Bloomberg Asia 都分享了 1 條連結。
There are already signs of strain.
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...But now the Fed is set to embark into uncharted territory by shrinking its $4.5 trillion balance sheet and old vulnerabilities are starting to resurface. The problem the three nations face is that, unlike China, they lack the industrial, export and domestic savings bases needed to fund their plans.
To dig foundations and pour cement, heavy equipment must be imported, weakening current accounts just as faster growth is also swelling imports. And the cost of the projects is pressuring budget deficits, leaving the governments heavily reliant on foreign cash.
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