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美國危機的“替罪羊”?印度大量購買美元,阿里巴巴或繼續撤資 – 有海水的地方就有中國人

美國危機的“替罪羊”?印度大量購買美元,阿里巴巴或繼續撤資

美國危機的“替罪羊”?印度大量購買美元,阿里巴巴或繼續撤資
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无法控制住疫情,就无法复苏经济。此前美国及欧洲部分国家就在国内疫情尚未得到有效控制期间推行经济恢复计划,没想到经济非但没有成功恢复,反而因为疫情反弹而受到第二波冲击。反观中国,在有效控制住国内疫情后再开展经济复苏计划,目前已经基本步入正轨。但由于其他国家没有及时在疫情爆发的第一时间里实施严格的防控措施,导致现阶段疫情扩散程度超乎想象,难以控制。

印度大量购买美元

当前全球疫情最为严重的国家,除了美国以外,就是印度。继美国确诊新冠病例超876万例后,印度确诊新冠病例也在10月28日13时突破了800万。但印度本身的经济就不如美国,即使美国经济在这场疫情中损失惨重,也有一定的经济基础做支撑,而印度在原本经济基础薄弱的情况下,确诊病例还紧跟美国身后,其处境无疑是比美国更危急,这将严重阻碍印度的经济复苏计划。

对于印度本财年的经济增长情况,全球多个经济机构曾做出悲观预测。知名投行高盛表示,印度GDP萎缩幅度将达14.8%;印度当地评级机构则表示,印度经济或将萎缩11.8%。不过,印度财政部长则对此做出了不同的预测。据海外网10月28日报道,印度财政部长尼尔马拉·西塔拉曼表示,2020财年印度GDP可能负增长,或增长接近零。

据印度央行数据显示,截至10月2日,印度外汇储备达5456.38亿美元,一周内增加了36.18亿美元。据了解,这是过去不曾有过的情况。对此,有分析人士表示,印度央行大量购买美元,将使印度外汇储备大幅增长,此举有利于提高印度出口的竞争力。但这种“拔苗助长”式的经济发展方式,在为印度经济带来些许好处的同时,也将会给印度带来更为严重的弊端。

继暂停对印投资后,阿里巴巴或将继续撤资

美联储大规模“印钞放水”的目的正是为了转移美国经济萎靡不振带来的压力,而印度高达到5456.38亿美元的外汇储备很可能会因此大幅缩水。这也就意味着,印度将成为美国转嫁危机的“替罪羊”,如此一来,原本就受到疫情影响的印度企业经济将更加艰难,同时印度也很可能会失去中国企业的投资。

8月20日,印度初创企业主要投资商——阿里巴巴公开宣布,暂停对印投资。当时印度对阿里巴巴的声明并不以为意。一直以来,印度都坚持“印度制造”,比起担心阿里巴巴暂停对印投资产生的影响,或许印度本身还会想着限制阿里巴巴在印发展。然而,现阶段阿里巴巴已经出现了继续撤资的态势。据新浪财经10月28日消息,印度最大杂货电商平台BigBasket计划卖给印度塔塔集团的绝大部分股份里有26%归阿里巴巴所有。这对印度而言,是值得注意的警示。

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