汇市新闻

高盛:美国可能的税制改革恐削弱韩元和人民产品

日期:2016-12-22
  国际知名投行高盛集团(Goldman Sachs)周三(12月21日)在报告中表示,如果美国的课税制度从基于来源国的征税方式转变为基于目的国征税,韩元和人民产品等最大净出口国的货产品兑美元很可能将大幅走弱。
 
  高盛策略师Michael Cahill称,“目前美国众议院正在考虑该提议,似乎约有30%的可能性实现这一转变。无论提议法案的依据是什么,市场或将此看作是美国和全球其他所有国家地区之间的贸易紧张关系升级,给韩元和人民产品带来下行压力。”
 
  他还指出,“这很可能加大对公司供应链中断的担忧,拖累投资者信心,可能导致风险厌恶情绪。”
 
  此外,Cahill补充道,“对于G-10货产品来说,净影响更加不明确,但是正如在大多数风险厌恶时期,欧元和日元的表现应优于新兴市场货产品。”
 
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