2014年全球经济处于缓慢复苏态势，发达经济体整体向好，新兴国家经济增速缓中趋稳，世界经济增长呈现两极格局。美国经济整体乐观，消费、投资增速加快，稳健复苏态势基本明确；欧元区摆脱颓势，弱复苏态势开始显现，但复苏根基仍很脆弱；日本改革效果有限，经济增长乏力；新兴国家经济增速整体下降，亮点与风险并存；中国经济步入“换挡期”，下行压力逐渐增大。展望2015年，美国全面退出量化宽松政策，内生增长动力强劲，或将成为全球复苏的主导力量；欧元区乍暖还寒，受核心大国拖累，复苏进程缓慢曲折；日本缺乏持久的经济增长动力，改革成果有待观望；新兴市场国家增速放缓，前景充满不确定性。中国经济增长步入新常态，“稳增长、调结构、促改革”作为主线贯穿其中，经济增速将在7%左右。2015年投资机会将集中在互联网、基础设施、新能源、医疗健康等新兴产业和政策导向型行业。
The pace of global growth slowed down in 2014. Although the recovery is uneven，the advanced economies have gained the highest growth rate since 2010. Growth in US picked up in 2014 as private domestic consumption and investment strengthened. The euro zone emerged from recession while the growth of Japan’s economy still kept sluggish. In the emerging markets and developing countries，economic increasing speed declined，coexisting with highlights and risks. And China’s growth shadowed by economic transition. In 2015，the growth rate of the world will be higher on account of the optimistic fundamental of US. The euro zone countries and Japan will still face downside risks. Under the new normal，China will achieve the goal of ‘Steady Growth’ and GDP growth rate is expected to around 7%. Internet，new energy，medical treatment & health service and so on will be the potential investment opportunities.
