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Economic Outlook 厳しい環境の下、金融緩和の波が押し寄せるアジア 厳しい環境の下、金融緩和の波が押し寄せるアジア アジア地域での予測における主な変更点として、中国経済の成長見通しをさらに小幅に下方修正し、国内総生産(GDP)の成長率予想を6%台前半に引き下げました。実質借入金利は変化せず高水準で推移しています。日本では昨年の消費増税の延期と日本銀行の量的緩和プログラムの拡大を受けて、昨年後半の定義上の景気後退からの回復をみると予想しています。オーストラリアの見通しにおいては、脆弱な内需、低調な国民所得の伸び、貿易加重為替レートの高止まりという状況を踏まえ、オーストラリア準備銀行(RBA)は向こう数カ月間に政策金利を再び引き下げ、金融緩和を長期にわたって継続することを余儀なくされる可能性が高いでしょう。
Adam Bowe Portfolio Manager, Australia Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Bowe is an executive vice president and portfolio manager in the Sydney office. He is a permanent member of the Asia-Pacific portfolio committee and currently serves as chair. Prior to joining PIMCO in 2011, he was responsible for global macro research and trading at Tudor Investment Corporation. He was also previously a director and portfolio manager at UBS Global Asset Management and at Queensland Investment Corporation. He has 22 years of investment experience and holds a master's degree in quantitative finance from University of Technology, Sydney. He also earned a Bachelor of Commerce, First Class Honours and a Bachelor of Economics from the University of Queensland.