印尼盾:财政风险保持谨慎——三菱日联金融集团
MUFG的Michael Wan强调,亚洲外汇市场受本地因素影响,特别关注依赖外部资金的经常账户赤字货币。

MUFG的Michael Wan强调,亚洲外汇市场受本地因素影响,特别关注依赖外部资金的经常账户赤字货币。对于印度尼西亚,他指出涉及电动摩托车和免费餐食计划的一项重大腐败调查,并认为如果没有明确的财政纪律,尽管区域经济增长前景广阔,MUFG对印尼盾仍持谨慎态度。

本地风险拖累印尼盾

“当然,并非所有因素都是全球性的,本地因素同样影响货币,尤其是我们地区依赖外部资金的经常账户赤字货币。特别是在印度尼西亚,最新消息显示,检察总长办公室(AGO)已开始扣押国家营养署(BGN)采购的数千辆电动摩托车,此举是针对政府免费营养餐计划相关的大规模腐败调查的一部分。”

“市场和印尼盾关注的关键,在于这是否会促使印尼政府在财政纪律上更加严格,不仅直接体现在预算上,也包括通过预算外支出和或有负债的间接控制。目前我们并不乐观认为这会从根本上改变支出项目的性质,因此对印尼盾仍保持谨慎,但这将是未来需要重点监测的因素。”

(本文由人工智能工具协助生成,编辑审核。)

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