尽管我们已听闻中国较小的(二三线)城市房地产价格下跌的报道,但我们发现这并非普遍现象;我们参观过的地区整体上房地产销售似乎依然强劲。
开车穿行于深圳,我发现深圳与我大约20年前第一次游历时看到的景象相比已经发生巨大的变化。曾经是稻田的地方如春笋般涌现出很多写字楼和公寓,其中有一些是目前位列中国最高大楼。
前缘市场为我们团队提供令人振奋的长期投资机会。我们发现很多有利的基本面,其中包括强劲的经济增长、丰富的自然及人力资源、有利的人口结构、技术快速进步的潜力,以及不断完善的基建和提高治理标准带来的潜在益处。
我们认为中国今年的增长毫无疑问将继续保持强劲,但有些人认为中国可能正面临一些难题。政府一方面想要稳定,另一方面还要努力兼顾让市场更加开放。
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