑中国的A+主权信用评级,因为中国面临的经济阻力越来越大,尤其是在企业债务状况恶化的情况下。华尔街正有组织地做空中国。继高盛对中国经济开了第一枪后,摩根大通、花旗集团连续开了第二和第三枪。两周之前,摩根士丹利又开了第四枪,建议投资人认沽离场。惠誉即将开出第五枪。
惠誉董事总经理、主权评级全球主管詹姆斯·麦科马克在接受彭博采访时表示,虽然目前的政府债务水平是可以接受的,但企业债务状况的任何恶化都可能带来风险,尤其是如果政府扩大资产负债表以支持企业的话。
第二季度,中国的债务与GDP之比升至创纪录水平,尽管消费者和企业借贷速度缓慢,反映出信心不足,影响了经济增长。彭博社根据中国央行和国家统计局的数据进行的计算显示,第二季度,家庭、企业和政府部门的债务总额攀升至国内生产总值的281.5%。这比第一季度的279.7%有所上升。
Fitch Ratings may consider rethinking China's A+ sovereign credit rating amid growing economic headwinds to the Asian giant, especially if corporate debt conditions worsen in the country. James McCormack, managing director, global head of sovereign ratings at Fitch said in an interview with Bloomberg TV on Wednesday that while current government debt levels were acceptable, any deterioration in corporate debt conditions could present a risk, especially if the government expands its balance sheet to support corporates.
China’s debt-to-GDP ratio rose to a record in the second quarter, although consumers and businesses are borrowing at a slow pace, reflecting low confidence that’s hitting economic growth. Total debt — combining the household, corporate and government sectors — climbed to 281.5% of gross domestic product in the second quarter, according to Bloomberg’s calculations based on data from China’s central bank and the National Bureau of Statistics. That was up from 279.7% in the first quarter.
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