Ho Chi Minh Times

Thursday, Sep 18, 2025

东盟+3智库:数字钱包计划的影响取决于资金,支出转变

东盟+3宏观经济研究办公室 (AMRO) 发布年度报告,预测国内需求将在2024年推动东盟+3地区的增长.
报告强调了数字钱包政策的资金的重要性, 美国安防局的艾伦·恩强调,数字钱包计划的成功将取决于其融资方式. 文章讨论了政府数字钱包现金转账计划的潜在经济影响. 如果该计划的支出取代了教育或基础设施等领域的支出,则由于乘数效应的减少,整体经济影响可能会受到限制. 这项计划原本计划通过500亿泰的预算外贷款融资, 政府正在敲定计划的细节, 提交下一次委员会会议, 预计数字钱包将在2024年底到达受益人. 泰国政府正在考虑利用两年财政年度的资金来资助助发, 泰国总理斯雷塔·塔维辛敦促泰国银行降低利率以帮助经济复苏. 改变利率的决定将取决于通货膨胀,增长风险和金融稳定,而后者仍然是由于家庭债务高而令人担忧的. 增长低于预期,通胀低于预期, 但金融稳定仍然是一个问题. 分析师 Ng 认为央行有理由重新考虑其货币政策评估. 许多分析人士预计央行可能会在4月份就采取行动调整政策.
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