越南股汇房市大震荡 经济拉警报
(图:法新社)
被封为亚洲之虎的越南,过去10多年一直是东恊最亮眼的投资市场,但近月正出现巨大变化,除股市重挫、越盾急贬,加上房市巨大波动、银行涌现挤兑潮,转型不顺的后遗症正全面浮现。
股市今年逆势下跌
今年东盟各国在供应链移动中都成大赢家,印度、印尼、新加坡、泰国股市都表现亮眼,但越南股市今年却逆势下跌,且跌幅深重。
河内股市从500.08点跌到195.43点,跌幅超过60%,是今年全球跌最惨的市场。而胡志明股市去年表现亮眼,今年却从1,536.45点跌到956.97点,跌了37.9%,越南盾今年也跌跌不休。
最受瞩目的焦点是10月7日越南政府下令逮捕万盛发集团董事长张美兰,去年张美兰高调邀请香港首富李嘉诚投资越南,成为全球焦点。
专家分析认为,近年越南房地产风生水起,走的却是官商勾结体制,有办法的商人到银行搬钱,大手笔买地,越南政府眼看情势不对,开始逮捕掏空资产的地产商,到了张美兰被拘,又引出西贡商业银行的挤兑,房地产商绊倒了金融体系,也让越南经济拉警报。
从2003年以来,越南被期待是金砖第5国,这些年努力发展经济,在越南所有软体,资讯都很顺畅,自由度高于中国。不过,阮富仲成为新领导人后,越南管制趋紧,外资正密切关注越南会不会从改革开放走回头路。
https://www.sinchew.com.my/20221111/%E8%B6%8A%E5%8D%97%E8%82%A1%E6%B1%87%E6%88%BF%E5%B8%82%E5%A4%A7%E9%9C%87%E8%8D%A1-%E7%BB%8F%E6%B5%8E%E6%8B%89%E8%AD%A6%E6%8A%A5/
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