问答题 Just a few years ago, the world economy was in a mess. Today, growth prospects are brighter, but progress is slow, uneven and uncertain. Is the U.S. recovery sustainable? Will the euro zone overcome its economic difficulty and return to growth? Will faster-growing emerging markets overheat, or simply grow old before they grow rich? Which consumers will drive the global economy? These were just some of the issues raised by the 730 investors. However, a majority of these investors are optimistic about global economic expansion this year, banking on growth led by China and U.S. But most fear that structural problems, such as unsustainable debt, inadequate infrastructure and growing income gaps, may harm long-term growth prospects. A surprising 65% of investors agree that growing income diversities threaten the capitalist system. But smart investors are staying informed and flexible, while searching for value opportunities in troubled developed economies such as Greece, Italy and Spain. They are also looking beyond China and rising markets in South-East Asia.
【正确答案】就在几年前,世界经济一团混乱。如今,增长前景更加光明,但是进展速度缓慢不平并充满不确定因素。美国的复苏是否会持久?欧元区是否会克服其经济困难并恢复增长?迅速增长的新涌现的市场是否过热,或在其富裕之前就开始退化?哪类消费群体将驱动全球经济发展? 这些仅仅是由730家投资商提出的问题中的一部分。然而,这些投资商中许多人都对今年的全球经济增长保持乐观,中国和美国引领下的银行业也在增长。但大多数人害怕结构性问题,比如无法支撑的负债、不充足的基础设施以及与日俱增的收入差异,可能会破坏长期增长前景。令人惊讶的是,65%的投资商认为越来越大的收入差异威胁资本主义体制。 但眼光长远的投资商保持消息灵通,灵活行事。他们一边在诸如希腊、意大利和西班牙这样陷入困境的发达经济体中寻求有价值的机遇,一边也将眼光放向中国和东南亚蓬勃发展的市场。
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