2026年下半年开局,全球经济迎来多重利好因素:中东停火协议改善市场情绪,区域经济展现韧性,同时AI需求持续支撑投资与增长。然而,政策走向、地缘博弈与市场再定价所带来的风险仍不容忽视。在本次中文研讨会上,我们将聚焦以下三个核心问题展开剖析,并现场解答您的问题:
- 全球经济韧性能否延续?美伊停火、区域需求和AI上行周期共同构成增长支撑,但当前的复苏根基究竟有多稳固?
- 主要风险会如何演化?中东停火协议的持久性、美国301条款贸易政策走向、多国选举的不确定性,以及AI动能变化,多重变量相互交织,为下半年经济走势增添更多变数。
- 在增长、通胀、政策和风险情绪错综复杂的背景下,全球外汇与利率市场潜藏哪些风险与机会?
本场研讨会,在我们的新平台ON24上进行。报名人员可收看研讨会回放及下载PPT。如果报名后未收到确认邮件,请查看您的垃圾邮件文件夹。


主讲人:
Betty Wang
Betty joined Oxford Economics in January 2024 as Lead Economist covering Greater China and regional trends in Asia, based in Singapore.Before joining Oxford Economics, Betty served as a Senior China Economist at Australia and New Zealand Banking Group Ltd, based in Hong Kong. She has built a strong reputation among corporate and financial institutional clients, with her China research widely cited by local and international media. Beyond her Greater China coverage, Betty took initiatives and expanded her research focus to ESG and sustainable finance, leading the team to win the best ESG research award in Australia. Betty started her career at Standard Chartered Bank in 2008, where she worked as a Northeast Asia Economist.
Head, Northeast Asia Research
Tianchen Peng
Tianchen is a global macro strategist in the Global Macro Strategy team, covering multi asset and quantitative strategy research. Prior to joining Oxford Economics in 2024, he worked as a Multi Asset Investment Analyst at Baillie Gifford, where he developed a set of comprehensive multi-asset investment frameworks tailored to the Chinese economy.
Global Macro Strategist
Tags:
请填写以下表格报名注册活动: